Quackback

Using custom properties in Quackback

Learn how to leverage custom properties for advanced targeting and analysis in Quackback.

Custom properties allow you to enrich your user data with specific attributes relevant to your business. This feature enables more precise targeting, segmentation, and analysis of your survey results.

Understanding Custom Properties

Custom properties are additional data points you can associate with your users or survey responses. They can include:

  • User-specific information (e.g., subscription tier, industry)
  • Transaction data (e.g., total spend, last purchase date)
  • Product usage metrics (e.g., features used, engagement score)

Setting Up Custom Properties

Step 1: Define Custom Properties

  1. In your Quackback dashboard, go to "Settings" > "Custom Properties".
  2. Click "Add New Property".
  3. Define the property name, type (string, number, boolean, date), and description.

Naming Convention

Use clear, consistent naming conventions for your custom properties to ensure easy understanding and use across your team.

Step 2: Assign Values to Custom Properties

You can assign values to custom properties in two ways:

  1. Via API: Update user profiles programmatically.
// Example of updating a custom property via API
quackback.updateUser('user123', {
  customProperties: {
    subscriptionTier: 'premium',
    lastPurchaseDate: '2023-07-15'
  }
});
  1. Manual Upload: Upload a CSV file with user IDs and custom property values.

Bulk Updates

For large-scale updates, use the CSV upload feature to efficiently update custom properties for multiple users at once.

Using Custom Properties in Targeting

  1. When creating or editing a survey, go to the "Targeting" section.
  2. Click "Add Condition" and select the custom property you want to use.
  3. Set the condition (e.g., equals, greater than, contains) and the value.

Example targeting condition:

Leveraging Custom Properties in Survey Logic

Use custom properties to personalize survey questions or control survey flow:

  1. In the survey builder, use the {{customProperty}} syntax to insert custom property values into questions.
  2. Use custom properties in skip logic or display conditions for questions.

Dynamic Content

Leverage custom properties to create more personalized and relevant survey experiences for your respondents.

Analyzing Results with Custom Properties

  1. In your survey results, use the "Segment" feature to filter responses based on custom properties.
  2. Create cross-tabulations to compare responses across different custom property values.
  3. Export raw data including custom properties for advanced analysis in external tools.

Data Privacy

Ensure that your use of custom properties complies with data protection regulations and your privacy policy, especially when dealing with personally identifiable information.

Best Practices for Custom Properties

  1. Keep It Relevant: Only create custom properties that provide meaningful value for targeting or analysis.

  2. Maintain Data Quality: Regularly audit and clean your custom property data to ensure accuracy.

  3. Document Thoroughly: Maintain clear documentation on what each custom property represents and how it's used.

  4. Update Frequently: Set up processes to keep custom properties up-to-date, especially for frequently changing data points.

  5. Limit Sensitive Data: Avoid using highly sensitive or personal information as custom properties unless absolutely necessary.

Advanced Use Cases for Custom Properties

Predictive Scoring

Use machine learning models to generate predictive scores as custom properties:

  • Churn risk score
  • Upsell propensity score
  • Customer health score

Behavioral Segments

Create custom properties that represent complex behavioral segments:

  • Power user status
  • Engagement level category
  • Feature adoption score

Automated Updates

For dynamic custom properties like behavioral segments or predictive scores, set up automated processes to update these values regularly.

By effectively utilizing custom properties in Quackback, you can create highly targeted surveys, gain deeper insights from your results, and drive more personalized experiences for your users.