Users

This article outlines the tools available in the Users section of the school admin area.

Overview

In the Users section of the school admin area, school owners can view a list of their users (students, owners, authors, affiliates, and custom users), access student information, send emails to individual users (or segmented groups of users), add users to their school, and export a CSV of user data. To learn more about the types of user roles available in your school, refer to Types of User Roles.

To view a list of your students, owners, authors, affiliates, and custom users, select from the tabs in the admin sidebar:

User Filters

Within each role type's respective user list, filter users by clicking on the Add Filters button.

Depending on the type of user, you can apply the following filters from the drop-down menu:

Tags:

• Has Tag - View all users who have a specific tag.
• Does Not Have Tag(s) - View all users who do not have a specific tag.

Enrollment:

• Enrolled in Specific Course(s) - Specify (a) course(s) to view the students enrolled in them.
• Enrolled in Specific Bundle(s) - Specify (a) bundle(s) to view the students enrolled in them.
• Has Access to Specific Digital Download - Specify (a) digital download(s) to view the students with access.
• Has Enrolled in Membership Tier - Specify (a) tier(s) to view the members enrolled in (a) specified tier(s).
• Not Enrolled in Specific Course - Specify (a) course(s) to view all students not enrolled in (a) specified course(s).
• Enrolled in Any Course - View all students who are currently enrolled in any course. Can also be toggled off to show which students are not  enrolled in any course.
• Issued Specific Certificate - View all students who have been issued a specific type of certificate.
• Enrolled in Course(s) Before - View all students who enrolled in (a) course(s) before a specified date. Combine with the Enrolled in Course filter to narrow it down to (a) specific course(s).
• Enrolled in Course(s) After - View all students who enrolled in (a) course(s) after a specified date. Combine with the Enrolled in Course filter to narrow it down to (a) specific course(s).
• Completed Course - View all students in your school who have completed a course.
• Hasn’t Completed Course - View all students in your school who have not completed a course.

User Credentials:

• Name or Email Doesn't Contain - Specify a name or email address not to include in a filter.
• Signed Up Before - View all users who signed up to your school before—and including—a specified date.
• Signed Up After - View all users who signed up to your school after a specified date
• Last Login Before - View all users who have logged into your school before—and including—a specified date.
• Last Login After - View all users who have logged into your school after a specified date.
• Login Count Greater Than - View all users who have logged into your school more than a specified number of times.
• Is Author - View all authors in your school.
• Is Affiliate - View all affiliates in your school.
• Is Owner - View all owners in your school.
• From Country - View all users from a specified country (caveat: not all users specify their country).
• SRC Contains - Filter by the signup source in a URL. 

Sales: 

• Purchases Greater Than - View all users in your school who's purchases are more than a specific dollar amount.
• Purchases Less Than or Equal To - View all users in your school who's purchases are less than or equal to a specific dollar amount. 
• Payment Count Over - Input a number to see all users who have made more purchases than that number.
• Payment Count Less Than or Equal To - Input a number to see all users who have purchases less than or equal to that number. 
• Used Coupon - See all users who have used a specific coupon code.
• Not Used Coupon - See all users who have not used a specific coupon code.
• Sales with Affiliate Code - View all users who have made sales using a specified affiliate code.
• Purchased Pricing Plan - View all users in your school who purchased a specified pricing plan.
• Refunded Before - View all users who were issued refunds before a specified date. 
• Refunded After - View all users who were issued refunds after a specified date.
• Currently in Free Trial - View students currently in a free trial for a specific course.
• Converted from Free Trial - View students who converted from a free trial for a specific course (students who remained in the course and were billed).
• Did Not Convert from Free Trial - View students who did not convert from a free trial for a specific course (students who canceled before being billed).
• Signed Up with Affiliate Code - View all users who signed up using a specified affiliate code.

Save filters

If your school is on a paid plan, you can also save a filter you've created for future use. You can add more than one filter to a saved filter.

Export a User CSV

School owners can export a CSV file of their user data based on selected filters. The CSV file is sent via email to the email address associated with the school owner’s account. To export a CSV file, click on the Export CSV button:

Please allow a few minutes for the CSV file to send. Larger files take longer to export. The CSV file contains the following columns:

• User ID - The user's unique ID number.
• Full Name - The first and last name of the user.
• Email - The email address associated with the user's account.
• Last Login - The date of the user's last login session.
• Joined At - The date when the user first signed up for the school or course.
• Course Count - The number of courses the user has enrolled in.
• SRC - The user's sign-up source.
• Country - The country that the user was located in when first joining the school.
• Sign-In Count - The number of times the user has signed in to the school
• Unsubscribe from Marketing Emails - This indicates whether or not the user has opted-out of marketing emails from the school. "TRUE" means that they have opted out and will not receive emails. "FALSE" means they have opted in and will receive emails.
• Affiliate Code - The user's unique affiliate code. Note that all users will be assigned an affiliate code, but the code will only be activated once you make the user an affiliate.
• Billing Address & Delivery Address - Includes fields for address lines, city, state, zip code, and country. Addresses will only be included in the user CSV if the user saves their billing information to their profile on the checkout page. 
• Tags - Lists all tags assigned to the user.