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User Documentation

Home User Documentation Developer Documentation Releases

GetTING Started

Introduction
Accessing Capillary
Home page tour

Loyalty+

Release Notes
Introduction to Loyalty+
Loyalty guides
- Retro guide
Loyalty Settings
- Points Promotion
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

Engage+

Release Notes
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+

Release Notes
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
BI Tool Connector
- Steps to connect to BI Tool (PowerBi, Tableau)
- FAQ
Custom Namespace for Organisation
Databricks
- Getting Started
- Mask PII data in Databricks
Settings

Capillary Data Platform

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

ADMIN CONTROLS

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

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Offers

Introduction to Offers.
Getting Started.
Coupon Management.
Using offers in Campaigns.
Event Notifications.
Reporting.
FAQ.

Updated about 1 month ago

What’s Next

Introduction to Offers