Managing Custom Properties in Etropo

Custom properties allow you to add structured data to your marketing budget items. This feature helps you organize and analyze your marketing expenses in ways that match your team’s unique needs.

Understanding Properties

Properties are custom fields that you can add to your budget items. Each property can store different types of information:

• Text: For free-form text input
• Number: For numerical values
• Select: For choosing from predefined options
• Yes/No: For boolean values

Properties help you track important aspects of your marketing expenses, such as:

• Campaign names
• Marketing channels
• Departments
• Project codes
• Approval status
• And any other custom data your team needs

Adding Properties

To add a new property:

1. Go to Settings > Properties
2. Click “Add Property”
3. Enter the property name
4. Choose the property type
5. For Select type, add the options you want
6. Save

Only account administrators can manage properties.

Property Types in Detail

When creating a property, you can choose from these types:

Text Properties

• Allow free-form text input
• Sample use-case: Detailed description

Select Properties

• Provide a dropdown with predefined options
• Ensure consistent data entry from marketing team members
• Can be updated with new options later
• Must have at least one option defined
• Sample use-case: Business Goal: Acquisiton, Conversion, Brand, Operational

Yes/No Properties

• Simple boolean choice
• Perfect for approval flags or status indicators
• Display as toggles in the interface
• Sample use-case: Certificated of residence required

Number Properties

• Accept numerical values only
• Useful for tracking quantities, scores, or IDs
• Support decimal values
• Sample use-case: Expected conversions

Managing Properties

Editing Properties

To modify an existing property:

1. Find the property in your list
2. Click the edit (pencil) icon
3. Update the name or options
4. Save changes

Note: The property type cannot be changed after creation to maintain data integrity.

Property Display Order

Properties appear in your budget items in the same order as they’re listed in the Properties tab. The order is maintained automatically based on when properties were created.

Removing Properties

To remove a property:

1. Locate the property in the list
2. Click the delete (trash) icon
3. Confirm deletion

Important:

• Deleting a property will remove it from all budget items
• This action cannot be undone
• Consider the impact on existing data before deletion

Using Properties in Budget Items

When creating or editing budget items, your defined properties will appear as input fields. Team members can:

• Fill in text properties
• Enter numbers
• Select from dropdown options
• Toggle Yes/No switches

All property values are searchable and can be used to filter your budget items.

When exporting your marketing budget from Etropo all properties will be exported as well.

Best Practices

• Make sure added properties will be actually used by your team. The more properties you’ll add the harder it will be to maintain it.
• Keep property names clear and concise
• Use Select type for values that should be consistent across items
• Review and clean up unused properties periodically
• Consider reporting needs when designing properties

Properties are a powerful way to customize Etropo for your team’s specific needs. They provide structure to your budget data while maintaining flexibility for different use cases.