1 Where is the Settings section?

To get to Settings section, click the User icon in the upper right corner, and then select Settings from the hidden menu. A vertical menu on the left side will appear.

logout

2 What can the Business Profile section be used for?

This section of Synerise settings menu allows you to enter/change all your profile settings.This includes basic information, like:
  • Name
  • Logo
  • Address
  • City
  • State
  • Zip code
  • Country
  • Vat number
  • Telephone number
  • Email address
  • Website

And data used in billings:

  • Company
  • Full name
  • Vat number
  • REGON
  • Address
  • Zip code
  • City
  • Country
  • Payment type

3 What is the Account settings for?

In this subsection you can change the basic settings of your account, like first name, last name and email address. If you want to modify the properties, just enter your data into the appropriate fields and click the Save button on the bottom-right. You can always come back and change these details once later.

account_settings

4 What can I do in Business Profile data subsection?

In this subsection you can edit all business profile properties. You can change the name of a particular business profile or its logo - just upload a photo from your device.You can also edit contact and billing data or define payment types (one of two: bank transfer or online payment).Enter your data into the appropriate fields and click the Save button on the right.

business_profile_section

5 How can I change my password?

Select the Change Password button from the vertical menu on the left side. Now you just have to enter your old password in the first line and the new one twice in second and third lines to confirm it. Next press the Save button on the right and your new password is set!

password

6 What is Users section for?

When you select the Users section from the left vertical menu, you get the list of all users of your account (e.g. your marketing director, marketing specialist, IT specialist, sales director etc.).

what-is-users-section-for

You can add new users to your account - just click the Plus button at the top of the page. Enter the new user's email address and click the Save button on the bottom right corner to send invitation to him.

users

 

7 What can the Tools section can be used for?

In this section of Synerise settings menu you can find parameters that enable you to integrate our system with other solutions. You can also generate reports from Synerise and copy our tracking codes.

8 How can I integrate Synerise with another tools?

You can integrate Synerise with analytical tools, mailing systems, social media, SMS systems, beacon systems, price comparison tools, CSV files etc. Select Integration section from the left vertical menu - here is a place when you can connect Synerise with another tool, or edit the connection settings.

integration3

On the right side, you get list of mentioned systems. Choose the service you want to integrate and click the Edit button which is next to the slide bar. Expanded fields will appear. Enter your details and click the Connect button on the right. Click the Save button in the upper right corner and now you can aggregate data from other systems, and use it with Synerise.

integration2

9 What can I find in API section?

Here you can find API keys, which are necessary for communication between Synerise and any other applications. On the middle of the page you'll find your API key and basic information connected with it: its name, creation date and last use. Click the Show key button to get it.

api

If you want to track your customers’ behavior on your website then you have to embed Synerise's tracking codes. Learn how to do it here.

10 Where can I learn about Synerise’s SDK?

Go to the Settings menu and from the Tools subsection choose an SDK button. This is where you can learn all about our SDK. If you want to develop your own applications and solutions feel free to use Synerise's SDK.

sdk

Also, you can find more info about our SDKs on Synerise's website.

12 Where can I find my Tracking codes?

Select the Tracking codes section on the left vertical menu. You will find a list of your tracking codes here.  If you don't have tracking code yet, you can generate it in this place. Click Add new one button on the middle. Leter enter new tracking code name (eg. the name of website where it will be set) and click Save button on the upper right corner.

trackingcode

If you don't have a tracking code yet, you can generate it here and find a list of all tracking codes you have set with Synerise. Click the one you want to see, and the full tracking code will be displayed.

