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User Documentation Developer Documentation Partner Guide What's New

User Documentation

User Documentation Developer Documentation Partner Guide What's New Request Demo Sign In

User Documentation

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Import

Getting Started

CleverTap Overview for Users
Set Up Dashboard
- Onboarding Glossary
- Project Setup
Events
- Events Changelog
Manage Users
Role-Based Access Control
Data Setup
Sample Events by Business Vertical
Error Stream
Calendar Widgets
Debugger
Feature Compatibility Matrix for Smart TV SDKs
Go Live Checklist
- Marketer Go Live Checklist
- Developer Go Live Checklist
Ask
What's New in CleverTap

Behavioral Analytics

Boards
Analyze Events
Funnels
- Flows Tab
Cohorts
Trends
Pivots
Flows
- Funnels vs. Flows
Real Impact
Session Analytics
Exporting Data for Risk-Ratio Analysis

Messaging Channels

Push Notification
In-App
App Inbox
Native Display
SMS
Email
WhatsApp
Web Push
Web Pop-up
Web Exit Intent
Web Native Display
Web Inbox
Webhooks
Google Ads
Facebook Audiences
TikTok Remarketing
Amazon Eventbridge
Segment
mParticle
Signed Call
- Signed Call Use Cases

CONTENT MANAGER

Content Manager
Content Manager Templates
Content Manager Files

Campaigns

Campaign Approval Workflow
Control Groups
Campaign Overview

Journeys and Orchestration

Journey Overview
Journey Concepts
Create a Journey
Journey Operations
Journey Use Cases
- Use Case 1: Score a Customer Using Past Behaviour Segment Journey
- Use Case 2: Recover Abandoned Cart Using Journeys
IntelliNODE
Journey Performance
Viewing Journey Reports
Journey: Troubleshooting and FAQs

Lifecycle Optimization

Lifecycle Optimizer

Product Experiences

Product Experiences
Remote Config
Product A/B Tests

Product Experiences (Legacy)

Product Experiences (Legacy)
Product Experiences (Legacy) Setup
Product A/B Tests (Legacy)

Segmentation

Find People
Segments
Custom List Segment
Recency Frequency and Monetary (RFM) Analysis

Individualization

Catalogs
- Catalog Data Ingestion
Personalize Message
Recommendations
- Create a Recommendation
- Create Campaigns using Recommendations
Bulletins
External Trigger
Scribe
Comprehensive Guide to Engage With Users

Partner Guide

Technology Partners
Become a Technical Partner
Analytics Partners
Attribution Partners
Contextual Location Partners
- OpenWeather
- Plot Projects
Crash Analytics Partners
- Apteligent
Customer Data Platform
Data Warehouse
Localization Partners
- Crowdin
- Lokalise
Dynamic Content Partners
- Storyly
E-Commerce
- Shopify
Email
Email Validator Partners
- Clearout
Import
- Imports via SFTP
- CSV Upload
Payments
- RevenueCat
Loyalty Partners
- Talon.One
Messenger Partners
- LINE Messenger
- Sendbird Business Messaging
Remarketing
Messaging Template
- Taxi for Email
SMS
Support Partners
- Zendesk
WhatsApp
Workflow Automation Partners
- Zapier

CleverTap for Startups

Overview
Plans and Programs
Billing
- Payments and Overages
- Billing and Overages: FAQs
Setup and Integration
CleverTap for Startups: Technology Partners
Features and Add-ons
Account and Data Management

FAQ

FAQs

Security and Compliance

Security Overview
App Tracking Transparency (ATT)
Compliance & Certifications
Message Archiving
General Data Protection Regulation (GDPR)
Manage Personal Information
Two-Factor Authentication (2FA)
IP Whitelisting
Single Sign On (SSO)

Resources

Platform Considerations
Support Ticket

Import

CleverTap allows you to import data :

SFTP - for Events and Profiles.
CSV - for Profiles.

Updated 12 months ago

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