Configuration

​

9.1 Configuration Overview

​

What Can Be Configured?

​

Accessing Configuration

1. Click Configuration in the sidebar
2. Select the configuration area you need

​

Who Can Configure?

​

9.2 Data Management

​

Data Fields

See Data Fields in Product Concepts for an overview.

1. Go to Configuration > Data Management
2. Select Data Fields
3. Browse available fields

​

Data Pipelines

See Data Fields in Product Concepts for an overview of data pipelines.

• Active: Running normally
• Warning: Potential issues
• Error: Data flow interrupted

​

Data Import

1. Go to Data Management > Import
2. Upload data file
3. Map columns to fields
4. Validate and import

Note: Data pipeline and import configuration is typically handled by technical teams. Contact your admin for data-related changes.

​

9.3 Experience Delivery

​

Surfaces

See Surfaces in Product Concepts for an overview.

1. Go to Configuration > Experience Delivery
2. Select Surfaces
3. See all configured surfaces

​

Treatment Types

See Treatment Types in Product Concepts for an overview.

​

Destinations

See Destinations in Product Concepts for an overview.

Note: Destination configuration requires technical setup. Contact your admin to add or modify destinations.

​

9.4 Company Settings

​

Goals

1. Go to Configuration > Company
2. Select Goals
3. View or manage goals

​

9.5 UI Layout

​

Custom Screens

• Dashboard widgets
• Report views
• Quick actions

​

Layout Configuration

Note: UI Layout configuration is advanced and typically handled by admins or during implementation.

​

9.6 Understanding Your Configuration

​

Viewing Current Configuration

• Configuration > Data Management > Data Fields
• See all available personalization and targeting options

• Configuration > Experience Delivery > Surfaces
• Know where treatments can appear

• Configuration > Experience Delivery > Treatment Types
• Understand available formats

​

Configuration Documentation

• List of configured data fields and their meanings
• Available surfaces and their locations in your app
• Treatment types and their requirements
• Active integrations and destinations

​

9.7 Requesting Configuration Changes

​

What Marketers Can Request

​

How to Request Changes

1. Document the need
   • What do you want to accomplish?
   • Why is current configuration insufficient?
2. Contact your admin
   • Explain the business requirement
   • Provide specific details
3. Follow up
   • Configuration changes may require technical work
   • Allow time for implementation

​

Change Request Template

Request: [Brief description]

Business Need:
[Why is this needed?]

Current Limitation:
[What's blocking you?]

Proposed Solution:
[What configuration change do you want?]

Impact:
[What will you be able to do after the change?]

​

9.8 Configuration Best Practices

​

For Marketers

• Understand available data fields
• Know your surfaces and treatment types
• Document what’s available to your team

• Use existing configuration when possible
• Request changes only when necessary
• Plan ahead for new journeys

• Configuration changes take time
• Notify admins well before journey launches
• Provide business context

​

For Admins

• Maintain list of data fields with descriptions
• Document surface locations
• Keep treatment type specifications current

• Audit unused configurations
• Remove obsolete items
• Update based on business needs

• Test configuration changes
• Communicate changes to users
• Train team on new capabilities

​

9.9 Common Configuration Questions

​

”I need a data field that doesn’t exist”

1. Check if a similar field exists
2. Document your need
3. Request from admin/technical team
4. Data pipeline may need updates

​

”I want to show treatments in a new location”

1. Verify surface doesn’t already exist
2. Describe the location in your app
3. Request surface configuration
4. Technical integration may be needed

​

”I need a different treatment format”

1. Review existing treatment types
2. Describe the format you need
3. Request from admin
4. May require template development

​

”How do I know what data is available?”

1. Check Data Fields in Configuration
2. Ask your admin for documentation
3. Review existing treatment personalization

​

9.10 Integration Overview

​

Common Integrations

​

Integration Status

1. Configuration > Company
2. View integration status
3. Green = healthy, Red = issue

​

Troubleshooting Integrations

1. Check integration status
2. Verify API keys are valid
3. Contact admin for technical investigation

​

Next Section