13 How do you embed Synerise’s tracking codes?

Go to the Settings module, which you will find by clicking the User icon in the upper-right corner, and then select Settings from the hidden menu. A vertical menu on the left side will appear. Click on the Tracking codes icon in the subsection called Tools and will see a list of all your tracking codes. how-to-embed-the-synerises-tracking-codes

 

If you want to create a new tracking code (for another website or subdomain) just click the Plus button in the upper corner of the screen. Then fill in the domain name and click the Save button in the upper-right corner of the screen. Your new tracking code will appear on the list. Be aware that all tracked websites will provide data within one business profile. You have to create another business profile if you need to divide gathered data into separate databases. Learn how to do it at: How to create your Synerise Business Profile?

To embed Synerise's tracking codes on your website, just click on a particular code from your list and, in the new window, click the Copy button in the upper-right corner of the screen. In next step you have to embed the copied code on your website. Detailed instructions are available here: Embedding the Synerise's tracking codes

14 What can the Creators & Builders section can be used for?

In this section, you can design appropriate templates for various types of messages: SMS, PUSH, Beacon URL’s or System and Campaign emails. We have prepared an intuitive and effective graphic wizard that will help you to prepare influential messages or notifications.

15 How to prepare PUSH templates?

If you want to prepare a template for PUSH notifications just go to the Synerise Settings module and choose the PUSH templates button from the vertical menu on the left side.

If you haven't prepared any PUSH templates yet you will see the Add new one button in the middle of the page - click it and start designing a new PUSH template. If you have some templates, you'll find a list of them here. Then, to add a new template, click the Plus button above it. In both cases you will see a window with this text:

pushtemplate

Fill the title and content of a new PUSH message template and click the Save button in the upper-right corner of the screen.

16 How to prepare SMS templates?

If you want to prepare a template for an SMS message just go to the Synerise Settings module and choose SMS templates from the vertical menu on the left side.If you haven't prepared any SMS templates yet you will see the Add new one button in the middle of the page - click it and start to design a new PUSH template. If you have some templates, you'll find a list of them here. To add a new template, click the Plus button above it. In both situations a new window will be opened. To prepare a new template, fill in its title and content in the appropriate fields: 

SMStemplates

To save click the Save button in the upper-right corner of the screen.

17 How do I prepare Beacon templates?

If you want to prepare a Beacon template just go to the Synerise Settings module and choose Beacon templates button from the vertical menu on the left side.

If you haven't prepared any Beacon templates yet you will see the Add new one button in the middle of the page - click it to start designing a new PUSH template. If you have some templates, you'll find a list of them here. To add a new one, click the Plus button above the list. In both situations, a new window will be opened with this text:

beacontemplates

To prepare a new Beacon template fill in its title and content in the appropriate fields. Then click the Save button in the upper-right corner of the screen.

18 How to prepare a new dynamic content template?

If you want to prepare a dynamic content template for your website, just go to the Synerise Settings module and choose the Dynamic content templates tab from the left vertical menu. You will see the default newsletter template, which can be copied with the Copy button. If you decide to duplicate the default template it will appear on the list as a custom template, which can be fully modified, unlike the listed default one.To add a new template click the Plus button in the upper-left side of the screen.

In the next few steps fill in:

  • the name of the dynamic content (visible only for you),
  • specify its type (default – the most customizable; newsletter – designed to handle registration for the newsletter; products – intended for products, e.g. recently viewed products)
  • choose message format: popup window (appears when a customer visits a particular page) or a dynamic content box (a webpage fragment on which the defined dynamic content appears)

dynamiccontenttemplate

The final step is to create the structure of a dynamic popup or box. You can do it in two ways: with a graphic creator (just like in a typical word processor) or by changes in the code structure (select Tools → Source code option). You can add pictures, movies, special characters, tables and fully edit the text.

dynamiccontenttemplate2

To save your work click the Save button in the upper-right corner of the screen. When it's done, the new template will appear on the list. Now you can assign it during creation of a new dynamic content in the Campaigns module.

