User Guide

Introduction to AI Search

Enhance the results of the search engine on your website with tailored product recommendations

Configuring AI Search

Learn how to implement the AI Search Engine on your website

Query suggestions

Give your customers hints while they are typing a word in a search box

Previewing AI Search results

You can check the results of the search engine for your customers

AI Search Engine statistics

Take a detailed look at what your customers search for and how it affects your business

A/B testing

Prepare A/B test of indices to find out which configuration of the AI Search brings better results

Visual search

Let your customers use an image to show that they're searching for

Dashboards

Dashboards is the feature that allows putting all your analyses together in one place

Funnels

A funnel is a division of a customer journey into steps which allows you to follow the journey step by step until the conversion point

Segmentations

Segmentation is a method of organizing customers into groups that share the same characteristics Customers can be segmented according to various criteria

Trends

A trend is a presentation of event occurrences over time on a chart

Metrics

You can calculate your KPI based on the customers’ activity or attributes assigned to them

Histograms

Histograms allow you to present metrics on a chart in order to analyze the results

Reports

Learn how to use reports in your company

Sankey Diagrams

Sankey Diagrams in Synerise allow users to reconstruct the flow of customer actions before or after an occurrence of a particular event

Aggregates

Create a summarized data sets on a basis of a selected event within a specified time range

Geoanalytics

Analyze events with regard to the location where they occurred

Expressions

Expressions allow you to create your own indicators based on mathematical formulas or calculations

Use cases

Take advantage of the instructions for most popular analytics scenarios

Date filtering

Decide when to perform actions or choose time ranges you want to analyze

Filtering

Filter out a profile group for specific and one-off purpose

Operators in analyses and filters

Define the form of an event/attribute value (for example, date, string, text, boolean, and so on)

Value types in analyses and filters

Define the form in which you want to enter the event parameter value

Timezones in Analytics

Learn how timezones affect usage of data in Analytics

Introduction to Automation

Learn about the benefits, prerequisites and best practices of Automation module

Workflow processing logic

Learn more about processing workflows

Automation dictionary

Check the terminology related to the Automation module

Creating workflows

Learn how to build a workflow

Trigger nodes explained

Learn how to use triggers in automation

Condition nodes explained

Learn how to use conditions in workflows

Operation nodes explained

Learn more about nodes that let you import files to Synerise

Flow nodes explained

Learn how to use flow type nodes in automations

Action nodes explained

Learn how to use actions in workflows

Integration

Automation module allows users to go outside the Synerise ecosystem

Data Transformation

Use the Automation module to modify the data to the desired form

Limits

Define the limits within nodes and limits regarding the whole workflow

Statistics and tracking automation events

You can explore statistics of running automations.

Reusing event context from preceding nodes

You can reuse data from preceding nodes to continue building a workflow and personalize content

Using event expressions in Automation

Learn how and where you can use event expressions in Automation

Dashboard

Overview of executed message campaigns

Email

Take advantage of the most popular channel of communication with customers

SMS

Send text messages to customers

Mobile

Send various types of notifications to mobile devices and acquire even more customers

In-app messages

Make use of the possibility of displaying messages in your mobile application

Dynamic content

Dynamic content is a feature that adjusts the content of your website to the preferences of the visitor

Landing page

Use landing pages to convert visitors into customers

Web push notifications

Communicate with your customers by displaying short messages on the screen of a computer or mobile device

Screen views

Screen views let you direct the documents for defined groups of recipients

Promotions

Introduce a system of awarding and spending loyalty points gathered by your customers

Recommendations

Personalized promotions

Win your customers' hearts with product sets suggested by the AI engine

Calendar

Organize your communication schedule with the calendar

Inserts

Inserts are variables that you can place in any message type

Catalogs

Catalogs is a module that facilitates the import of CSV files

Params Manager

You can add and manage attributes assigned to your customers

Events

Events are the basic data you can collect and use in analytics

Data import

You can import data you have acquired in external platforms

Tags

Create tags for use with assets such as promotions

Profile tags

Create and manage tags so you can organize your customers into groups

Files explorer

Add and store all needed files

Documents

Define banners or recommendation frames depending on various factors, like the time of day, and display them in a mobile application

Blocks

Define a block of HTML code which can be used later with inserts into another system part, e.g email

Voucher pools

Code pools let you import discount codes and coupons, which can be used through many communication channels

Schema Builder

Schema builder allows you to create flexible, re-usable data templates

Introduction

Getting started with predictions

Enabling predictions

Learn how to enable the Prediction module for your workspace

Creating predictions

Get know how to set up your first prediction!

Managing predictions

Manage existing predictions and check your usage limits

Predictions glossary

Get to know major concepts in Predictions

Performance measurement

How to measure performance of Predictions

Examples

Out of the box examples of successful implementaion of Predicitions models

List of profiles

Display the list of profiles and use filters to group them into segments

Profile

A customer profile is the collection of all information about a single customer gathered by the application

Profiles import

Import your customers to the application

Adding events in profiles

Send events manually directly from a customer card

Customers with multiple profiles - merging profiles

In some situations, a customer may have multiple profiles that need to be merged

My Account

Configure the settings of a user account assigned to a workspace

Workspaces

Adjust settings of a workspace, manage the billings, and establish the access to modules among the users

Identity & Access Management

Add new users and assign user permissions to them

Apps & Integration

Settings module enables you to set up individual settings, such as customer tags, SMS accounts, web push, communication limits

Configuration

Settings module enables you to set up individual settings, such as customer tags, SMS accounts, web push, communication limits

Export

Generate reports of activities within the workspace