Settings and administration

Introduction

You can access project and user settings by clicking on the cog wheel button in the top right corner.

In user settings, you can change your personal details, password or enable Two-step verification.

Project settings contain access management and settings for campaigns - languages, policies, consents and channels.

You can also switch between projects by clicking on the name of your current project.

Users, projects and accounts

Users in Exponea are linked to specific people. Each user can have access to multiple projects, even across different accounts. Inviting a new user is free of charge and can be done in the access management part in project settings.

Projects in Exponea are used to differentiate between businesses. Each project has its own project token (ID) that is used when setting event tracking on website or in mobile apps. Projects are independent from one another, each one has different customers and events, own independent analyses, campaigns etc. An example would be a company having multiple projects for different countries under the same account. Each project has a separate access management.

Accounts are a group of projects for a single client. They share billing, limits for number of events and other limits. It is possible to set roles in accounts to grant access automatically to all projects under the account.

Project settings

Project - General

You can change the project supervisor here, who serves as the main point of contact for important notifications and billing information. Project token and project secret are also shown here. These are used for integration and tracking purposes.

Access management

You can invite new users to the project and also assign administration roles.

Module
Description

Analyses

Permissions:
read - open existing analyses
write - create, update and save analyses

This contains the following components:
Trends
Funnels
Reports
Retentions
Segmentations
Flows
Geo analyses

Campaigns

Permissions:
read - open existing campaigns
write - create, update and save campaigns
execute - run existing campaigns

Export

Ability to download customer data and analyses reports

Personal data

Grant access to view all PII information in customer properties or events. If this is not enabled, the user will only see *** instead of the real data

Dev. tools

Grant access to catalogs, integrations and campaign access

Administration

Overrides all permisions and grant access to everything in a project

Beta

Grant access to beta features. These are tagged in Exponea by the beta flag

API

Read more about API settings here

Campaigns - General

Language

You can define which languages your project uses to create multilanguage templates used in campaigns. "Name" is a human-readable name displayed in the UI (English). "Value" is the value tracked in the customer attribute language (en).

Example
When you want to send an email campaign to customers in 3 different countries, you can create just one campaign with 3 different versions. In the screenshot below, all customers with an attribute language = en will receive the English version. The same logic applies to any language. Customers who don't have this attribute filled will receive the campaign in the default language, which would be Polish in this case.

Privacy management

Policies

In this part you can define policies for email and sms campaigns to restrict the number of campaigns a customer can receive. In the screenshot below, every customer can receive a campaign of that specific type only once per 12 hours. If there is a second attempt within the time period, it will be automatically blocked.

Consents / Campaign Groups

Groups have been replaced with our new Consents management. If your project is still using campaign groups, we recommend switching for easier GDPR compliance.

You can define categories of emails or sms from which customers can unsubscribe separately. This will also create a customer attribute unsubscribed_from, which is a list attribute.

Each campaign sent has to belong to a campaign group. By default, there is only one campaign group called All Communication. Campaign groups with their names and descriptions will be shown as options to subscribe to/ unsubscribe from on the unsubscribe page ( the link to it can be sent via {{ email.unsubscribe }} ).

Once a customer chooses to unsubscribe from a campaign group, an event subscriptions_changed will be generated, and an attribute unsubscribed_from will be updated. This attribute can also be changed manually when editing the customer or through imports.

You can define your campaign groups if you have not enabled the consent framework yet.

You can define your campaign groups if you have not enabled the consent framework yet.

If you are using our consent management, apart from setting the consent and legitimate interest categories, you can also access and edit the consent page here:

Channels

Push notifications

You can set up mobile and/or browser push notification IDs and keys here.

Read more about our web push notifications and mobile push notifications.

Support team access

You can easily grant our support team admin access to your project.
Our support team members usually need to access your project in order to provide sufficient help.

Only people with account admin rights can grant access to our support team

When the access is granted, you can see:

  • the person who granted the access
  • date when the access was granted

You can grant an unlimited access or for a certain time period only.

User Settings

Security

Read more about how to set up two-step verification here.

Settings and administration


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