19 What can I do with Email templates?

In the Templates subsection of the Synerise Settings module you will find two categories of e-mail templates:
  • System e-email templates: these are e-mail messages that are sent to your customers automatically when a defined trigger occurs, like signing-up for newsletter, coupon activation or joining a loyalty program. If you want to use a particular system template, you have to assign it to the right action in the Assign templates tab. In Synerise the system e-mail templates are divided into two subtypes:
    • default system email templates – those are preloaded and you cannot remove them; if you want to customise the default template, you have to duplicate it and edit the copy;
    • custom system email templates – here you can find templates made by you or duplicated versions of default templates, you can fully edit custom templates and remove them whenever you want.
 templates 
  • Campaign email templates: under this tab you can add, edit or remove the campaign e-email templates, which can be used in e-mail campaigns.
If you haven't prepared any Campaign email template yet you will see the Add new one button in the middle of the page - click it to start designing a new email template. If you have some templates, you'll find a list of them here. To add a new one, click the Plus button above the list. In both situations, the Synerise Email Builder will be opened. It is an intuitive drag-&-drop editor. In few easy steps you will be able to create great-looking email templates for your campaigns. It uses RWD so every template will adapt automatically to the screen of every device your customers use, no matter if it’s a smartphone or a desktop. Once created, you can preview, test and send the message any time you want.Create your own email template with whatever design and content features you want. Choose the sizes, fonts and background colors you like, build its structure and fill boxes with appropriate content: texts, images, buttons or links to social media. Adding things is as easy as removing them and every part is fully editable.Synerise Email Builder makes it easy to create professional newsletter templates even if you don’t have a background in creating graphics or experience in IT. Our tool consists of three main sections:
  1. BODY – this is where you will find the general settings of your template. You will be able to set its width, background color, content area background color, default font and link color.
  2. STRUCTURE – here you can choose blocks which will divide your template into different sections. You may choose blocks where you can put only one element in a line or even four smaller elements. Just drag a particular part of the structure to the left side and fill it with appropriate content.
  3. CONTENT – there is where different types of elements are found: Text, Image, Button, Divider, Social, which can add be added to the template. Remember that first you need to prepare a space for them with Structure blocks.
 email buider

When everything is done just add the template's name and click the Save button in the upper-right corner of the screen.

20 What is the Configuration section can be used for?

In this section of the Synerise settings menu, you will find all the options that let you modify the list of locations (stores) and beacons, add or change defined segments or modify customer attributes and tags. What's more, you can change how the app is displayed on mobile devices, set up newsletter confirmation settings, assign your templates to concrete actions and manage mail your account list.

21 What can I do in Locations?

If you haven't entered any location details yet, to add new stores locations just click the "New" button in the center of the screen. In the next step, fill in all necessary fields to describe your new location. Click the Save button in the upper-right corner of the screen and you’re done!

locations new

Locations is also where you will find a list of all your stores' locations and you can add more at any time. Just click the plus button at the top of the screen.



locations

You can modify the details of a chosen location as well. Just click on its name and, in the new window that appears, you will get a form with fields that describe the selected location (the same fields that you fill in when you create a new location). Enter the new data and click the Save button in the upper-right corner of the screen.

22 Where can I manage my segments?

Go to Synerise's settings and choose the Segments option, where you will find all previously created segments in the form of a list. If you want to delete a segment, check the square next to segment's name and click the Trash icon (delete) on the upper right side of the screen. To create a new segment, click the Plus button at the top of the screen. If you haven't prepared any segments yet, click the Add new one button in the middle of the page.In the new window, enter the name of the segment. Next, choose a condition from the left vertical menu to describe your segment (e.g. e-mail actions). Next, click on this condition to specify it. 

segmentation

Lastly, click the Continue button in the upper-right corner. The segment's application will be shown in a new window. If you want to save your segment, click the Save button in the upper-right corner of the screen. Your new segment is ready now and you can find it on the  list.You can also create a multi-variable segment. Simply choose as many conditions from the left vertical menu as you want and define them. Remember that you need to decide if people from such segments have to fulfill all chosen conditions or at least one of them. Select the appropriate option from the window presented below: 

segmentation2

Synerise offers one more method of segment creation: you can use a Quick Menu feature.

