Topics

Overview

Properties can either be set by sources, as native source properties, or can be computed by journy.io as computed properties. Both [types of] properties will eventually be the field names that are mapped against destination fields. The values of these mapped fields (for each account, user or unique relationship between users and accounts) will eventually be synchronised to the matching users and accounts in each active destination.

Relationship properties cannot be sync'ed but is essential in defining account-based user playbooks, where relationship properties such as Role, Account Settings, etc... are key in building conditions.

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Let us show you how it's done... 🚀

Native Source Properties

Source properties can automatically be defined and set by a connection (source), if it has the option "Add events and update properties for contacts" selected in the source definition.

The other option is to create it from your SaaS Platform or website, through the Upsert API call.

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Adding a Source Property in the journy.io UI

Here's what you need to do step by step:

• Go to the properties menu

• Press the [ + ] button in the upper right corner and select "Add source property".

• Give a name to that property. If you try entering special characters or space, journy.io will either not react or enter an underscore character ('_') instead.

• Press the "Add" button.

You'll see the property in the list.

Computed Properties

Computed properties are properties that are computed by journy.io, upon changes in account and user journeys. This is core building block for contextual and behavioural intelligence in journy.io.

Default computed properties

Adding a computed property in the journy.io UI

Here's what you need to do step by step:

• Go to the properties menu

• Press the [ + ] button in the upper right corner and select "Add computed property".

• Select the topic of the computed property you want to create:

  • Event-related computed properties are calculations based on events and their metadata.

  • User-/Account-related computed properties are calculations related to the relationship between users and accounts. E.g. 'AmountOfAdminUsers' could return a number representing the amount of admins in an account.

• Give a name to that property. If you try entering special characters or space, journy.io will either not react or enter an underscore character ('_') instead.

• Select Category, Topic, Function and additional fields for the chosen function.

• Press the "Add" button.

You'll see the new computed property in the list, and in the 360 customer view, along with all other (native and computed) properties.

Here's a list of popular computed properties:

• Event-related

  • Counters and occurrences

  • Period over period increase/decrease

  • Daily/Weekly/Month averages

  • First/Last seen dates

  • Count/Sum/Average metadata values

  • First/Last seen metadata values

  • Most frequent metadata values

  • Min/Max metadata values

• Relationship-based

  • Nr of users with any given user-/account-relationship conditions.

  • % of total users with any given user-/account-relationship conditions.

Deleting a Property

Here's what you need to do step by step:

• Go to the properties menu

• Hoover over the property you want to delete, and press the trash icon.

• Enter confirm and press "Remove" button.

• Your property is gone from the list, and will not be defined anymore, until a source adds it (as source property only!).

How to set journey properties in JS

You can set journy.io journey properties by a fix set of JS calls, right from within your website or application.

Here's a list of available calls at your disposal:

• You can use the following script to identify a journy by email.

  journy("identify", { email: "john.doe@domain.tld" });

• You can use the following script to trigger an event by tag string.

  journy("event", { name: "download ebook 15" });

• You can use the following script to set user properties.

  journy("properties", { first_name: "john", last_name: "Doe", age: 27, phone: "+1 606 404040" })

You can find the full API description in: https://developers.journy.io/#section/Frontend