Targeting

Hussain

<p>Userorbit allows teams to create and manage custom properties for contacts, enabling precise segmentation and targeted engagement throughout the customer journey.</p><h2>What are contacts custom properties?</h2><p>Contacts custom properties are data attributes you define on each contact profile-helping track important facts such as user plan, onboarding source, and usage milestones. Use them to filter, group, or message users based on your unique business logic and goals.</p><h3>Common use cases:</h3><ul><li><p>Account plan type</p></li><li><p>NPS score</p></li><li><p>"Onboarded on" date</p></li><li><p>Feature adoption flags</p></li></ul><h2>How to create a custom property</h2><img src="https://s3.us-west-1.amazonaws.com/unheard-assets/uploads/d7959d98-ed2c-4f03-a968-91bd4705cf78/ae1b9a68-8968-4cc6-b702-bd7dac5c6a5a/contact-properties-interface.png" width="100%" align="center" caption="" aspectratio="2.165898617511521"><ol><li><p>Go to <strong>Contacts &gt; Properties tab</strong> in Userorbit.</p></li><li><p>Click <strong>Add Contact Property</strong>.</p></li><li><p>Fill in the property name, helpful description, and select the appropriate data type (e.g., String, Number, Boolean, Date).</p></li><li><p>Click <strong>Save</strong>. Your property will be available on all contact records immediately.</p></li></ol><h2>Managing and editing properties</h2><ul><li><p>Edit descriptions and data types as needed via <strong>Contacts &gt; Properties tab</strong>.</p></li><li><p>To edit or delete a custom property, click the <strong>More options</strong> button (three dots) next to the property and select <strong>Edit</strong> or <strong>Delete</strong>.</p></li><li><p>You can edit any property details including the name, description, and data type using the <strong>Edit</strong> option.</p></li></ul><img src="https://s3.us-west-1.amazonaws.com/unheard-assets/uploads/d7959d98-ed2c-4f03-a968-91bd4705cf78/a0ffa8e8-4258-4bde-badb-38be3476facc/contact-properties-edit.png" width="100%" align="center" caption="" aspectratio="1.4192592592592592"><h2>Security and best practices</h2><ul><li><p>Restrict editing of sensitive properties using Userorbit's property permission controls.</p></li><li><p>Use clear naming conventions (no spaces or special characters other than underscores).</p></li><li><p>Regularly review and archive unused properties for optimal data hygiene.</p></li></ul><h4>Contact <a target="_blank" rel="noopener noreferrer nofollow" class="prose-link" href="mailto:support@userorbit.com"><span><strong><u>Userorbit support</u></strong></span></a></h4>

Custom properties in Userorbit

<p>Enhance your Userorbit checklists by utilizing custom properties to precisely define target audiences for onboarding tasks.</p><h2>Why use custom properties for checklist targeting?</h2><p>Custom properties enable Userorbit users to deliver checklists only to relevant segments-such as new users, users in specific roles, or accounts with certain characteristics that require tailored onboarding experiences.</p><h2>Steps to add and use custom properties in checklist targeting</h2><img src="https://s3.us-west-1.amazonaws.com/unheard-assets/uploads/d7959d98-ed2c-4f03-a968-91bd4705cf78/24fb6805-24c2-4185-957c-79385287c28f/contact-property-selection.png" width="100%" align="center" caption="" aspectratio="3.3954154727793697"><ol><li><p>In the<strong> Checklists</strong> module, click <strong>Create Checklist</strong> or select an existing checklist.</p></li><li><p>In the<strong> "Targeting"</strong> section, find the <strong>"Audience"</strong> field and click the <strong>"+Rule"</strong> button to open the property selection dropdown where you can select custom properties.</p></li><li><p>If you need a new custom property, go to<strong> Contacts &gt; Properties tab</strong> in Userorbit and click <strong>Add Contact Property</strong> before returning to your checklist audience selection.</p></li><li><p>Apply rules like "Role is Admin" or "Created Date is within 7 days" to refine your checklist recipients.</p></li></ol><h2>Pro tips</h2><ul><li><p>Define properties that reflect meaningful onboarding segments.</p></li><li><p>Regularly update the values on contacts to keep targeting accurate.</p></li></ul><h4>Contact <a target="_blank" rel="noopener noreferrer nofollow" class="prose-link" href="mailto:support@userorbit.com"><span><strong><u>Userorbit support</u></strong></span></a></h4>

