Wootric Pro and Enterprise plan users can set custom attributes that will show up as filters inside of Wootric. This will give you the power to segment your users into groups meaningful for your business and report Net Promoter Score and other metrics for each of those groups.
For example, if you are an HR management tool, you may want to examine your NPS scores and feedback by employee type (i.e., manager, individual contributor). This may give you richer insight into your drivers of satisfaction, and whether these differ by user type.
To set up segmentation using our Intercom Messenger App, go to Wootric Settings -> Trigger Surveys -> Intercom Surveys and add the properties you wish to parse.
To set up segmentation using email templates, click here.
Setting up Custom Attributes for in-app surveys
In addition to the core user ID information (email) and signup date (created_at) fields that are included in the Wootric snippet, you can add up to 5 custom attributes as additional key value pairs as long as they are in string format. Common attributes we see customers add to the snippet include user type, price plan, and engagement.
Learn more in the Wootric docs
You add custom attributes within the Wootric JS code snippet or mobile SDK's as additional key/value pairs. Make sure to double check that your custom attribute keys always have a JSON-valid value; this means quotes around strings and sending null as a value when there isn’t a value for that user.
Wootric supports strings, Integers, Dates, and Booleans as values.
- Keys cannot contain characters such as '$', '.' or the NULL character.
- Values cannot be nested hashes or arrays.
Here's an example of custom attributes set within the Wootric snippet (labeled as properties)
What Custom Attributes can I send to Wootric?
Send any custom attributes you like to Wootric, as long as they are in string, integer, date or boolean format. We find that the most meaningful attributes for Net Promoter Score, CSAT, and CES segmentation include things like user type, price plan, engagement, and geography.
Can I hide or show my Segments in my Dashboard?
Yes. You can choose to Edit Segments and this will take you to Manage Segments. There you can choose to Hide/Show Segments in your Dashboard. This will Hide and Show them for everyone who uses your Dashboard.
Is there a limit on the number of custom attributes I can send to Wootric?
On our self-service plans, we limit you to 5 attributes. If you need more than 5, just contact us! Each attribute can contain unlimited values, which will give you the flexibility to pass individual user data such as an activity date, an ID, or a number of transactions.
What does this look like within Wootric?
The addition of custom attributes brings new functionality to your Wootric dashboard. Attributes show up on the left hand side of the dash, and can be selected to filter scores, trend graphs, and responses.