Zephr User Guide
This guide walks you through Zephr's comprehensive functionalities.
Getting Started
Use the following tutorials to get to learn how to use Zephr quickly:
- Quickstart tutorial: An end-to-end example takes you from setting up your site through setting up user journeys for each user type to publishing a feature on your site.
- Customer Journey Examples: Step-by-step tutorials covering common use cases.
- Go-Live Guide: Required tasks to enable your Zephr console to go live.
You may also find the following topics helpful:
Zephr Modules and Settings
Refer to the following list if you are looking for documents on specific functionality or settings:
- Use the following Zephr Modules to manage major functionalities:
- Products: Where you transform the content of your site using our Rules Builder, and create registration and payment forms to help monetise your content.
- Delivery: For our CDN users, this is where you configure your sites and site groups to determine which sites run through the Zephr CDN.
- Identity: Where you find everything about your registered users and set the user attributes you’ll store against them.
- B2B: Where you can whitelist specific IP addresses to enable access across your business, set up Companies & Accounts for your clients purchasing bulk subscriptions, and create Trusted Referrers.
- Along with the Zephr Modules, you can configure your Zephr console from the following setting sections:
- Settings: Your area to configure your Zephr setup, including sections for Bucket Tests, Email Templates, Payment Providers, Content APIs, Webhooks, Plugins, JWT tokens, Web Analytics and more.
- Admin User Settings: This shows you who you’re logged in as and lets you create new Admin Users, Roles, and API key pairs.
- Quickstart Tutorial
- Provides an end-to-end example that takes you from setting up your site through setting up user journeys for each user type to publishing a feature on your site.
- Customer Journey Examples
- Provides a list of customer journey examples walking through typical use cases in detail.
- Products
- Describes how to use the Zephr Products module to create and manage features, products and dynamic offers.
- Delivery
- Describes how to use the Delivery module to set up and configure your sites, pages, components, etc.
- Identity
- Describes how to use the Identity module to manage end users.
- B2B
- Describes how to use the B2B module to manage your business-to-business (B2B) clients and company accounts.
- Settings
- Describes how to use the Settings to configure webhooks, payment providers, a variety of extensions, etc.
- Admin User Settings
- Describes how to use the Admin User Settings to control admin-related tasks.
- Optimize - Zephr Trend
- Describes how to use the Zephr Trend dashboard tool to analyze the behaviour of your end users across your sites.
- Journey
- Describes how to use the State Map feature to build richer customer journeys and target specific customers.
- Go-Live Guide
- Describes the go-live procedures and important things to consider.