User Properties Overview
This article covers custom user properties in Appcues. It includes:
- What are user properties?
- Why send user properties to Appcues?
- How do I send user properties?
- Where can I see which user properties I'm sending?
- Which user properties should I send?
- How do I remove user properties?
What are user properties?
User properties are attributes you send to Appcues from your product about your users. They are the “adjectives” that describe your users. Examples include things like Name, Email Address, Company, Role, Created Date, etc.
Some user properties, like Browser and Current Page URL, are automatically sent to Appcues. For custom user properties specific to your application, however, you will need to send them to Appcues, yourself.
Why send user properties to Appcues?
One of the powerful features of Appcues is the ability to very specifically target users based on who they are or where they are in their customer lifecycle. For example, you may want to target “new marketing admins”, for which you would need to know “created date”, “role”, and “team”. All of these are user properties you can send to Appcues.
How do I send user properties?
Custom user properties are sent to Appcues when a user is identified. Check out the section on sending user properties in our Installation Overview (for Developers) article for more information.
Where can I see which user properties I’m sending?
All your custom properties will be listed on the Events and Properties page in your Appcues settings. Please note that user properties will only appear on this list after at least one user with this property has been identified in Appcues.
You can also see user properties on a certain page in your app if you open the Appcues Debugger.
Which user properties should I send?
Here’s a set of recommended user properties to start sending first. You can add more later as needed, but (as you probably know) developer time can be hard to come by.
Recommended / Necessary
|User ID||The only absolutely required user property, must be present for Appcues to function.|
|First Name||For personalizing content.|
|Last Name||Also for personalizing content (but more optional).|
|Email Address||Can be used for various identification.|
|Created Date (user)||For knowing how long a user has been using your product.|
|Company Name||For personalizing content.|
|Plan Type||Example: trial, paid. Used for lifecycle targeting.|
|Plan Tier||Example: standard, enterprise.|
|Role||Example: admin, standard. However you differentiate permissions.|
Additional / Optional
|Team||Example: marketing, sales. Or any other way you segment your users.|
|Location||Example: state, zip, country, etc (use multiple properties). Target on where your customer lives.|
|Version||If users can be on different version of your application they may need to see different content.|
|Beta User / Feature Flags||To communicate with users who have access to certain features.|
|Language||For multi-language applications.|
|Renewal Date||To remind users to renew. This is generally an account level property that is added to each user.|
Installation plan template
To make it easy to figure out what user properties (and events!) you want to send to Appcues, we created an installation plan template. If you choose to create an installation plan, you can share it with the developer(s) that will install Appcues so they know exactly what data you need!
How do I remove user properties?
If you reach out to firstname.lastname@example.org with a list of user properties that you would like to remove from your Appcues Studio UI, we can remove them for you. Alternately, you can toggle the "Show in Menus" slide next to the user property in the Events section on your Settings page.
Neither of these options will remove the data from Appcues's database, but the properties will no longer be visible in the Studio interface.