What are Properties?

The Properties feature on erxes allows you to understand your customers better by either using

1. Default properties - the universal default properties, such as names, email addresses, etc.
2. Custom Properties - properties unique to your business use case

The default Properties are a bit different in Customers, Companies, Products & Services. But, generally, the first name, last name, primary email, primary phone number, etc are the default ones which means even if the user won't create a Custom Property they can create segments based on the Default Properties as well. Therefore, the users of erxes don't need to worry since the default properties can also help to Create segments as well. 

An example of creating a Segment based on Default Property:

How can you use Custom Properties?

By creating the custom properties you can

• identify the leads/customers better by creating Segments based on the Custom Properties.
• import customer data according to your unique business needs or carry over all of your data from another CRM.
• personalize your emails with conditional content by inserting these personalization tags, or titled "Attributes" in erxes

How to create a Custom Property?

1. Go to Settings -> Properties
2. Create a Group first. Your first group can be named "Custom Properties". In the future, you can tailor these to your needs.
3. Create the Property and choose the previously created Group.

You can download the CSV file based on the Custom Property you've created which means you'll be able to Import the file you have on your laptop/desktop.

Scenarios

Event management process

A person reaches out to the event management business through their Facebook Page and tells them that they have certain dietary restrictions. Afterward, the operator on erxes will list person A as a vegan.  This process will go steadily and once the event is over if the manager wants to know the people with different dietary restrictions it will be known since the Property was already created which means it can be used for creating Segments as well. An example of creating a Segment based on the Dietary Restrictions Custom Property: 


 

Tracking customers in different States

Companies with a high number of customers from different States can create a Custom Property which could be called States and later on mark their customers when they receive messages in the Team Inbox.  Later on, when there are several people from different states they can be tracked by creating Segments based on the State Custom Property.