Track custom properties

How to track custom properties and how to use them to create an email campaign or a funnel

Luca Micheli
Written by Luca MicheliLast update 7 months ago

Properties in Customerly allow you to collect and manage multiple pieces of information about your users. These can include attributes like "birthday" or "billing_plan."

Creating Custom Properties

  • Format: When creating a custom property, ensure that you do not use spaces in the name.

  • Usage: You can utilize custom properties to track attributes and work with custom segments.

How to Integrate Properties

  1. Integrate Live Chat: By installing the Customerly Live Chat snippet, you can track user properties seamlessly.

  2. Upload Contact Lists: Match your contact columns with Customerly properties by uploading a new contact list.

  3. Automatic UTM Tracking: The Customerly Live Chat snippet will automatically track UTMs for you, making your analytics more robust.

  4. Zapier Integration: Create a Zap to save new properties on Customerly. For example, see our guide on How To Integrate Customerly With Zapier.

  5. Use REST API: Integrate with Customerly's REST API to track user properties programmatically. Refer to our REST API documentation for more details.

  6. Mobile SDK Integration: Track user information on mobile platforms using Customerly's mobile SDK. Consult our Mobile SDK documentation for guidance.

Conclusion

Properties are a flexible and efficient way to gather insights about your users, enabling you to create personalized experiences. Whether you are tracking basic information, integrating with tools like Zapier, or leveraging the REST API and mobile SDK, Customerly provides a range of options to suit your needs.


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