User Guide

AI Predictions

Learn how you can use the Prediction feature in your business

AI Recommendations

AI Search

Enhance search results with the products that match customers' preferences

Personalized promotions

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

Regular Promotions

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

Introduction to Automation Hub

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

Workflow processing logic

Learn more about processing workflows

Dictionary

Check the terminology related to Automation Hub

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 Hub allows users to go outside the Synerise ecosystem

Data Transformation

Use Automation Hub 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 Hub

Learn how and where you can use event expressions in Automation Hub

Tagging workflows

You can assign tags to workflows

Workflow scheduler

You can schedule an automatic transition between workflow statuses

Profile overview

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

Attributes

You can add and manage attributes assigned to your customers

Profile tags

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

Adding profiles

To start collecting information about profiles, add them to your workspace

Editing profiles

You can edit information about a single profile or perform a batch update on a group of profiles

Filtering the list of profiles

To quickly find a group of profiles who meet specific characteristics apply filters on the list of profiles

Importing profiles

Import profiles to your Synerise workspace

Exporting profiles

You can export profiles with their data to a file, which can be sent to an external source

Adding events in profiles

end events manually directly from a profile card

Customers with multiple profiles - merging profiles

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

Deleting profiles

Learn how you can remove profiles from your workspace

Live Aggregates

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

Expressions

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

Events

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

Catalogs

Catalogs is a feature that facilitates the import of CSV files

Tags

Create tags for use with assets such as promotions

Files

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

Snippets

Snippets are reusable pieces of content

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

Data import

You can import data you have acquired in external platforms

Exporting data

You can access files exported in various components in the Synerise platform

Brickworks

A flexible content management system that lets you create custom schemas tailored to your business needs

Blocks

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

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

Geoanalytics

Analyze events with regard to the location where they occurred

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 Decision Hub

Learn how timezones affect usage of data in Decision Hub

Calendar

Organize your communication schedule with the calendar

Dashboard

Overview of executed message campaigns

Dynamic Content

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

In-app messages

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

Landing Page

Use landing pages to convert visitors into customers

Screen Views

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

Email

Take advantage of the most popular channel of communication with customers

SMS

Send text messages to customers

Push

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

Web Push

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

Tagging campaigns

You can assign tags to the campaigns you send manually or through a workflow

Communication statuses

Explore statuses your communication can acquire

My Account

Configure the settings of a user account assigned to a workspace

Workspaces

Adjust settings of a workspace and establish users' access to modules

Identity & Access Management

Add new users and assign user permissions to them

Apps & Integration

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

Configuration

You can set up individual settings, such as customer tags, SMS accounts, web push, communication limits

Organizations

An organization is a group of workspaces managed together

Protection of personally identifiable information

Ensure secure handling of personally identifiable information for user privacy

Data exchange encryption

Encrypt incoming and/or outgoing data with RSE or AES keys