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User Documentation

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User Documentation

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Data Setup

Getting Started

CleverTap Overview for Users
Set Up Dashboard
- Onboarding Glossary
- Project Setup
Events
User Profiles
Schema
Access Management
- Manage Users
- Role-Based Access Control
Security & Data Governance
Session Analytics
Go Live Checklist
- Marketer Go Live Checklist
- Developer Go Live Checklist
Calendar Widgets
Accessibility in CleverTap Messaging
Copy Engagements Across Projects

CleverAI™

Agent Hub
CleverAI™️ Terms & Disclaimer
Creator Agents
Intelligent Agents
Workflow Agents
Product Catalog
Ask

Segmentation

Find People
NextGen Segment Builder
RFM Analysis

Behavioral Analytics

Boards
Boards 2.0
- Conversions
Analyze Events
Cohorts
Cohorts 2.0
Funnels
- Flows Tab
Funnels 2.0
Trends
Trends 2.0
Pivots
Pivots 2.0
Flows
Flows 2.0
Real Impact
Use Case
- Exporting Data for Risk-Ratio Analysis
Funnels vs. Flows: Finding the Best Fit

Engagement Channels

Push Notification
In-App
Email
Web Push
Web Pop-up
Web Exit Intent
- Create Message
  - Personalize Message
- Web Exit Intent Stats
Web Native Display
Web Inbox
- Web Inbox Setup
- Create Message
  - Personalize Message
App Inbox
Native Display
WhatsApp
SMS
RCS Messages
Webhooks
Google Ads
TikTok Remarketing
Amazon Eventbridge
Segment
mParticle

CONTENT MANAGER

Content Manager
Content Manager Files
Image Specifications
Content Manager Templates
- Email Templates
- Push Templates
Content Blocks - Standardize Messaging

HYPER PERSONALIZATION

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

Campaigns

Campaign Overview
Notification Delivery Options
Campaign Approval Workflow
Campaign Reports
Control Groups
Advanced Capabilities

Journeys

Journey Overview
Journeys List
Journey Concepts
- Journey States
Create a Journey
Edit 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
Conditional Split Node
Journey Performance
Viewing Journey Reports
Journey: Troubleshooting and FAQs

Promotions

Promo Campaigns
Loyalty Tiers
- Create Loyalty Tiers
- Migrate Loyalty Tiers
Rewards
Promo Reports

Product Experiences

Product Experiences Next Gen
Product Experiences (Legacy)
- Product Experiences (Legacy) Setup
- Product A/B Tests (Legacy)

Data Management: Events & User Profiles

Import
Exports

Partner Guide

Technology Partners
Become a Technical Partner
Analytics Partners
Attribution Partners
Cloud Storage
Contextual Location Partners
Customer Relationship Management
Crash Analytics Partners
- Omnissa Intelligence (Apteligent)
Customer Data Platform
Data Warehouse
Direct Mail Partners
Dynamic Content Partners
E-Commerce
- Shopify
Email
Email Templates
Email Validator Partner
- Clearout
- KickBox
RCS
Payments
Localization Partners
- Crowdin
- Lokalise
Loyalty Partners
Messenger Partners
Remarketing
SMS
Support Partners
- Zendesk
Video Caller ID
- Truecaller
WhatsApp
Workflow Automation Partners

Lifecycle Optimization

Lifecycle Optimizer

CleverTap for Startups

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

Billing

Licensing Fee

Compliance

App Tracking Transparency (ATT)
Compliance & Certifications
General Data Protection Regulation (GDPR)
Manage Personal Information
Message Archiving
System-Triggered Alert Emails

WHATS NEW

Release Notes
Events Changelog
SDK Changelog

TROUBLESHOOTING & SUPPORT

FAQs
Error Stream
Debugger
Support Ticket
Platform Considerations

Data Setup

Overview

CleverTap data setup consists of the following:

User Profiles
Schema

Updated 9 months ago

CleverTap Overview for Users

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