How User Traits Work in Threads Workflows

User traits are things you know about your users and store in Threads. For example, the user’s email address, name, company, job title, or account type. You can use traits in Threads workflows to trigger communications, but there are a few things to be aware of before you do so.

User Traits

Workflows with only user traits

If you create a workflow whose only condition is a user trait (or with “OR” conditions that can be satisfied with only a user trait), the workflow will not immediately trigger for existing users who have that trait. Next time you send an “identify” event for that user (typically when they login to your product), as long as the trait still matches, they will enter the workflow.

This holds true for workflows that use “OR” conditions which can be matched by only user traits. For example, if you have a workflow whose conditions are “‘event A’ OR ‘user-trait B’”, users who have user trait “B” will not immediately match, but will next time they are identified (or if they send event “A”).

Here’s an example:

If you have 5000 users who have the job title “Engineer,” and you create a workflow that matches anyone with job title “Engineer,” those 5000 users will not immediately get an email from the workflow. Next time they are identified, they will match the workflow and get the email.

Workflows with user traits and events

Workflows that contain events and user trait conditions joined with the AND operator will trigger when both the event and the user trait are matched. If the specified event arrives for a user, and the user already has the required trait, the workflow will trigger. If the event arrives, and the user does not have the trait, it will not trigger. If at some point in the future, the required trait is set for the user, it will trigger (the event doesn’t have to arrive a second time).

Here’s an example:

If you want to send a triggered email to any new user who has a favorite color Blue. You’d set up your workflow to trigger when with event condition “Sign Up” AND the user trait condition exactly matches “Blue”. A new user will receive your triggered email once he/she signs up on your site and enters “blue” as his or her favorite color.

These are just a couple of examples of how user traits work in Threads workflows. Check out our documentation for a ton more info, and please contact us if you have any questions or ideas!