The User Lookup page lets you search for personal data associated with individual users of your site, based on an email address or unique User ID (if applicable). When a search is performed, WebMaxy generates a report which allows you to view and delete the data connected with the user. You can also use this page to request a log of Team Members on your account who have performed User Lookup searches in the past.
WebMaxy can only associate users with an email address if those users shared their email address through a Feedback tool response that gave consent to connect their responses to other WebMaxy tools (such as Recordings).
The option to look up user data based on a User ID is only applicable if your site has passed unique User IDs via the User Attributes feature. If your site has never implemented User Attributes, then searching by User ID isn’t necessary. This ID is different than the Site ID you see in your “Sites & Organizations” page.
User Lookup does not lookup personal data contained inside Heatmaps or Recordings #
Personal information shown within Heatmap screenshots and Recordings are not linked to the User Lookup feature. For example, if a WebMaxy recording displays an email address inside your page’s HTML content, WebMaxy would not find this with a User Lookup search. We recommend using our suppression features to prevent the accidental collection of personal data embedded in the content of your pages.
User Lookup can only be performed by a team member with Write access or higher #
Only team members with Account Owner, Admin, or Write permissions for your WebMaxy Organization can perform User Lookup. WebMaxy staff cannot run a User Lookup report on behalf of your site.
In the Settings menu, click User Lookup.
Select the Organization to search in the drop-down menu.
Enter the details of the user you would like to lookup.
Only one email address can be entered per-form #
If you would like to lookup an individual with multiple email addresses or multiple users, a separate lookup request will need to be submitted for each email address. In contrast, multiple User IDs can be looked up in the same request.
If your site has implemented User Attributes, you should look up both the DATA SUBJECT USER ID and DATA SUBJECT EMAIL to ensure all relevant data is found. User IDs are searched on a per-site-basis, so if a user has requested a lookup across multiple sites on your account, you’ll need to submit a User Lookup request for them on multiple sites.
User IDs are case-sensitive! #
User IDs sent through the Identify API are case-sensitive, so confirm whether or not your IDs include upper or lower case characters when submitting a User Lookup request.
Click Submit Request.
You will be presented with a modal asking you to confirm.
Click Submit New Request to look up another email address or User ID using the User Lookup feature.
How to view the Request log #
WebMaxy account holders can request a log of every WebMaxy user that has performed a User Lookup in their respective accounts. The report is currently only available in CSV format.
Visit your User Lookup page and click Download Log As CSV to view the report.
Adam Wilson #
Adam Wilson comes with an experience of 12+ years in the IT industry. As a Customer Success Manager, he has been researching and trying to understand the customers’ behavior in different scenarios. He has also studied human psychology to relate it to the purchase journey of the customers. His published books on customer psychology and behavior have received many honors and awards from various enterprises.
