Adding custom properties for targeting Userorbit surveys

Boost the effectiveness of Userorbit surveys by utilizing custom properties to precisely define target audiences.

Why use custom properties for survey targeting?

Custom properties enable Userorbit users to deliver surveys only to relevant segments-such as trial users, users who adopted a feature, or accounts in a certain region.

Steps to add and use custom properties in survey targeting

1. In the Surveys module, click Create Survey or select an existing survey.
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 survey audience selection.
4. Apply rules like "Plan is Premium" or "Onboarded After Jan 1, 2025" to refine your survey recipients.

Pro tips

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

Contact Userorbit support