Documentation Updates

Find the latest updates made to our documentation articles. This page is updated on a weekly or bi-weekly basis.


July 2022 Week 4

We are excited to share the dedicated documentation for the Real-time Customer Segments for Discovery feature. This feature makes it easy to personalize search results at the most granular level by combining Engagement's powerful CDP and Discovery's extensive search algorithms. Check out the articles about this feature on Discovery and Engagement documentation!

April 2022 Week 4

We published a pre-scoped package of Plug&Play use cases that are functionally ready for deployment on Day1 to boost your business! This package contains a combination of best-practice Dashboards, Analyses, Campaigns, and Templates that have been iterated over 1000s of hours working with some of the top brands in e-commerce.

February 2022 Week 4

We put documentation for all our Bloomreach products in one place! Now you can easily switch and search between our products on our unified domain If you use links to our old Bloomreach Engagement docs domain docs.exponea,com, they will now redirect you to the new respective page.

We released Engagement Hub, a place where you can find all the educational resources we provide about Bloomreach Engagement to improve your learning process and to get the most out of using our product. The Engagement Hub content includes tips and tricks, a recommended learning path, what courses you can take to improve your knowledge, where you can find help through the Support team or join discussions in our Bloomreach community.

January 2022 Week 2

We added warning information about Jinja and webhooks expressions returning data only when used or enabled in the scenario. Check out the article to read more about the details on the topic!

Our filtering logic is based on De Morgan's Laws that explain how the Boolean operators OR and AND in terms of negotiation work.

Scenario triggers do have some limitations. One of them is that certain campaign event statuses do not trigger a scenario when used in the “On event” node. The whole list of those campaign event statuses, as well as other limitations, are included in the Scenario article now.

There is a special release of our visual email editor (BEE) where the editor will significantly optimize the way the HTML is generated. You can also read more about other important changes the release has brought to you!

December 2021 Week 3

We updated the table explaining what events are stored in the local storage of cookie data when using experiments and push notifications. Those events are related to the last show of the experiment, the last interaction with the experiment and when the user subscribed to the push notification. You can find detailed event names and their descriptions in the article!

Added information that the files are available for download for at least 60 days. After that time period, they can be moved into our archive storage and are no longer accessible for download.

New API Reference Redesign

Hi! We are happy to announce that we are launching a new API Reference design using new visuals today without any downtime! Also, there are usability improvements in some features that you can read more about here. Apart from those changes, we added new API logs for you to be able to work with our API Reference much more efficiently. Check it out in our API Reference yourself!

November 2021 Week 4

Some symbols might not be matched in the used URL in the link shortener (for example semicolon). However, when you escape it by %3B, the link appears correctly. Read more about it in the article with an example picture as well.

Transactional Email fallback is an optional module for you with which you can specify two ESPs integrations for emails sent through Transactional email API to ensure high availability. Read more about how to use it and how it works in the article!

October 2021 Week 4

We created a new article for frontend developers about how our Experiments work - you will read about its data model, fetching and applying modifications.

Experiments for developers article is aimed for frontend developers who want to maximize the use of Experiments using HTML/CSS/Javascript. Parts of the article are about custom CSS selector, how to insert global or personalized content and more.

We broadened the range of available mobile SDKs and now they include native SDKs for iOS and Android, as well as React Native, Flutter, and Xamarin wrapper SDKs.

New note was added about using Google Fonts where it is recommended to use already-made Google Fonts CSS files and you do not have to create new CSS files for them to avoid causing issues.

October 2021 Week 2

To track the messages that your customers send to you, you need to set up the WhatsApp integration. Read more about setting it up in the article.

We added new information about deleted events in EBQ. There is a certain inconsistency when deleting data. When you delete them in the app, those data are still stored in the Exponea BigQuery because it was developed as a long-term storage. For more clarification, refer to the article or contact your CSM.

September 2021 Week 2

As a link shortener is available for a new MMS channel, we created a new article about campaign link shortener with information about both SMS and MMS channels.

New article introducing MMS campaigns was released. MMS campaigns allow you to send multimedia personalized messages that can improve your engagement rate! Check it out.

We added a new answer to a question about the reason why you may see less customers with a banner event than with ab test event for the same variants. Check out the answer in our Troubleshooting FAQ about AB Test.

A new note about the case when you import the same events again (including the same timestamp), but this time with a different trigger option for a scenario, deduplication does not allow the event to actually trigger that scenario.

August 2021 Week 3

Complete guide about how to set up UniOne Integration used for our standard emailing mechanism is now available!

Even though the Exponea editor always displays formatting from left to right, the actual mobile push notification would be displayed according to the user´s mobile settings. So in case of Arabic fonts, the notification would be shown in the right to left formatting if their mobile settings are in the right to left formatting.

