Customer Properties

This article applies to: EnjoyHQ

On this page:

• Manage Customer Properties
• Search, filter, and visualize Customer Properties
• Use Customer Properties with integrations
• Company Properties

Manage Customer Properties

• To manage and modify Customer properties, go to the Customer properties section of the Settings menu.
  
• Add, edit, or delete manual Customer Properties (created by Admins).
• Imported Customer Properties (created by integrations) can also be enabled or hidden.
  

Search, filter, and visualize Customer Properties

• Customer Properties can be used to search and filter your data, and matching Customer Properties will also be suggested when text is entered in the search box.
• To use Customer Properties as a search filter, select Properties under the PEOPLE section.
  
• Then configure the rest of your search query using various search operators and conditions.
  
• Customer Properties can also be used to visualize trends with Charts and Dashboards.
  

Use Customer Properties with integrations

• Integrations connected to EnjoyHQ will import customer feedback along with additional contextual attributes. For example, personas, occupations, industries, usage behaviors, demographics, environmental conditions, etc.

• Depending on the integration and its configuration, this additional information will be imported either as Customer Properties associated with Customer Profiles or as Metadata.

• Customer Properties and Metadata can be used as filter facets when searching your data or for visualizing data trends with Charts.

• When importing Customer Properties, the customer's email address is used as the unique identifier to connect all associated feedback to a given Customer Profile.

•  

  Customer Properties can be imported when connecting the following integrations:

  • CheckMarket
  • Delighted
  • Drift

  • Intercom

  • Salesforce

  • Typeform

  • Zendesk

• You can also use our API to import Customer Properties into EnjoyHQ.

Company Properties

• If a Customer Property is prefixed with "Company.", EnjoyHQ will treat those as Company Properties, which can be used to add context about the customer's organization.

• All Customer Properties with this same prefix will be grouped in their own section in Customer Profiles.

• In addition, if the Company.Name Customer Property is used, that value is used as the customer's Company Name.
  

Related content