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

Rules

Make impact on the search results of your customers

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

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

An aggregate is prepared with the intention of analyzing the actions of an individual customer

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

Attribution

Visualize the conversion paths for various models

Date filters

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

Client filter

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

Event parameter operators

Define the form of an event value (e.g. date, string, text, boolean, etc)

Event parameter value

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

Introduction to Automation

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

Automation activity tracking

You can select the steps in the workflow to be tracked

Automation dictionary

Check the terminology related to the Automation module

Creating workflows

Learn how to build a workflow

Limits

Define the limits within nodes and limits regarding the whole workflow

Reusing event context from preceding nodes

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

Adform integration

Use automation to integrate data with Adform

Send Custom Audience to Facebook through webhooks

Use automation to send Custom Audience from Synerise to Facebook

Send offline transactions to Facebook

Use automation to send offline transactions gathered in Synerise to Facebook

Using event expressions in Automation

Learn how and where you can use event expressions in Automation

Integration

Automation module allows users to go outside the Synerise ecosystem

Trigger nodes explained

Learn how to use triggers in automation

Condition nodes explained

Learn how to use conditions in workflows

Flow nodes explained

Learn how to use flow type nodes in automations

Action nodes explained

Learn how to use actions in workflows

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

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

AI recommendations

Take advantage of AI Recommendations to send product offers that your customers actually want to buy

Recommendations v2

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

Tags

Create tags and use them to label customers and segment your contact base

Files explorer

Add and store all needed graphic 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

Predictions

Learn how you can use predictions in your business

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

Adding events in profiles

Send events manually directly from a customer card

My Account

Configure the settings of a user account assigned to a business profile

Business Profile

Adjust settings of a business profile, 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

Imports

You can import data you have acquired in external platforms

Export

Generate reports of activities within the business profile