We added a new section about the special case of webhook batching on-events campaigns and how the approach here is as well as its size limitations.

When integrating your Google Ads account with your Exponea project, you can encounter an error "This app is blocked" or similar. In this case, contact our Support for resolving the situation as this happens when your Exponea project is not verified by Google prior to integrating.

August 2021 Week 2

SQL Reports is an analytical feature which enables you to create, edit or view a report using data from 3rd party data sources that are written in SQL query or visual mode. It allows you to select data from a database that you created an integration in your project (e.g. some Google Big Query or MS SQL database) and create the report based on that data. Read more about SQL Reports in its new article!

Every imported and tracked event is checked for duplicates every 3 months. To identify them, there are some criteria for identifying them such as events have the same event type or events have the same timestamp (to the last decimal place) or events have the same event attribute values together with the same attribute value types (e.g. if one attribute is a string, the other has to be string, too). To read more about duplicates during Imports, please refer to the article.

We added a note about precision in Aggregates. When having less than 10k unique values, there is 100% precision for distinct aggregates. If there are more values, the precision is around 97%.

We added a warning note that segmentations are not influenced by dashboard filters.

Session_start and session_end have activity properties which are sent by the SDK in session_pings. Those are activity,created and last_update and you can read more about them in the article.

July 2021 Week 4

New information about what to not forget when creating a new project is added in the Settings article now. Check it out!

We have updated the information about Amazon S3 Integration´s availability - only available for imports.

We have added an attribute for the merge event! Check the completed table of attributes for merging.

July 2021 Week 2

Our documentation has a new look! We added a new logo and a new design across our pages to be consistent with our brand.

Check out some new information about a prerequisite for using the opt-in feature!

We added new warnings about file naming and folders in Data exports. Have a look!

Two-ways SMS messaging has an updated article now!

Few small changes were added about troubleshooting and recommendations of two-step verification.

Screenshots of Google Ad Audiences Scenario nodes are consistent with our app UI now!

A whole new article about Custom campaign tracking is out!

API Reference overhaul

Hi, you might have noticed that, for a while, the API Reference has been changing. We have reworked our Intro section from the ground up, then the individual methods were being reworked and released one by one. Today, we are proud to announce that we have finished and the entirety of the Reference has been completely redesigned! The overhaul includes:

  • A fully reworked introduction documentation, including Exponea API and authentication overview, a step-by-step practical guide to making an API call, technical information like how to create an authorization header, and a tips & best practices section that we plan on continuously expanding.
  • Documentation to every single method has been reworked in a new standardized template that has been designed to include every important information in a comprehensive and concise manner. The important thing here is that now the docs to every call follow the exact same structure, making it easy to navigate and find exactly the information that you are looking for!
  • In the process, the calls have been tested and more response and payload examples were included in the docs.

We hope this to be the first step in better docs for developers. The overhaul should make working with our API much smoother, more comprehensive, and efficient, while being more effective in preventing any incorrect usage. Take a look for yourself in the new API Reference!

June 2021 Week 2

We have published a new article which will guide you through the process of creating a new Exponea Instance. Read our documentation for more!

Another new article! This time introducing a new version of the Audit log feature.

Have a look at this updated article about Exponea’s response and recommendations regarding the privacy regulations coming with iOS 14.5.

May 2021 Week 4

Take a look at a new article about the Exponea usage dashboard, a feature that provides you with the overview of your Exponea app usage, in our documentation!

We have added new information about Usage warnings in our Scenarios article.

You can read the updated section about sending test emails or preview links in the Email testing article.

May 2021 Week 2

Take a look at the new feature, Global URL lists, which allow simpler deployment of website personalisation features and easier editing of the existing ones - all in one place!

Another new feature! Snippets are smaller custom pieces of jinja, code, text, or HTML that can be saved and reused across campaigns. For example, you can save frequently used Jinja macros, to saving snippets of text.

We have updated the information about the maximum number of IDs - merge error doesn't occur when the number of IDs exceeds 64 any more.

Have a look at the new limit in Operators in our documentation!

We have added some new information to our two-way messaging article. You can read more in our documentation.

We are proud to present you with a brand new reworked introductory section to our API Reference! This, in fact, consists of 2 new redesigned sections: Overview, and Get Started.

Overview provides high-level description of our API, including how it works and what can it be used for, as well as a comprehensive overview of the Authentication system that we use and what tools are available to you in this regard.

