Settings

My Account

• Account Details

  Fill in information about your account assigned to a workspace

• Account Security

  Secure your account with a strong password

Workspaces

• Workspace Details

  Learn how to configure company details in the workspace

• Audit Log

  View user interactions with resources in your workspace

• Cloning Logs

  Preview logs of cloning objects to other workspaces

• Cloning objects to other workspaces

  Learn how to copy objects you create in your workspace such as segmentations, metrics, recommendations to other workspaces you use

Identity & Access Management

• Users

  Learn how to add users to a workspace

• Roles and permissions

  Grant permissions to users and decide about the access to modules in the application

• Access Control

  Manage access of users to your workspace

• Single sign-on tutorials

  Check out step by step instruction on configuring a single sign-on process with external tools

Apps & Integration

• API Keys

  Track and control the use of the API

• Connections

  You can create and manage connections with external services

• Tracking Codes

  Implement the tracking code on your website to track activity of the visitors to your website

• Authentication for mobile apps

  Registration and authentication methods for your applications

• Integrating email providers

  In this section, you will find the instructions on enabling integrations with selected email providers

• Integrating SMS gateways

  In this section, you will find the instructions on enabling integrations with selected SMS gateways

• Integrating Magento with Synerise

  Learn how you can connect your eshop built on Magento

• Google Firebase

  Configure Google Firebase for mobile and web push notifications

• Integrating VTEX IO with Synerise

  Learn how you can configure the Synerise plugin in your eshop built on VTEX

• Huawei

  Learn how to enable Huawei integration in Synerise

• Integrating WooCommerce with Synerise

  Learn how you can connect your eshop with Synerise

Configuration

• Approval Services

  Establish a clear and well-planned process of decision making with regard to the message templates

• Newsletter sign-up

  Learn how to configure single and double opt-in

• Communication limits

  Define the number of messages you send on a daily basis

• SMS

  Set up your SMS account necessary to begin communication through text messages

• AI Engine Configuration

  To use the AI-powered features such as Recommendations and Search, configure the AI engine

• System Templates

  Create an email template before sending your first email

• Global control group

  Create a control group of customers who will be excluded by default from receiving the selected message types

• Test profiles

  You can create a group of test profiles out of existing profiles to preview templates and send test campaigns

• Setting non-unique emails

  If you want to disable the standard option of unique emails, you get the instruction here on how to

• Time optimizer

  Improve the results of marketing activities by predicting the optimal time for performing them.

Ensure secure handling of personally identifiable information for user privacy

Protection of personally identifiable information

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

Data exchange encryption

Generate reports of activities within the workspace

Export