23 Is it possible to set additional fields which define my clients?

Select Customers attributes on the left vertical menu to see the list of fields used to describe a customers’s profile. To add a new field, select the Plus icon on the middle of the page - click it and start designing a new template. If you already have some templates, you'll find a list of them here. To add a new one, click the Plus button above the list.Now enter the name of the new field you want to create and set the proper type for it (text or number). If you want to show the new field on your customer profile, move the slider to the right. 

client attribute

You may also want to edit the created field. Just click on its name, set new settings and save them using the Save button on the right. Done!You can delete each field. Just mouse over the name of the attribute you want to delete and click on the Trash button in the right-hand corner of the screen. 

24 What can I do with Tags?

Go to Client tags in the Configuration module from Synerise's settings menu. This is where you can create new tags for your customers and get a list of all created tags.

client tags

To add a new tag, click the Plus button at the top of the page. Then enter the name of the new tag and assign the appropriate color. Finally, click the Save button. The new tag is ready!

You can change the name and set different colors for each one. Just mouse over the name of the tag you want to edit and click the pencil icon. Enter the new name and color in in the appropriate line. Then click Save in the upper-right corner.edit tag

If you want to delete an existing tag, simply mouse over the name of the tag you want to delete and click on the Trash button on the right side of the screen.

If you want to find a tag by its name, you don’t have to do it manually. Just select the Search icon next to the Plus icon and enter name of the field that you are looking for.

25 Newsletter configuration

If you’re using Synerise for newsletter campaigns, open the Newsletter hyperlink in Synerise's Settings menu to set up newsletter confirmation settings:

  • Type of subscription - you can choose the method of obtaining permission for sending newsletters to clients. There are three options:
    • Synerise can send newsletter campaigns but you can use other platforms. If you don’t want to use Synerise to send newsletters, select "No consent to the newsletter“. Choosing this option means that even if somebody signs up for a newsletter, it cannot be sent via Synerise. We do not recommend this option
    • When you choose the single opt-in method, your customers will get an email message with confirmation that they have signed up for a newsletter. Unlike the first method, your customers will be added to the Synerise base and you’ll be able to send them newsletters directly from our system
    • Double opt-in is the method you can use. This is the most reliable and  recommended method. An email with an activation link is sent to every client who subscribes to a newsletter. Customers will receive newsletters only if they click on the activation link and confirm the subscription
If you choose the double opt-in method you have to set two more things:
  • Template - you can choose a template for the email message that will be sent to your customers when they sign up to a newsletter with a confirmation link
  • Subscription confirmation URL (required with double-opt) - a hyperlink that leads customers to a specific part of your web page, where the newsletter registration is confirmed by appropriate message
newsletterWhen you set the preferred settings click save button in the upper-right corner.

26 What is Beacons option?

A list of beacons installed in all your stores will be presented when you select the Beacons option in Synerise's settings menu.

Click one of the listed beacons and see more details:

  • full beacon name
  • beacon UUID (identification number)
  • beacon major
  • beacon minor
  • location (name and address of store where beacon is located)

You can change the settings of the selected beacon and save them, using the Save button on the upper-right side.

beacons

To delete a selected beacon, tick the corresponding square button (or click the square icon above to select all of them). Then click the Trash icon above to delete all selected beacons.You can find the right beacon by its name. Click Search icon above, and enter the name of beacon you are looking for.

To add a new beacon, simply click the Plus (New) button on the Beacon->List. Then fill in all necessary parameters in the form (similar to the one for editing beacon settings), and click the Save button in the upper-right corner.

