How to manage Properties to use in Acquisition Analysis

Create customized properties to understand which acquisition channels drive the most valuable users, how different regional campaigns perform, and which user segments respond best to specific marketing efforts. These insights help you prioritize marketing investments, optimize campaign strategies, and demonstrate clear ROI to stakeholders.

This article will guide you on how to create new properties, edit, duplicate and delete defined properties.

Before you begin

• You will need to be an Analyst, Expert or Admin role. Viewer roles can only view properties.
• A clear understanding of your data needs. Consider which property types align with your analysis goals (Event properties, User Properties).
• Establish a naming convention that indicates which team or region owns each property.
  Document the purpose and logic of custom properties in a shared team resource.

Best practices for managing Properties

• Use descriptive naming conventions: Include context in your property names (e.g., "Marketing Channel - EMEA" rather than just "Channels") so team members instantly understand the property's purpose and scope.
• Start with a strategy: Before creating many properties, document your taxonomy strategy. What categories matter to your business? Which teams need custom definitions? How will properties be named?
• Audit regularly: Schedule quarterly reviews of your Properties list to archive outdated properties, update naming conventions, and identify opportunities for consolidation.
   

How to access Properties

1. Click on 'Analysis setup' from the menu.
2. Click on 'Properties'.

You will see a list of properties available for your project, including Marketing channel and custom properties that you create.

Create a property

1. Click 'Create Property'. 

2. Name you property.

   

3. Set the property type from the list. You can currently select from:
   • Event 
   • User
      
4. Build you logic:
   • Set value to: Enter the value that should be assigned when conditions are met
   • Matching logic: Choose whether all or any conditions must be true
   • Add filters: Click Add filter to define your conditions
      
5. Define your property filter conditions.
   • Property: Select the metadata to evaluate (e.g., utm_source, utm_medium, referrer)
   • Operator: Choose from the available list
   • Value: Enter the value to match against 
      
6. Click 'Save' Property'.

Use clear, descriptive names for your properties to help team members understand their purpose. For example, "Marketing Channel - North America" is more informative than "Channel NA."

When defining property conditions, use operators to determine how the property identifies and categorizes your data. Here's what each operator does:

Duplicate a property

Duplicating a property is useful when you need to create variations of an existing property, such as different regional versions of a marketing channel definition.

1. From the Properties list, click on the row of the defined property you need to duplicate.

2. Click '...' and then click 'Duplicate'.

   

3. Rename the property title.

   

4. Update the existing logic and/or filter groups. 
    
5. Click 'Save Property'.

Edit a property

1. From the Properties list, click on the row of the property to edit.
    
2. Expand to see or edit the existing rules.
   • The property name at the top of the panel
   • The conditional logic and filter groups 
      
3. Edit the conditions as needed (add, edit or remove)
    
4. Click 'Save property'.

Property operators

Delete a property

Delete defined properties that are no longer relevant to your analysis, such as properties tied to discontinued campaigns or outdated business structures.

1. From the Properties list, click on the row of the property to delete.
    
2. Click on '...', then click 'Delete'.

Common use cases

Manage the default Marketing channel property

The Marketing channel has a default set of rules that Contentsquare uses to categorize acquisition traffic. You can view and manage these existing rules for the ‘Marketing channel’ property in Acquisition Analysis to:

• Quickly understand and align the Marketing channel rules based on your acquisition tracking methodology.
• Track any query parameter.

1. Search for ‘Marketing channel’ in the the Properties page.
2. Click on the row to view the list of rules.
3. Update the existing rules.
4. Click ‘Save’

Marketing channels should be built based on how you define each segment. If you are unsure, we advise speaking with your Marketing team.

Create custom Marketing channel properties for regional teams

When to use this approach: Your marketing team manages different regions or markets, and each has unique campaign structures, local advertising platforms, or region-specific channels that don't fit into standard marketing channel categories.

1. In the Properties page, search for 'Marketing channel' and click on that row.
2. Click ‘...’
3. Click ‘Duplicate’.
4. Name your property to clearly indicate the region or team, for example: "Marketing Channel - North America" or "Marketing Channel - EMEA."
5. Define cthe onditions that categorize traffic based on your regional campaign structures.

Repeat this process for each region or team that needs a customized marketing channel definition.