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User Documentation

Home User Documentation Developer Documentation Releases

GetTING Started

Introduction
Accessing Capillary
Home page tour

Engage+

Introduction to Engage+
Creatives
Campaign settings
Message optimization strategies
Audience management
Content management
Incentive management
Message Schedule
Campaign message management
Reports
- View campaign reports
Journeys
Referral Campaign
Configure Promotions and Gift Vouchers
FAQs
Communication Channels
Use case

Insights+

Getting started
KPI and dimensions
- List of KPIs and Dimensions
Charts
Reporting
Filters
Fact & Dimension Tables
- Fact tables
- Dimension tables
Use case based schema explain
- Points awarded/deducted scenarios
- Return after redemption scenarios
Customer Segmentation
Data export
Fraud Management
BI Tool Connector
- Steps to connect to BI Tool (PowerBi, Tableau)
- FAQ
Custom Namespace for Organisation
Databricks
Data Encryption Settings

Capillary Data Platform

Entities Management
Member Care
Member Care New UI
Connect+
Data import
Event notification
Fraud Management
- Setup Fraud detection
(New) Request Workflow

Loyalty+

Introduction to Loyalty+
Loyalty guides
- Retro guide
Loyalty Settings
- Points Promotion
- Points rolling expiry
Advanced Loyalty Features
Loyalty+ Reporting
Programs Home Page
Loyalty+ settings
Strategies
Trackers
Workflows
Profiles & attributes
Profile : Current Customer
Profile : Current Transaction
Profile : Current Line Item
Profile : Current Event
Profile : Current Store
- Attribute : Code
Profile : Current Tracker
- Attributes - Tracker
Loyalty+ Promotions
RBAC (Role-based access control)
Workflow simulation
- Transaction Add
Badges
Rewards Catalog
Games

ADMIN CONTROLS

Organization
- Organization Overview
- Org management
(Old) User management
(New) User Management
Credit management
Setup Localization
Localisation management
Single Sign On (SSO)
API Gateway Integration with CIAM Platforms
API security
- Authentication
- Authorization
Data privacy
Channel configuration
Reset Password Using Import

Smart Store+

InStore application
Instore Web-App
Store center
- Store center web service integration document
- Store center - data sync details document
Lead management system
Visitor metrix
VisitorSense
VisitorTrax Overview
Store2Door+

Announcements

Product Highlights
Release Notes

Rewards+

Overview

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Badges

Introduction to Badges

Getting started

Configuration for Badges

Managing Badges

Updated 11 months ago