The Evergage platform has an updated look and feel designed to streamline usability. This design makes it easy for you to find what you need as new functionality is continuously added to Evergage. This article will detail highlights of how to navigate the platform and will compare the previous experience with the new one.
Design & Layout
The navigation menu is on the left. Submenus appear when you hover, or drop down when you click a main navigation item (like Reports). You can collapse the menu to gain additional screen area by clickingin the lower left corner of the application window.
Sections in this article
Channels & Campaigns
Where Are They Now?
Whether you have been using Evergage for years, or just a few days or weeks, adjusting to new interface changes can be challenging. But we think you will like the refreshed design of the Evergage platform. In this section of the article, you'll see where some of the functionality is located now in the updated version of the platform.
Some settings have new names or have been moved from the Settings section to other navigation sections, others are just in a different order in the list. Again, the goal was to make it more intuitive to use Evergage.
Manage Users and API Tokens have moved under Security
Third-party Integrations is now at the top level on the left navigation menu under Third-Party. You will start by seeing only the Integrations option from the menu, but as you integrate additional third-party products, you will see them listed on the Third-Party menu as well.
Item Setup is now called Catalog Setup. You'll find it in the Data Model section in Settings.
Email has its own section under Channels & Campaigns
Setup is now called Integration and it is still available in the Settings section of the platform
Native Apps has moved to the Mobile section of Channels & Campaigns
Item Setup has moved from Settings to the corresponding channel section section of Channels & Campaigns. Web templates are available under Web. Triggered email templates are available under Email > Triggered Email. Open time email templates are available under Email > Open Time Email
Campaigns have been separated by channel with channels for Web, Mobile, Email, and Third Party. Web campaigns include those that you have created for your website, whether or not they are intended for mobile audiences. Mobile campaigns include those that have been created for a native mobile app. Email includes both triggered and open time email campaigns. Third Party includes all campaigns created for use with third party products such as Marketo, Eloqua, or Act-On.
Several reports including Top Campaigns, Segment Compare, Geography, and Day and Time are no longer available from the Reports menu. Segment Compare is available from within segments. For more information on Reports, please see the Reporting Screen Overview article in this knowledge base.
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