Blueshift offers a variety of tools to manage your Account.
Depending on your access level, you can view API Keys here. We also provide the ability to manually regenerate your User API key and the S3 Folder Access key. If you generate a new key, ensure that all your scripts use the new key. The User API key expires as soon as you generate a new key, and the S3 Folder Access key expires after 30 days of generating a new one.
In addition, if event verification is enabled for your account, you can see your event verification key and the option to select an algorithm that you can use to generate event signatures. For more information, see Event verification (signed events).
Enter appropriate information about your organization. At a minimum, we need to have Time Zone and Currency information. Otherwise, it will default to UTC and USD.
You can invite users & manage their permissions by navigating Settings-Account Profile-User Management. Admin users can also resend Blueshift account invitations to users who haven't accepted prior invitations yet. You can access the the User Management tab here.
Under the User Management tab, you can see two sections:
The Manage Users section provides options to invite and assign a role to a user to your account.
There are several roles available in Blueshift:
- Admin - full access including view user api key and provision users
- Manager - everything except view user key and provision users
- Author - can only access Creatives section
- Analyst - view only access
- Operations - similar to manager, except cannot access user data (no segment export, view user profile, access detailed user level campaign activity etc.).
Your account comes with a specified number of seats, that you can see under the User Management tab. If you've filled all available agent seats, you can either make a user inactive to free up an already used seat or you can reach out to firstname.lastname@example.org to purchase more seats.
The Manage Roles section provides options to create a custom role and assign it to a user you invite above. Click the + Custom Role button to launch a page that provides options to add a role and specify the role's permissions.
On the page that appears, you can choose that role's permissions and Save the role. Once you add a role, you can choose it in the Manage Users section when you invite a user to your Blueshift account.
With Blueshift, you can create campaigns that target the same user across multiple contexts & channels. Marketers might wish to limit the total number of messages per user on one channel or across all channels combined. You can set these user level messaging limits by navigating to Maximum Messages.
Note: Every message (except for transactional campaigns) counts towards the user.
Blueshift can now export certain campaign activities each time a user interacts with a marketing email or SMS. The activities are open, click, unsubscribe, bounce, and delivered. You can use this to update analytics or route the data to other partners (we support segment.com and mParticle right now).
Campaign activity exports are currently offered on Email, SMS, Push, and In-App.
You can use this tab to specify the font that you want to use in the visual template editor. You can use a font of your choice in the templates that you use to send messages to your customers. We provide a JSON that you can edit and specify the font of your choice.
In addition, there are other settings that we provide and you can use.
- Whitelabeling adds a CNAME record for a subdomain that you choose, which masks click and open-tracking links to your domain, rather than a Blueshift domain. This increases deliverability, builds trust, and strengthens your brand in your emails.
- In order to use that, you should setup a CNAME in your DNS provider for your sub-domain (example: links.yourdomain.com) with a CNAME to links.getblueshift.com.
- After creating the DNS entry, head over to Blueshift and enter the CNAME (example: links.yourdomain.com) in the CNAME field .
- Link white labeling is supported at the account level (for all adapters) and at an individual adapter level (which works for email only).
You can provide contents of the AASA file and applinks file if you plan on using Blueshift's deep links. For more information, see Blueshift's deep links for Android and Blueshift's deep links for iOS on our developer portal.
We've added the ability to define a global inclusion segment. This is an optional, top-level safeguard that helps ensure an account can only message users based on certain user attributes. You can use this to restrict messaging to users who have opted in, based on user location or based on other business practices.
A global inclusion segment has the following characteristics:
- There can only be one per account
- The segment logic is limited to user attributes
- A user must match the global inclusion segment in order to match any other segment
- A user must match the global inclusion segment in order to eligible to be messaged by a campaign
Setting up a global inclusion segment is available to account admins under account settings.
Here's an example of a global inclusion segment that restricts its account to only have access to users who have a
last_location_country attribute equal to "USA". Users that do not belong to this Global Inclusion Segment will not be messaged on any channel.
At the time of creating or editing the segment, we provide an option to view the number of users in a segment if the global inclusion segment is not applied.
By default, you see the number of users in the segment with the global inclusion segment applied. You can click Advanced and then enable the See counts without the global inclusion logic setting. However, this option only shows the number of users in the segment without the global inclusion logic. It does not include users that are left out due to the global inclusion logic when you enable this setting.
Blueshift provides end-to-end reporting on Campaigns, enabling you to track conversions (purchase and other custom goal events) attributable to a campaign.
For more information, see Campaign attribution.
You can also specify a percentage of customers who don't receive messages from a campaign to measure the impact of running a campaign against a baseline of doing nothing. For more information, see Control groups.