Get Started includes step-by-step detailed information about what you need to do to start using the Exponea API. Divided into 4 major subsections, it covers:

  1. Configuring all the prerequisites, such as the API Groups and permissions within the Exponea app;
  2. A technical guide to setting up authorization headers;
  3. A practical step-by-step walkthrough of the whole process on a specific example;
  4. Tips and Best practices.

This intro section is the first step in our effort to make our API Reference even better and more comprehensive for developers. Stay tuned for more!

April 2021 Week 3

Over the last month, we were working hard to refine our documentation concerning working with emails and we are proud to present the final version.

We have organized the documentation into 4 distinct chapters that cover the entire journey of an email marketer, and each chapter has an introduction page where you can find an overview of what the chapter entails:

  1. Getting started
  2. Evaluation
  3. Managing Email Health
  4. Optimization & Personalization

Depending on your experience or current situation, feel free to start anywhere! After going through all of the chapters, check out the What else is there article for some advanced pointers too.

March 2021 Week 4

We have updated our documentation to give you more insights into the best practices in A/B testing.

New information about the timestamp limitation in EBQ has been added!

Learn more about how to use the Recommendation Dashboard, including Fallback.

Take a look at the new grouping limits in our Reports article.

March 2021 Week 1

You can read more about Exponea’s response to the privacy regulations coming with iOS 14.5

Read more about a new feature: Automatic bot detection in emails.

New FB CAPI examples are now avalible.

A new example has been added to showcase how to display web layer only on homepage.

February 2021 Week 3

We have added a section (including new code) to help you further refine recommendations in email campaigns, using a new predefined HTML block.

New information about Bool values!

A new example is available for the base64 url encoding.

We have updated information on previews and testing in scenarios.

February 2021 Week 1

Tips on enhancing your email campaigns with recommendations

We have added a new section outlining advanced tips for using recommendations with email campaigns in the following 3 use cases:

We have added a new example on how to generate a JWT token with HMAC.

Read more about the new data parameters that will be required for sharing events with the FB CAPI.

January 2021 Week 3

We have created a new comprehensive guide to help assist your completion of a Data Protection Impact Assessment (DPIA) when using Exponea as your Processor.

We have updated the SmartSecure article to give you more information on the benefits of this security module!

A built-in link shortener is finally here! Read more about it in our documentation.

A lot of new possibilities in regard to cloning, importing, or exporting are here. Familiarize yourself with technical details in our documentation.

December 2020 Week 3

Information about experiments has now been expanded and split into several different articles. Check out the new articles linked above!

A warning about proper usage has been added to the Tracking API group overview. We are also working on an overhaul of the API documentation so stay tuned for that!

Marry Christmas! 🎄

December 2020 Week 1

Find out more about our new solution to Facebook Ads retargeting!

We have reworked the Asset Manager article from the ground up! Now also including the newest update to how we handle custom project templates and predefined templates coming from the central Exponea repository.

We have moved the guide to the visual and HTML email editor into its standalone article.

We have completely reworked the Design section of our guide to web layers; learn about new changes to web layers and web layer templates in a more detailed and comprehensive guide!

If you are using the Mailgun, Mailjet, or Sendinblue integrations for your email campaigns, you might want to read through a warning about potential bad practice and issues arising from it that we have now included in the respective guides and on our Integrations main page.

Learn more about our new feature including automatic suppression of bad email addresses which helps you improve deliverability, open & click rates.

Cloning your work to another project is here!

November 2020 Week 3

Learn about how can you schedule queries for periodic data updates within the EBQ!

We have remade the Access Management article so that it contains much more detailed information about how our Role-based access control works.

After multiple reports on low match rates with the Google Analytics integration, we have added a warning explaining the situation to the start of the article.

To give you the precise information on all the different types of the campaign status event attribute and how and by what it can be generated, we have now created a comprehensive table outlining the matter. Go check it out!

October 2020 Week 3

We have published a new article about the upcoming feature of two-way messaging and the use of opt-out keywords.

Learn more about how spambots might affect tracking your campaign and what can you do about them.

We have added a new section in our Browser Push Notifications documentation outlining some specific limitations on the side of the browser you might be using, such as the newest Mozilla Firefox notifications quota.

Learn more about how to remove an item from a List using the Jinja macros.

October 2020 Week 1

We have added a note on bulk email settings under Settings -> Custom headers

Learn more about the changes made in status names updates of event filters that came with 1.173.

We have added a new section explaining size limitations on customer and event properties within the Data Manager.

September 2020 Week 3

Preview your email template in a specific virtual environment or client!

Learn what happens when you reach the size limit in your Tag Manger

Learn about how you can utilize advanced machine learning to predict customer behavior with Exponea!

September 2020 Week 1

Learn about the Apple's upcoming new requirements in connection to Exponea.

