Adding custom properties for targeting Userorbit checklists

Enhance your Userorbit checklists by utilizing custom properties to precisely define target audiences for onboarding tasks.

Why use custom properties for checklist targeting?

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.

Steps to add and use custom properties in checklist targeting

1. In the Checklists module, click Create Checklist or select an existing checklist.
2. In the "Targeting" section, find the "Audience" field and click the "+Rule" button to open the property selection dropdown where you can select custom properties.
3. If you need a new custom property, go to Contacts > Properties tab in Userorbit and click Add Contact Property before returning to your checklist audience selection.
4. Apply rules like "Role is Admin" or "Created Date is within 7 days" to refine your checklist recipients.

Pro tips

• Define properties that reflect meaningful onboarding segments.
• Regularly update the values on contacts to keep targeting accurate.

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