Adding custom properties for targeting Userorbit checklists

<p>Maximize your Userorbit product tours by utilizing custom properties to precisely define target audiences for feature education.</p><h2>Why use custom properties for product tour targeting?</h2><p>Custom properties enable Userorbit users to deliver product tours only to relevant segments-such as premium users, users who haven't adopted key features, or accounts in specific use cases that require targeted feature guidance.</p><h2>Steps to add and use custom properties in product tour targeting</h2><img src="https://s3.us-west-1.amazonaws.com/unheard-assets/uploads/d7959d98-ed2c-4f03-a968-91bd4705cf78/fb120299-8217-4307-8d2e-391f7cb92e65/contact-property-selection.png" width="100%" align="center" caption="" aspectratio="3.3954154727793697"><ol><li><p>In the <strong>Product Tours</strong> module, click <strong>Create Product Tour</strong> or select an existing tour.</p></li><li><p>In the <strong>"Targeting"</strong> section, find the <strong>"Audience"</strong> field and click the <strong>"+Rule"</strong> button to open the property selection dropdown where you can select custom properties.</p></li><li><p>If you need a new custom property, go to <strong>Contacts &gt; Properties tab</strong> in Userorbit and click <strong>Add Contact Property</strong> before returning to your product tour audience selection.</p></li><li><p>Apply rules like "Plan is Premium" or "Feature Adoption is false" to refine your tour recipients.</p></li></ol><h2>Pro tips</h2><ul><li><p>Define properties that reflect meaningful feature adoption segments.</p></li><li><p>Regularly update the values on contacts to keep targeting accurate.</p></li></ul><h4>Contact <a target="_blank" rel="noopener noreferrer nofollow" class="prose-link" href="mailto:support@userorbit.com"><span><strong><u>Userorbit support</u></strong></span></a></h4>

Adding custom properties for targeting Userorbit product tours

<p>Boost the effectiveness of Userorbit surveys by utilizing custom properties to precisely define target audiences.</p><h2>Why use custom properties for survey targeting?</h2><p>Custom properties enable Userorbit users to deliver surveys only to relevant segments-such as trial users, users who adopted a feature, or accounts in a certain region.</p><h2>Steps to add and use custom properties in survey targeting</h2><img src="https://s3.us-west-1.amazonaws.com/unheard-assets/uploads/d7959d98-ed2c-4f03-a968-91bd4705cf78/8101f25e-6929-4890-9698-d03898cd3f5f/contact-property-selection.png" width="100%" align="center" caption="" aspectratio="3.3954154727793697"><ol><li><p>In the<strong> Surveys</strong> module, click <strong>Create Survey</strong> or select an existing survey.</p></li><li><p>In the<strong> "Targeting"</strong> section, find the <strong>"Audience"</strong> field and click the <strong>"+Rule"</strong> button to open the property selection dropdown where you can select custom properties.</p></li><li><p>If you need a new custom property, go to<strong> Contacts &gt; Properties tab</strong> in Userorbit and click <strong>Add Contact Property</strong> before returning to your survey audience selection.</p></li><li><p>Apply rules like "Plan is Premium" or "Onboarded After Jan 1, 2025" to refine your survey recipients.</p></li></ol><h2>Pro tips</h2><ul><li><p>Define properties that reflect meaningful business segments.</p></li><li><p>Regularly update the values on contacts to keep targeting accurate.</p></li></ul><h4>Contact <a target="_blank" rel="noopener noreferrer nofollow" class="prose-link" href="mailto:support@userorbit.com"><span><u>Userorbit support</u></span></a></h4>

Adding custom properties for targeting Userorbit surveys

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Userorbit is a customer communication and engagement platform
that makes product adoption easy.

Userorbit

Mukesh

Segmentation, URL targeting, events, and custom properties