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

• 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

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

• Access Control

  Manage access of users to your workspace

• IAM Service for Applications

  Identity and Access Management as a Service for your Applications

• 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

• Tracking Codes

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

• 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 push notifications

• Integrating VTEX IO with Synerise

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

• 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

• Customer tag

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

• 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.

Generate reports of activities within the workspace

Export