Which traits you should be tracking

Traits are useful information that you can use to filter users and companies

Updated over a week ago

Traits are pieces of information you know about a user that are included in an identify call. These could be demographics like age or gender, account-specific like plan or setup.


User traits

As a general rule, you should attach as traits all the information that are useful to classify and segment your users.

These are the most common user traits we've seen:

  • email

  • subscription status

  • source of sign up

  • role

  • industry

  • staff

  • admin

These traits are very useful to narrow the audience of your product analytics report.
In this case for example we only want to look at founders that signed up to June thanks to word of mouth.

By sending the right traits you'll be able to answer questions like:

  • Are product managers more likely to retain compared to founders?

  • Where are most of my sign-ups coming from? Are Social medias bringing more traffic than word of mouth?

  • How many of my paying customers are from a B2B company? How many from a B2C?

Company traits

If you are a B2B SaaS, you can apply the same principle and attach important informations to a company as well. Again, as a general rule you should attach as traits all the information that are useful to classify and segment your companies.
These are the most common company traits we've seen:

  • subscription status

  • company size

  • company stage

  • industry

  • integrations installed

  • set up completed

Here you can see the traits that we are tracking

In most cases, traits are almost "static" e.g they don't change value often. However, it's also possible to have dynamic traits which get updated on the basis of a specific behavior. For example in the image above, traits such as loaded_report_count_last_30_days or the monthly_event_count get updated once a day by a cron job that runs in the back end.

πŸ‘€ Note that in June you can also add user or company traits manually from our UI. This is very useful to qualify your latest signups and make sure that the ones with higher potential have priority. In our case, the tier trait can take the following values depending on the size of the business and industry: 0 (super high priority), 1 (high priority), 2 (mid priority) and 3 (low priority).

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