Properties

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What Are Properties?

By and large, properties are just a way to describe the metadata attached to an Account, Contact, or Events. With that said, there are some slight distinctions between what kinds of properties typically exist on Accounts and Contacts and the stuff that comes with Events. So let's take each one individually.

Account & Contact Properties

Account and Contact properties are typically the additional information you would store in your CRM about that company or person. For an Account it could be the company's revenue, or location, or website URL. For a Contact it could be the person's phone number, title, or LinkedIn profile URL. Whatever you want to store as a property on an Account or Contact can be stored as a property on an account or contact.

Just a few of the many properties you could store on an account

It's also not unusual to enrich Accounts and Contacts through services like Clearbit. If that's something you do, the additional data that service layers on top will also come through as properties on the Account or Contact.

Clearbit is one of the many services that can enrich your Account and Contact properties

Event Properties

Event properties are roughly the same idea (additional data that is attached to events), but they work slightly differently. When you send an event from your website or product, you may include some additional information as properties. Take a `Signed Up` event, for instance. When your product pushes that to Variance, you also might include the company name, plan type, or referrer if it was provided. All that information can be viewed in Variance and toggled on and off (see below).

Properties let you include additional information with an event

Toggling On/Off Event Properties

Many of the events you pass to Variance will have properties attached. Some of these properties are really important to understanding what happened when the user interacted. For instance, if you had an event with `Selected Pricing Option` you also want to know the value of the property `Tier` which would indicate whether the user choose and individual or a team plan. Since we know how important is it to see some properties every time the event comes through we allow you to toggle on and off properties for any event. When you do that the property will show up for all instances of that event, both on Variance and in Slack.

Adding properties to events is just a few clicks away

Property Follows

In addition to being able to see properties on Account and Contacts and toggle them on and off for Events, you can actually follow properties. If you're familiar with SQL, this is the equivalent to adding a `where` clause. All Account, Contact, and Event Type properties can be followed, just like everything else in the system. Here's how it works:

  1. Go to the Accounts, Properties, or Event Types section.
  2. Click the Properties tab.
  3. Click Follow
  4. Choose which Stream to follow that property in
  5. Define the match you want on that property (is equal to, contains, does not contain, does not exist, exists, is greater than, is less than, is not equal to)

Here are a few good use cases to consider for Account & Contact property follows:

  • Geographic Territories: You can follow all accounts where `State is equal to CA`
  • Owned Territories: You can follow all accounts where `Owner is equal to Noah Brier`
  • Title Streams: You can follow all contacts where `title contains marketing`

In addition, here are a few examples of how you can use property follows with Events:

  • Docs: As shown in the example above, you might want to see all visits to Docs pages by following `url contains /docs`
  • Pricing: If you have a number of different pricing events and modals, you might want to just use property follows with `name contains pricing` (you can also follow it a second time in the same Stream with `name includes price` if necessary).
Last Updated: 
June 10, 2021