Application interface

Homepage

Exponea user interface consists of three main parts: workspace, side menu and the settings tab.

Side menu

This part serves users to navigate through Exponea features:

Overview

Here you can access your dashboards, project overview and other important project-wide information.

Analyses

Access and create new reports, segmentations, funnels, predictions and other analyses.

Campaigns

Access and create scenarios, email campaigns, web layers, surveys, recommendations or experiments.

Data&Assets

Contains customer database, product catalogs, and vouchers. You can also manage your assets, tags, integrations, and imports here and create metrics which can be used in dashboards or analyses.

Initiatives

This is Exponea's file management for better orientation in all your campaigns and analyses. Read more about initiatives in the next article .

To save time, you can create new campaigns and analyses directly from the side menu by clicking on the + button.

Settings

In this part, you can

  • Contact our support through in-app live chat
  • Access in-app help and live-chat via the question mark button.
  • Access user and project settings via the cogwheel button.
  • Switch between the projects by clicking on the current project name.

Using basic buttons

These buttons appear across the application.

Create new

This is usually done via the PLUS sign button.

Copy

Can be found in e.g. reports when duplicating metrics, funnels when copying steps or when copying conditions.

Delete

Delete is represented via the trash can button.

Reorder

It is possible to reorder individual parts in some Exponea features, e.g. metrics in reports, steps in funnel, segments in segmentations, etc. It can be done by dragging this button.

This is especially important in segmentations and funnels, where the order of items defines how the analysis behave.

Personalization

By clicking on a button with the { } sign you can access the Personalization tags. These are variables that are unique for each customer, for example {{ customer.first_name }} will display the first name of the specific customer receiving the campaign.

More actions

A lot of features allow for additional actions that can be found by clicking on the three dots menu, usually located in the top right corner.

Updated 8 months ago


What´s next?

Learn how to keep your project organized and easy to navigate.

Initiatives and tags

Application interface


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