Managing customer properties
Integrations connected to EnjoyHQ will import customer feedback and any other metadata associated with it. By metadata, we mean things like customer email address, payment plans, segmentation data, product usage metrics etc.
All metadata imported into EnjoyHQ can be used as filters in your search area. This helps you create very detailed and useful search queries.
To know which customer properties are available in your account, simply go to search, click on the Properties filter under PEOPLE, once selected, EnjoyHQ will display all the properties that are available for that customer.
EnjoyHQ tries to match customers across multiple sources using email as the unique identifier. For example, let's say you uploaded a customer interview to EnjoyHQ and you want to make sure the interview is linked to any other feedback that customer has given you via any of your feedback sources such as an app store review.
All you need to do is add the email address of that customer to the customer profile and EnjoyHQ will match it for you. See an example below.
Customer properties are available when connecting the following integrations:
- Intercom
- Salesforce
- Zendesk
- Drift
- Typeform (if configured)
- Delighted
- Your own custom API
Basic customer properties (name and email) are available when connecting the following integrations:
- AskNicely
- Wootric
- Promoter.io
You can use metadata or customer properties to build customers segments or simply filter your feedback in more strategic ways. You can learn more about creating segments in EnjoyHQ here
Managing customer properties
Having many customer properties available in your account can help you build very useful search queries or group customers in segments. However, if you want to manage the number of properties visible in your account you can use EnjoyHQ's Customer Properties Manager to enable or hide imported properties in your account. You can always bring hidden properties back.
You can also managed properties created in EnjoyHQ itself. These can be renamed, deleted and you can create new properties.
Manually created / Imported customer properties
Email your Customers
EnjoyHQ makes it easy for you to email your customers, so you can keep them close to your product improvements. Just hover over the customer's name the customer profile and double click on the email address. Now you can email your customers from a feedback doc.
Customer's company information
If a customer property is prefixed with company. EnjoyHQ will treat those as company properties, you can use these to describe information describing the customer's organizational unit. All properties with this prefix will be separated in the customer profile's property list and will have a company icon assigned to them.
Specifically, if you assign a company.name property, we will use that as the customer's company name, and it will be visible in the default view in the People section.