Importing custom fonts for Email campaigns.

Using the concurrency limit in Throughput policy.

August 2020 Week 2

Learn how to create an API Webhook in a scenario from a scratch.

August 2020 Week 1

Amazon Alexa Integration allows you to access data in Exponea through your virtual voice assistant, Alexa.

Make sure you are fulfilling all requirements when importing a CSV file.

Learn how to program in MJML in order to create responsive emails.

July 2020 Week 4

Find out more about cloning customer properties through Cloneable Data Mapping.

Understand limitations when collecting customers´ Soft ID.

Know how Exponea tracks survey submission.

Learn how you can define the font used in the Email Visual Builder.

July 2020 Week 3

Find out more about the workings of the Exponea's support team.

Learn more about Exponea's Community Slack.

July 2020 Week 1

Facebook Lead Ads offers the option to create custom disclaimers. Learn how to transform them into consent events in your project.

Learn about the new content tabs in the asset manager.

June 2020 Week 4

Find out more about the security package offered by Exponea.

June 2020 Week 3

Find out how you can copy-paste your work from one project to another, despite them having different data structures.

Mobile Push Notifications have been improved in multiple ways:

  • We've added the Priority component to the settings so that you can target even Android devices in the low-power mode. Read more
  • We now apply deduplication to prevent a notification being sent multiple times to the same device. Read more
  • You can now send silent notifications to your customers to check whether they still have your app. Read more
  • UTM tags are now collected as separate attributes as in all other campaigns. Read more
  • You can now track the delivered status of notifications on iOS devices much more precisely as they are now recognized upon delivery not upon opening the app. Read more

June 2020 Week 2

Learn more about how multiple customers can be separately tracked on the same device using the anonymize() function.

Learn more about how to integrate SendSay with Exponea.

You can now use Sinch as a provider for sending SMS to your customers.

Learn about how to use authentication for your webhooks.

June 2020 Week 1

Utilize the data you gathered in Exponea on other platforms? It just got a lot easier! You can now send any integration to SFTP from where most platforms will be able to import the data.

Many 3rd party platforms limit the number of requests which can be sent to them at a particular time. To be able to maintain real-time communication with them, we’ve introduced the Webhook Throughput Policy which allows you to limit the number of webhook requests you make.

The custom tracking domain is a countermeasure against various tracking protection mechanisms introduced by browsers. Since browsers are becoming more privacy-conscious, Exponea and its use of “cookie” has to adapt as well. Read more on how to set it up on your Shared or Private Instance.

May 2020 Week 1

Guide for setting up Safari Push Notifications including a setup for JS SDK and Safari browser to successfully register for push notifications into Apple APNS and Exponea Platform have been added.

April 2020 Week 4

Now you can tailor the access rights of your users exactly to your needs! Our access management has been completely reworked with new roles, the ability to create custom ones, and the option to set them an expiration date.

March 2020 Week 4

If you have a mobile application for your users, In-app Messages are a way of displaying banners to them within the app.

The automatic-winner distribution will test your A/B test variants on a small sample of customers. Then, without you having to lift a finger, it chooses the best performing variant and sends it automatically to all the remaining customers.

Usually, each webhook creates an individual request. Batching changes this, merging multiple webhooks into one request. Benefits of batching include faster processing which is necessary for high volume campaigns, e.g. email integration.

March 2020 Week 3

In Exponea we often work with external customer identifications, like email or cookies. You can read detailed documentation on use case implementation when creating and manipulating customers´ external IDs.

February 2020 Week 2

When logging in, Single Sign-On removes the need to type in passwords as your identity will be provided and checked to provide access only to authorized users.

February 2020 Week 1

The only way you can effectively improve your email marketing is to understand how your customers interact with your emails. Email Click Heatmap provides a fast and visual way to understand where your customers click in your emails.

January 2020 Week 4

Segment is a Customer Data Infrastructure service provider that enables you to collect customer data across different sources. You can read detailed documentation on how to integrate it with Exponea on the Segment's webpage.

January 2020 Week 3

Adform will allow you to retarget your customers through scenarios with 100% accuracy. It achieves this by directly using cookies.

Do not panic if your customer fails to be targeted by your email campaign. The new event "invalid_contact" now displays its specific causes.

January 2020 Week 2

To make the most out of your customers’ data, you will now be able to export and use it in other systems, e.g. campaign management platforms. As opposed to exporting all raw data to BigQuery, this feature also allows you to export enriched data in the form of aggregates, expressions, and many others.

You will now be able to send messages to your WhatsApp users and receive their answers directly in Exponea. In addition, if your customer responds you can also approach them with a free SMS for 24 hours since the response.

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