Settings
Introduction
Jellyreach allows you to change your accounts settings in sections Profile, Company, Data, and Developers. You can access settings under your profile on the top right.
Edit Profile
This is a general profile section where you can update your first name, last name, and email.
Change Password
Besides your name and email, in the section Profile, you can change your password.
Edit Company
In section Company, click on Edit Company to edit company name, address, zip code, and city.
Edit Workspace
In the section Company, click on Edit Workspace to edit time zone, date, time, decimals, and currency for the active workspace. These changes will not apply to the other workspaces in the account.
Note that you can use this to set different fields (for example time zones) for different workspaces under one account.
Users
Apart from the company details and the active workspace, in the section Company, you can click on Users to add new users and to disable, update or delete current users.
At this point, all enabled users will have account-level access. We plan to add permissions to users in the upcoming period.
Attributes
Attributes refer to contacts static data or characteristics like First Name, Last Name, Email, Country, etc. Along with events, you can use attributes to make segments and to personalize your campaigns.
Access attributes in section Data by clicking on Attributes. From here, you can view, create, update, and delete attributes.
Before creating a new attribute, you should check if such an attribute already exists in Jellyreach. These are the attributes provided by Jellyreach.
| # | Key | Value | Type | Status |
|---|---|---|---|---|
| 1 | contact_id | Contact ID | String | Required |
| 2 | first_name | First Name | String | Not Required |
| 3 | last_name | Last Name | String | Not Required |
| 4 | String | Note Required | ||
| 5 | phone | Phone | String | Not Required |
| 6 | gender | Gender | String | Not Required |
| 7 | birthday | Birthday | Date | Not Required |
| 8 | address_1 | Address 1 | String | Not Required |
| 9 | address_2 | Address 2 | String | Not Required |
| 10 | city | City | String | Not Required |
| 11 | province | Province | String | Not Required |
| 12 | country | Country | String | Not Required |
| 13 | zip | ZIP | String | Not Required |
| 14 | orders_count | Orders Count | Integer | Not Required |
| 15 | total_spent | Total Spent | Decimal | Not Required |
| 16 | average_order_value | Average Order Value | Decimal | Not Required |
| 17 | currency | Currency | Decimal | Not Required |
| 18 | created_at | Created At | Datetime | Not Required |
When creating a new attribute, you need to enter basic information, to the following fields:
- Attribute Key (
new_contact,vip_customer) - Attribute Label (
New Contact,VIP Customer) - Input Type (
String,Integer,Decimal,Datetime,Date,Time,Boolean) - Placeholder (Suggestion for the users)
- Required (Select if the field is required)
{info} Adding and updating contact attributes is possible with API. For example, you can create a custom attribute like
purchase_probability, update contacts via API and then use it later in segmentation. This is a huge level of flexibility.
In case you're not sure what data type to select for an attribute, this table with data types and a short explanation can help you.
| Data type | Explanation |
|---|---|
| String | This is a sequence of characters (Hello world!). |
| Integer | This is a non-decimal number (100). |
| Decimal | This is a decimal number (100.00). |
| Datetime | This is a calendar date and time (2022-01-01 10:20:30). |
| Date | This is a calendar date (2022-01-01). |
| Time | This is a time (10:20:30). |
| Boolean | This is a type of the two possible values - True or False |
Events
Events refer to contacts actions. Along with attributes, you can use events to personalize messages and make segments. To start creating events you need to click on Events in the section Data.
Click on New Event and enter Event Key and Event Value. Event key is the name of the event that Jellyreach software recognizes while Event value is the name of the event that you see when using the software.
Every event can have its own attributes. Event attributes can narrow the audience segmented by events. Click on the arrow down icon on the referring event, and you can see the options to access attributes or to update the event.
API
Jellyreach allows you to sync your data with API. To generate API, in the section Developers, click on API and then click on Generate API. You'll see the list of generated API keys that you can disable or delete. Also, there is a link to API Documentation.
