Jump to Content

Home User Documentation API Documentation Developer Documentation Releases

User Documentation

Home User Documentation API Documentation Developer Documentation Releases

All

Pages

Start typing to search…

GetTING Started

Introduction
Accessing Capillary
Home Page Tour

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
Strategies
Trackers
Workflows
Profiles and Attributes
Loyalty+ Promotions
RBAC (Role-based access control)
Workflow simulation
- Transaction Add
Badges
Rewards Catalog
Games

Engage+

Introduction to Engage+
- Engage+ Overview
- Accessing Engage
Audience Management
Campaign Management
Journey
Engagement Channels
Personalisation
Incentive Management
FAQs

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
- Connect Power BI and Tableau Desktop to Databricks
- Viewing Power BI Dashboards on Insights
Custom Namespace for Organisation
Databricks
Data Encryption Settings

Rewards+

Getting Started with Rewards+
Rewards+ Overview
Types of Rewards Supported by Rewards+
Sources for Rewards+
Core Components
Ingestion and Extraction (Data import & export)
Rewards+ Agent Support Tool
Rewards+Dashboard
Example and Sample Rewards+ UI

Developer DOcs

Neo Extension
Dev Console
Vulcan
SDKs

ADMIN CONTROLS

Organization
- Organization Overview
- Organization 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
Identity Access Management

Announcements

Product Highlights
Release Notes

MCP Server

MCP

Partner integrations

Data & Audience
- Adobe Integration
  - Overview
  - Integration

Powered by

Create Search Filter for Entities

Use Cases
Overview
Creating a Search Filter
Perform Search
FAQs

Updated 3 months ago

Setup Entities and Fields