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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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Data Setup

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
Journeys List
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
- Amplitude
- Mixpanel
  - Mixpanel Import (Cohort)
  - Mixpanel Export
Attribution Partners
Contextual Location Partners
- OpenWeather
- Plot Projects
Crash Analytics Partners
- Omnissa Intelligence (Apteligent)
Customer Data Platform
Data Warehouse
Dynamic Content Partners
- Storyly
E-Commerce
- Shopify
Email
Email Templates
- Stripo
- Taxi for Email
Email Validator Partner
- Clearout
Import
- Imports via SFTP
- CSV Upload
Payments
- RevenueCat
Localization Partners
- Crowdin
- Lokalise
Loyalty Partners
- Talon.One
- Voucherify
Messenger Partners
- LINE Messenger
- Sendbird Business Messaging
Remarketing
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
- Email Add-on
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

Data Setup

Overview

CleverTap data setup consists of the following:

User Profiles
Schema

Updated about 1 year ago

Table of Contents
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