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To target guides effectively using Targeting Rules, you need to send user data (attributes or traits) to Pyne. This allows you to define audiences based on user characteristics.
We can help you identify the most useful user attributes during your onboarding/kickoff call.
There are two main ways to connect user data: If you use Segment, Pyne offers a custom destination.
  • Setup: Contact the Pyne team to enable the destination for your Segment workspace.
  • Functionality: Pyne automatically receives user traits identified via Segment, making them available for targeting.
  • Effort: Minimal setup required on your end (approx. 15 min).

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Option 2: JavaScript Integration (pyne.identify)

If you don’t use Segment, you can send user data directly using the pyne.identify JavaScript function. Basic Usage: Call pyne.identify when a user logs in or when their relevant attributes are known. Provide a unique User ID and an object containing the user’s traits. 
// Identify the user and their properties
pyne(
  "identify",
  currentUser.id, // Unique User ID (string or number)
  {
    // User Properties (object)
    name: currentUser.name,
    email: currentUser.email,
    created_at: currentUser.created_at, // Use ISO-8601 format if possible
    customer_plan: "trial",
    user_role: "admin",
    // Add any other relevant traits
  }
);
  • Call identify once per page load after the user is authenticated. It’s safe to call multiple times. * User traits sent via identify are merged with any existing profile data in Pyne. * This step is not required for anonymous (unidentified) visitors.
Ending a Session (Logout): When a user logs out, call identify with null to clear the identified user session: 
pyne("identify", null);
Removing a Specific Trait: To remove or unset a specific trait, send undefined as its value: 
pyne("identify", currentUser.id, {
  customer_plan: undefined,
});

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Verify Integration

After setting up either integration method, verify that user data is appearing correctly in the Pyne Dashboard:
  1. Navigate to People.
  2. Check if users are listed and their associated traits are visible when selecting a user.
You can view these traits on the People page in the Pyne dashboard: People page Clicking on a user shows their specific traits: User traits

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Identifying Anonymous Users