Application main features

The Bloomreach interface has 3 main areas: the workspace, the side menu, and the settings tab. This guide explains what each area contains and how to use the common buttons you'll find throughout the application.

Side menu

Use the side menu to navigate between Bloomreach features.

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Note

Create new campaigns and analyses directly from the side menu by clicking the + button next to any section.

Workspace

The workspace is the main area where you work with items like dashboards, analyses, scenarios, and campaigns. When you select an item from the side menu, it opens in the workspace so you can review it, edit settings, preview the result, or check performance.

Settings

Use the settings area to:

• Contact the Support team through in-app live chat.
• Access in-app help and documentation via the ? button.
• Access user and project settings via the cogwheel button.
• Switch between projects by clicking the current project name.

Common buttons

These buttons appear throughout the application.

Create new

Create new items using the + button, available in many parts of the app.

Copy

Duplicate items using the copy button. You'll find it in reports when duplicating metrics, in funnels when copying steps, and when copying conditions.

Delete

Remove items using the trash can button.

Reorder

Drag the reorder button to rearrange individual items — for example, metrics in reports, steps in funnels, and segments in segmentations..

Order matters in segmentations and funnels because it affects how the analysis is evaluated.

Personalization

Click the { } button to access Personalization tags. These are customer-specific variables. For example, {{ customer.first_name }} displays the first name of the customer receiving the campaign.

More actions

Click the three-dot menu—usually in the top-right corner—to access additional actions for a feature.