 

27 What can I do in Emails subsection?

In this subsection you are able to check and set all parameters of email accounts that you use to launch newsletters or campaigns. Select the Emails option from Synerise's settings menu and the list of all previously created e-mail accounts will be presented. If you haven't created any email accounts, the list will be empty.When you are finished designing your email template and you’re ready to ship your first email campaign be sure you have a valid email account. 

email

When you click on the email account name (or on the EDIT button), you can see and modify all parameters of the selected email account:
  • Account name – visible only in the Synerise’s settings.
  • Email – account address from which messages are sent to customers.
  • Display name – the name which is visible for customers and displayed in the header of an email. It informs customers about the identity of the sender.
  • Reply to (Email) – return email address. The address to which replies and messages from customers will be sent.
  • Reply to (display name) – the name which is visible and displayed in the header of the email.
Remember that you have to set the email server configuration. You can use the Synerise email server just by switching the "Use Synerise email server" option on. But if you need to use another email server or modify some parameters, then turn off the option switcher and fill in all necessary fields.When finished, click the Save button in the upper-right corner of the screen and the new settings will be updated. 

edit mail

It is possible to add a new email account to the list. Just press the Add button located beneath the list. A new window will appear. Fill in all necessary parameters in the fields and click the Save button located in the upper-right corner of the screen. The new email account is ready now.

add new email

When everything is done your email account will appear on the list. Here you can choose which account is the default one (if you have created more than one email account), check if the mailbox is working properly by clicking the Test button or if you’ve changed your mind delete it by clicking the Delete button or Edit its settings. Remember: in Synerise you can create many email accounts, but only one can be active – the default one.

28 How can I assign my templates?

If you want to assign your system email templates you can do it in the Assign templates subsection, which is located in Synerise’s settings menu.You will find a few actions (e.g. password reset, gift card activation) and forms (e.g. a notification template) to which you can ascribe your templates that you previously created in the System email templates subsection.To assign a template to a concrete action, just choose one from the drop-down list. To confirm changes click the Save button in the upper-right corner of the screen.

templates

29 Can I personalize screens in my mobile app via Synerise?

Yes, Synerise provides a function that enables you to add and modify screens in your mobile application. Just go to Synerise's settings menu and choose the Mobile subsection. To add a new mobile screen, click the Add new screen button in the upper-right corner of the screen.

mobile screens

In next few steps you can set all necessary parameters like the name of the new screen that will be displayed in the customer's application, its picture (uploaded from your device), activation date and its type. You can select from four types:
  • Category - if you choose this type, in the next step you will have to select a product category (e.g. belts) that will be presented in your mobile app when customers click on a personalized mobile screen.
  • Products - if you choose this type, in next the step you will have to select a specific product that will be presented in your mobile app when customers click on a product.
  • Web page - if you choose this type, in the next step you will have to enter the address of a web page that will be opened in your customer’s device when they click on a link.
  • Label - if you choose this type, you will have to enter a label name that will be opened in your customer’s mobile device when they click on a personalised mobile screen.
  new mobile screen To save a new mobile screen just click the Save button in the upper-right corner of the screen. The newly created screen will appear in Drafts section. To activate it in a mobile application just drag it and drop it in the section named “Added to application”. You can also  change the order of screens - just drag them within the “Added to application” section to set the desired sequence.A list of previously created screens and drafts will appear. You can edit previously them by clicking on them. If you want to disable a previously activated mobile screen, drag it from “Added to application” to Drafts. 

31 What can I do in Projects section?

This is where you can manage and create your own Synerise Task projects. To add a new project, click the Plus icon at the top of the screen.

Then enter the name of the project and click the Save button in the upper-right corner.what-can-i-do-in-projects-section

Your new project has been created! Now you can create a new task in this project via Synerise's Task Module. Learn how to do it here.

33 What is the Categories section for?

Synerise integrates with systems you use in marketing and sales departments. You can integrate Synerise with your e-shop's database (via XML file) in the Tools section > Integration. Then choose the Product Catalog option to synchronise your database with Synerise.One of the benefits of this integration is that in this section you get a list of all products which are implemented in your database.