The Custom Property Node in BayEngage automation flows allows you to dynamically manage user properties as they progress through your campaigns. This powerful feature will enable you to create new properties, update existing ones, or remove properties from a user's profile, providing granular control over your audience segmentation and personalization efforts.
This guide will walk you through the entire workflow of setting up and using the Custom Property Node.
What is the Custom Property Node?
The Custom Property Node is an action available in the BayEngage automation builder. It allows you to modify the custom properties associated with a contact's profile based on their journey within a specific automation flow.
How to Add and Configure a Custom Property Node
Follow these steps to add and configure a Custom Property Node in your BayEngage automation flow:
Step 1: Add the Custom Property Node to Your Flow
You can just navigate to your desired automation flow in BayEngage.
On the right-hand panel, under the Actions section, locate the Custom Property node.
Drag and drop the Custom Property node into your automation flow at the desired point.
Initially, the node will appear unconfigured, displaying "No custom property found."
Step 2: Configure Property Actions
Click on the newly added Custom Property node in your flow.
The configuration panel will open on the right side of your screen, titled "Custom Property" and showing "Property Actions (0)".
Click the + Add Step button to begin defining your property action.
Step 3: Choose an Action Type and Define Your Property
You have three types of actions you can perform with the Custom Property Node: Add new property, Update existing property, or Remove property. You can add multiple actions within a single Custom Property node.
A. Add New Property
This action allows you to create a completely new custom property for the user.
In the "Add Property Action" panel, select Add new property. [Image 4]
Enter the New Property Name (e.g., Color).
Enter the Value for this new property (e.g., red).
Click Add. The new property action will be listed under "Property Actions".
B. Update Existing Property
This action allows you to change the value of an existing custom property for the user.
In the "Add Property Action" panel, select Update existing property.
From the Select Property dropdown, choose the existing property you wish to update (e.g., activity)
Enter the new Value for this property (e.g., inactive).
Click Update. The update action will be listed under "Property Actions".
C. Remove Property
This action allows you to remove a custom property from a user's profile permanently.
In the "Add Property Action" panel, select Remove property. [Image 9]
From the Select Property dropdown, choose the property you wish to remove (e.g., catalogue).
A warning message will appear: "This will permanently remove the selected property from the user's profile."
Click Remove. The remove action will be listed under "Property Actions".
Step 4: Manage Existing Property Actions (Edit & Delete)
Once a property action (Create, Update, or Remove) has been added, you can modify or delete it directly from the "Property Actions" list.
Edit an Action:
Next to the listed property action, click the pencil icon (edit icon).
This will reopen the "Add Property Action" panel with the details pre-filled.
Make the desired changes (e.g., change the property name, value, or action type).
Click Update or Add (depending on the action type) to save your changes.
Delete an Action:
Next to the listed property action, click the trash can icon (delete icon).
The action will be immediately removed from the "Property Actions" list.
Step 5: Add Multiple Actions (Optional)
You can add multiple "Add new property", "Update existing property", or "Remove property" actions within a single Custom Property Node by repeatedly clicking + Add Step and configuring each action.
Step 6: Save Your Configuration
Once you have added and managed all desired property actions, click the Save button in the top right corner of the configuration panel.
The Custom Property node in your automation flow will now reflect the configured actions. If multiple actions are present, it will show the first action and indicate the number of additional actions (e.g., "Create: color as red +2 more actions").
Conclusion
The Custom Property Node is an indispensable tool within BayEngage's automation builder. By enabling you to precisely manipulate user custom properties at various stages of a customer journey, it allows for highly dynamic segmentation, personalized content delivery, and more effective automation strategies. Leveraging this feature ensures your user profiles are always up-to-date and relevant, leading to more impactful and targeted campaigns.