For AI agents: visit https://docs.capillarytech.com/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.

Jump to Content

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

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
Databricks
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

Product Highlights
Release Notes

MCP

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

- - Connect to Source
- - SFTP to SFTP with Headers Definition

- Configure SFTP server for data export

Powered by

ADMIN CONTROLS
Data Privacy

Data Deletion

Data Deletion Documentation

Introduction
Performing Data Deletion
How Data Deletion Works and What Data is Deleted
Handling Customer Cards During Data Deletion
FAQs

Updated 4 months ago

Setup OTP Verification Rules