User Properties
What are user properties?
User properties are attributes you send to Zata 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 Zata. For custom user properties specific to your application, however, you will need to send them to Zata, yourself.
Why send user properties to Zata?
One of the powerful features of Zata 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 Zata.
How do I send user properties?
Custom user properties are sent to Zata 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 Zata settings. Please note that user properties will only appear on this list after at least one user with this property has been identified in Zata.
Which user properties should I send?
Here’s a set of recommended user properties to start sending first. You can add more later as well
Recommended
Property
Reasoning
User ID
To identify user
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
Property
Reasoning
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.
The more information you pass, the more power you will have at your hands.
To pass a user attribute, you must call the zata.identify() function as shown below.
For example, if you want to pass the user attribute projectID, you'd add projectID: 1.
Passing date parameters
You can pass extra date parameters other than the created_at parameter using the ISO 8601 format.
For example, you can pass the date where the trial for a certain user ends as follows trialEnds: '2019-10-31T09:29:33.401Z'
IMPORTANT: If your user’s data changes in some way without a page load, you should call the zata.identify() function again.
This will cause Zata to check for any new changes to the user’s data. You only need to include whatever has changed—you don’t need to include all user data in each update.
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