Using Custom Profile Properties with Flows and Segments

Goals and Outcomes

Unlock the power of custom profile properties provided by third-party integrations and zero-party data.

In this article, you'll learn how to effortlessly create segments, define flow conditions, and personalize message content using custom profile properties.

Custom Profile Properties Overview

Understanding Custom Profile Properties

Custom profile properties are specific attributes or data points associated with individual customer profiles. These properties provide additional insights and information beyond standard contact details, allowing you to capture and store specific customer characteristics or preferences.

Yotpo SMS & Email can receive custom profile properties about a customer collected via third-party tools such as KnoCommerce and Triple Whale. These custom profile properties can be used to create customer segments, message personalization, and flow conditions.

Examples include:

• From a Product recs tool: "sunscreen_preference"

• From a Quiz platform: "hair_color"

• From an Analytics platform: "purchase_frequency"

With custom profile properties, you can segment your audience, create personalized experiences, and tailor your communication based on unique attributes such as demographics, preferences, purchase history, or any other custom data point relevant to your business.

Using Custom Profile Properties

• Personalized recommendations - utilize custom profile properties like "favorite_product_category" or "skin_type" to offer personalized product recommendations based on customers' specific interests and preferences.

• Targeted campaigns - create segments based on custom profile properties such as "location," "age_group," or "purchase_history" to deliver targeted SMS and email campaigns tailored to specific customer segments.

• Dynamic content - use custom profile properties to dynamically populate content within your SMS flows and emails. For example, include specific details based on their profile properties such as gender, taste preferences, or even favorite color to add a personalized touch.

Important

When you are importing data from an email service provider, only static custom profile properties will be imported. Static custom profile properties remain the same for the customer such as “email_opened”.  Dynamic custom profile properties may change  such as “last_updated” and can only come from Yotpo sources like a popup or from Shopify.

Creating Custom Profile Properties

To create a custom profile property, you can use the following methods:

• Create a custom customer event endpoint. You can define and set up custom customer events aligning with your unique business requirements.

• Adding custom fields to your subscriber collection forms.

• Importing customers through a CSV with custom profile properties.

Once successfully created, the custom profile properties will automatically appear in Yotpo SMS & Email, enabling you to seamlessly incorporate them into your segments and flows.

Important

When you import custom profile properties via a customer import CSV, make sure your variables include only alphanumeric characters, underscores, and hyphens. Using any other characters may cause issues identifying them in our templates.

Creating Segments with Custom Profile Properties

To segment your subscribers based on custom properties from your store:

1. In your Yotpo SMS & Email main menu, go to Audience > Lists & Segments.

2. Click Create audience.

3. Select the Build manually type, name it, and click Create audience.

4. From the Select filter menu navigate to Customer attributes > Custom attribute.

5. Choose the desired custom attribute from the second dropdown menu. The list will include all of the custom profile properties you have set up.

6. Based on the properties of the selected attribute you can choose between different operators and variations to fine-tune your segmentation.

7. When you’re done adding filters, click Save segment.

Now, your subscribers will be grouped based on the specific custom property you've chosen, allowing you to target them with tailored flows and campaigns.

Using Custom Profile Properties as Flow Conditions

To add custom conditions to your flows follow these steps:

1. Create a flow from scratch or edit an existing one.

2. Add a condition step.

3. Scroll to the Custom Profile Properties section and select the condition you want to add. The list will include all of the custom profile properties you have created.

4. Continue building your flow as usual. To learn more, check out our Creating a Flow in Yotpo SMS & Email article.

Adding Custom Personalization Tags to Flows

You can also include custom profile properties in your flow SMS and email messages.

1. Go to the SMS step in the flow you want to edit.

2. Click on the additional Personalization tags button under the text editor

3. Scroll to the Custom Profile Property Codes section and select the personalization tag you want to add to your message.

Adding Custom Personalization Tags to Emails

You can also include custom properties in your email campaigns or flows.

1. Go to your email editor.

2. Select the content block you want to add a custom property to and click on personalization tags.

3. Scroll down to the Custom section and select the desired personalization tag. The first time you set up a personalization tag, you have the option to set fallback text to show if data for the tag is missing.

4. Make sure the personalization tag is relevant for the audience you have selected and click it to insert the tag into the content block.