Settings and Administration

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

In user settings, you can set your localization (to change the timezone, number and date formats), 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 set up SSH tunnels here.

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

Users, projects and accounts explained

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 the website or in mobile apps. Projects are independent of 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 separate access management.

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

❗️

Permission Scope

Do not forget the hierarchy between Accounts and Projects. Role granted on a higher scope (account) is applied to all lower scopes (project). Similarly, if users operate on their own private instance, that instance has the highest hierarchy (instance -> account -> project)

For instance, if a user is granted "Analyses Viewer" on Account scope, the user will have "Analyses Viewer" in all projects under that Account.

This might be critical, as you might be granting Account rights to someone, who is supposed to see/edit one Project ONLY.

Create a new project

You can create a new project via a preexisting account. Click on your account and add a project.

You have to select the account in which you are going to create the project, name it, and write its supervisor. You can create advanced customer ID roles for more people, however, this is not a prerequisite.

User settings and timezone

In User Settings, under the "Basic settings" tab, you can edit your personal details, including your name and phone number and also set your timezone. Navigate the left menu to change your password or set up 2-step verification in the "Security" tab.

Project settings

Project settings contain access management and settings for campaigns - languages, policies, consents, and channels. You can also set up SSH tunnels here.

📘

Depending on your role and access rights, you might not see or be able to edit some of the sections visible in the screenshot below.

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 secrets are also shown here. These are used for integration and tracking purposes.

Access management

You can read more about the role and access management in the following article.

API settings

  • Located under "Access management"*

Read more about API settings here

Security

You can set up SSH tunnels here.

Campaigns - General

You can set the default utm_source parameter under "General campaign settings". Read more about UTM parameters.

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.

Setting up multiple domains under one project

Sometimes you might prefer to create one project with several language versions/domains. In this case, follow these recommendations.

  • Add all the languages to Project settings
  • Make sure the language attribute of the customer matches the language in Project settings (i.e. both „cs“ for Czech, not „cs“ and „cz“).
  • Languages in Project settings define the languages of email templates that you’ll be able to add. If you are going to need a different email for German and Austrian customers (different logo etc.), you might have to deal with the fact that it is not an actual language, and add „Austrian“ to Project settings as well.
  • Remember to set the language attribute for every new customer. Import them with a language attribute through a scenario triggered by the subscription banner that assigns the language attribute based on the banner country_code.

Fonts

You can define the font to be used in the Email Visual Builder. To do this you need to create a text file that you will save as CSS. Below, you can see an example of what this file should contain.

@font-face {
  font-family: 'exponea';
  font-weight: bold;
  font-style: normal;
  src: local('exponea'), url(https://cdn.exponea.com/exponea-webfont.woff) format('woff');
}
 
@font-face {
  font-family: 'exponea';
  font-weight: normal;
  font-style: normal;
  src: local('exponea'), url(https://cdn.exponea.com/exponea-webfont.woff) format('woff');
}

After you have your custom CSS ready, you can upload it to your server and add a link to the URL box.

Throughput policies

Read about how to set up a throughput policy in the Webhooks article.

Privacy management - Frequency policy and consents

Frequency policy

In this section, you can define frequency policies for email/SMS/webhook/notification campaigns to limit the number of campaigns a customer can receive in a certain time period. To create the frequency policies that can be used in a campaign, go to Settings > Project settings > Privacy management > Frequency policy. You can choose multiple settings for a single policy. To do so, click on edit.

Policies

A single policy is identified using a unique ID (used in campaign events, property name campaign_policy), a user-facing name and at least one segment.

Segments

Each segment may define a number of rules that define the policy's behaviour for customers matching the segment. Simpler policies will use just a single segment matching all customers, with the same set of rules applying to all customers. Different customers may, however, have different preferences, so you may define multiple segments (using customer filters) with different rules. Thus one segment matching customers with a high email open rate may allow multiple emails per week, while the segment catching the rest of customers with a low open rate will limit the communication to just one email per week. One policy may define up to 12 segments. The last segment must always catch the rest of the customers, i.e. those not matched by any of the previous segments.

Max. messages per customer/period

Max. messages per customer/period defines how many messages can be sent within a relative time frame. It is composed of an integer limit and a duration, for example, 3 messages per 7 days. A limit of 0 per any duration can be used to suppress all communication for a segment. Up to 4 may be defined in one segment, all rules will need to pass in order for a message to be sent. It's also possible for a segment to define no 'max. messages per customer/period' constraints, which means no communication limits will be imposed.

An email campaign or scenario node may then use one of the policies.

Campaign Groups / Consents

🚧

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

After enabling consent management, the setting of campaign groups will be no longer available.

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.

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.

Updated about a month ago


Settings and Administration


Suggested Edits are limited on API Reference Pages

You can only suggest edits to Markdown body content, but not to the API spec.


We rely on cookies

to optimize our communication and to enhance your customer experience. By clicking on the Accept and Close button, you agree to the collection of cookies. You can also adjust your preferences by clicking on Manage Preferences. For more information please see our Privacy policy.

Manage cookies
Accept & close

Cookies preferences

Accept & close
Back