Documentation overview

Build campaigns, analyze customer behavior, and deliver personalized experiences across every channel. This documentation covers everything from your first login to advanced integrations.

Get to know the platform

New to the platform? Start here.

• Get started: Follow an onboarding path with learning options, suggested sequences, and basic tasks to get up and running in your role.
• Release notes: A chronological log of new features, improvements, and fixes. Check here to track changes and decide what to adopt.
• Bloomreach Academy: Structured trainings with free crash courses and topic-specific programs. Learn through lessons and live sessions.

User guides

Learn how features work and how to use them day to day. Guides are grouped into data and assets, analyses, and campaigns.

Data and assets

Learn how data flows through the platform and how to manage the building blocks of your customer experiences.

• Customer identification: Understand how the platform recognizes and merges customer profiles using hard IDs and soft IDs. Avoid duplicates and keep a clean single view of each customer.
• Data structure: See how customers, events, catalogs, vouchers, and other entities are organized and how they relate to each other.
• Definitions (data manager): Create and manage data definitions, including attributes and events. Use them consistently across analyses and campaigns.
• Data imports: Import data from files or external systems. Includes best practices to keep data accurate and avoid common pitfalls.
• Data exports: Export data for reporting, warehousing, or external tools. Covers supported destinations and formats.
• Data filters: Filter by metrics, aggregates, expressions, and segmentations to select precise audiences and event sets.

Analyses

Find the right analytical tool for understanding performance, behavior, and trends.

• Analytics tools: Compare the main analytics features and pick the right one for each question.
• Dashboards: Build, customize, and share dashboards to monitor key metrics and KPIs in one place.
• Reports: Create detailed reports with grouping, filtering, and time settings to answer specific business questions.
• Segmentations: Group customers by shared attributes or behavior for analysis and targeting.
• Predictions: Use prediction models to forecast behavior, such as the likelihood to purchase. Includes guidance on evaluating model performance.
• Funnels: Track conversion through multi-step journeys, spot drop-offs, and compare segments over time.

Campaigns

Design, run, and optimize customer journeys across channels.

• Scenarios: Use the visual journey builder to automate customer flows, from simple triggers to complex multi-step campaigns.
• Emails: Set up email sending, build templates, test campaigns, and track deliverability and engagement.
• Mobile messaging (SMS and MMS): Send SMS and MMS campaigns, manage opt-ins, use two-way messaging, and track performance.
• Weblayers: Create on-site overlays and banners, from simple messages to personalized experiences. Control targeting and triggers.
• In-app messages: Show targeted messages inside your mobile app, manage content blocks, and connect them to journeys.
• Surveys: Collect feedback through NPS or post-purchase surveys. Use responses in analytics and campaigns.
• Recommendations: Configure product and content recommendations, use templates, and measure impact on engagement and revenue.
• Experiments and A/B tests: Set up experiments, choose evaluation metrics, analyze results, and roll out the best-performing variant.
• Contextual personalization: Adapt content in emails, weblayers, and scenarios in real time based on each customer's context and behavior.

Use cases

Get to results faster with ready-made examples and templates.

Use Case Center use cases: Prebuilt journeys you can launch with minimal setup. Each includes built-in analytics so you see results quickly.

Business use cases: Guides for building common solutions such as customer analysis or lifecycle flows.

Developer guides

Understand how the platform works under the hood and connect it to your stack.

• Technical overview: Learn the overall architecture, main components, and how data flows through the infrastructure.
• API reference: Authenticate, call the API, and work with available methods to send and retrieve data.
• Web tracking (JavaScript SDK): Implement web tracking, including configuration, consent, and testing.
• Mobile SDKs: Integrate iOS, Android, and other framework SDKs to track behavior, send push notifications, and personalize in-app content.
• Python SDK: Interact with the API from Python for data operations, automation, or custom integrations.

Security and privacy

Understand how the platform protects data and configure your own controls.

• Security commitment: Review the principles that guide how Bloomreach approaches data protection.
• Security architecture: Learn how security is built into the infrastructure, including network design and data storage.
• Security controls: See specific measures such as access control, logging, encryption, and DDoS protection.
• Single sign-on: Configure SSO so users sign in through your identity provider with centralized access management.
• Consent management: Set up tracking and communication consent to meet regulatory requirements and respect user choices.
• PII management: Follow guidance on personally identifiable information, data minimization, and data subject rights.