Reports in Dashboards, AI Recommendations in SDK, Predefined RFM Analysis and Company. Check out our new July Features!

Summertime at Synerise is shaping up to be a very productive time as we deliver more and more new features to our customers. The last three weeks were dedicated to the improvement of existing features and the delivery of one new feature we’re really proud of. Let’s jump to the details. 

Dominika Adamek
Technical Writer
Added 3 months ago | 3 min read

Query rules 

Available in the AI Search Engine module, Query rules are designed to allow users to improve the results displayed in response to a specific query. This makes it possible to discover the intentions behind the queries of your customers.  

Logic based on `if x, then do y` gives the users the means to create many scenarios due to a wide range of results that come after the fulfilled condition. You can promote selected products or set filters on specific phrases so the customer will receive a list of products of a particular category, brand, size or color. Additional options let you hide products, remove the words from a phrase, replace the original query with another or replace just a single word in the query.  

 

Task service 

The first iteration of the Task service is already completed. It enables users to assign tasks among themselves, so they can organize the performance of actions towards their customers. Users can find the Task service on each customer card in CRM. It resembles a log of interactions between the application users and the customer. The second implementation of the Task service is coming soon with more advanced options.  

 

 

Reports in dashboards 

Application users are able to create analytical dashboards that consist of various types of analyses, like funnels, metrics, histograms, etc. Now on they are able to extend the scope of information presented in dashboards with reports.  

The users of the application create dashboards that consist of different types of analytics. This way they can gather all necessary information in one place. If they choose, users can also add reports to the dashboards.  

 

Sharing dashboards with a link 

Until now users had the possibility of sharing private dashboards by granting access to users that belonged to a business profile. Now the dashboard can be shared with everyone, even with those outside the application. 

 

AI Recommendations in SDK 

AI Recommendations are now available in SDK. This means that you can create recommendations matched to the preferences of your users, offer similar products to those the users have already seen, send product offers with top products in your store and many more in Mobile SDK. 

Predefined email campaign dashboard 

To help our users, especially new ones, we have prepared a set of predefined dashboards. These dashboards consist of universal analytics that allow users to measure both basic and advanced campaign parameters. All you need to do is to add a dynamic parameter to check the statistics for a specific campaign. 

 

New functions in expressions 

Users often put expressions to work when designing loyalty programs and scoring structures. Their built-in functions, which are basically mathematical functions, let users count events and customer attributes and receive the results in various formats.

New functions allow users to convert the result either into string or a number. Regexp and concats make it possible to examine text and identify parts that match the provided specification and join two strings together.  

 

Predefined RFM analysis 

Recency, Frequency, Monetary, RFM for short, is one of the most popular analytical methods that help marketers to organize their customers into groups on the basis of their past purchases. With  customers grouped this way, marketers can define the value of each customer and are able to predict the reaction of customers to planned marketing activities. Use our RMF analytics to further increase your effectiveness. 

 

Help center improvements 

Help Center is a complex knowledge base that contains all documentation for the application. It’s divided into sections where regular users and developers may receive support in various fields. We have  done a makeover to enhance transparency of the documentation and increase the user experience on the website.  

Import product feed to catalogs 

A new option in Import significantly extends the scope of information available in the catalogs. Until now, catalogs contained basic information about the product. A new solution makes it possible to  send information included in the product feed during an import to a chosen or a new catalog. It’s a great opportunity for users as they can enrich their campaigns with more product attributes.  

Wrapping Up

That's all for July. Are you curious about what we will be working on in August? If so, be sure to look for a new post in the Synerise Monthly Roundup series next month.