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.
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.
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.
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.
Important note on relationship-based computed properties!
While journy.io comes with relationship conditions in its condition builder, relationship-based computed properties are indispensable when sync'ing downstream ecosystem apps in a B2B environment. If this feature would not exist, the amount of work for creating and maintaining multi-account-multi-user B2B relationship metrics would simply be an incredible burden on the product team.
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
Tip: http://journy.io offers free onboarding! 🚀
Go to the Onboarding Page and book your 60 minute spot!
https://www.journy.io/utilities/book-meeting