Data Management

Catalogs

• Introduction to catalogs

  Learn how you can use catalogs in your business

• Creating catalogs

  Catalogs is a place for various data which you can use to enrich events in real time

• Previewing catalogs

  You can check the contents of your catalogs

• Removing catalogs

  Learn how to remove catalogs

You can add and manage attributes assigned to your customers

Profile attributes

Events

• Introduction to events

  Events are customer activities on the website

• Managing event definitions

  Apart from tracking default activities on your website, you can add your own

• Event parameters and enrichment

  Supplement events with additional parameters

• Event authentication settings

  Learn how to enable authentication of customer activity tracking

• Importing custom events and transactions

  Learn how to import custom events and transactions

• Synerise event reference

  Events that exist by default or are generated by elements of Synerise

Data import

• Introduction to data import

  Learn how to use imports to your advantage

• Importing custom events

  To be able to perform actions towards your profiles and analyze their behavior, import custom events to Synerise

• Importing data to catalogs

  You can import various types of data to a Synerise catalog

• Importing profiles

  To be able to perform actions towards your profiles, you need to import them to Synerise

• Importing promotions

  If you created promotions in external tools, you can import them to Synerise

• Importing transactions

  Learn how to import transactions to Synerise

• Importing vouchers

  Import discount codes and coupons, which you can later use through our communication channels.

Create tags for use with assets such as promotions

Tags

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

Profile tags

Add and store all needed files

Files explorer

Documents

• Changes to Documents

  Take a look at the changes in the feature and how you can benefit from them

• Introduction to documents

  Learn how to use documents in your company

• Creating documents

  Define banners or recommendation frames depending on various factors and display them in a mobile application

• Removing documents

  Delete unnecessary elements

Snippets are reusable pieces of content

Snippets

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

Blocks

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

Voucher pools

Schema Builder

• Introduction to Schema Builder

  Schema Builder allows you to prepare schemas for working with different kinds of data

• Creating schemas

  Create a new schema for data management

• Schema records

  Manage data records stored in schemas

• Schema management

  Update or delete schemas

• Schema relations

  Schema relations let you make connections between records of different schemas

• Schema permissions

  You can grant access to schemas and schema's records for users you select

• Schema-exclusive API reference

  You can download API documentation for your schema