Overview

The Platform settings section centralizes all foundational configuration pages—ranging from application metadata and user identification to integrations, triggers, and data exports—allowing administrators to tailor Recurly Engage to their needs.

Key details

• Application: Configure core application settings, branding, and metadata. (Application)
• User ID Matching: Define how user identifiers are matched across systems. (User ID Matching)
• Usage tracking: Manage how user interactions are tracked and exported. (Usage tracking)
• User traits & Tags: Set up user trait ingestion and tagging for segmentation. (User traits & Tags)
• Triggers: Create and manage event- or page-based triggers for prompts. (Triggers)
• Data sources: Connect and configure external data sources. (Data sources)
• Custom Javascript snippet: Embed custom JavaScript to extend functionality. (Custom JS snippet)
• Integrations: Set up integrations with third-party services. (Integrations)
• Zones: Define zones for personalized prompt placement. (Zones)
• Custom devices: Configure device-specific settings and emulations. (Custom devices)
• Users: Manage access, test users, lookup, and global limits. (Users)
• Download Data: Export segments, prompts, and activity for analysis. (Download Data)