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Home User Documentation API Documentation Developer Documentation Releases

User Documentation

Home User Documentation API Documentation Developer Documentation Releases

Introduction
Accessing Capillary

Entities Management
Member Care (Old UI)
Member Care
Connect+ (Old)
Connect+
Data import
Event notification
Fraud Management
- Setup Fraud detection
(New) Request Workflow
Timezone Management
- Understanding Timezone Management in the UI
- FAQs
Data Import
- Customer Entity Profiles
  - Customer Import Profile

Introduction to Loyalty+
Loyalty guides
- Retro guide
Loyalty Settings
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
Rewards Catalog
Badges
Rewards Catalog
Games
User Group Loyalty

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

Getting started
KPI and dimensions
- List of KPIs and Dimensions
  - Create Concept Hierarchy on Insights+
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
Data Encryption Settings

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

Neo Extension
Dev Console
Vulcan
SDKs

Organization
(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

Release Notes

MCP

Data & Audience
- Adobe Integration
Engagement Channels
- Email
  - SendGrid
  - Vendor Integration other than SendGrid
- SMS
  - Vendor integration other than supported vendors

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ADMIN CONTROLS

(New) User Management

Connect+

Overview
Types of Users in the Organization
Managing Permissions for the Users
Onboarding and Managing Users
FAQs on User Management

Updated 4 months ago

Organization Management

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