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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.


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This article will detail highlights of how to navigate the platform and will compare the previous experience with the new one.



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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 clicking  in the lower left corner of the application window.



The Channels & Campaigns section organizes the different touch points where you can interact and communicate with visitors and customers into Web, Email, Mobile, and Third Party. You can access campaigns and campaign-related resources by hovering over a specific channel in the left-hand navigation menu.

     

You can access user and account segments in the Audiences section of the left-navigation menu. User Segments shows you existing segments and gives the option create new ones. Details about the segment are listed below the segment list. All Users shows you a list of all visitors to your site, including active visitors indicated by, which you can sort by User ID or Last Activity.

You can switch to a different dataset by using the selector in the blue bar at the top of the application, just to the right of the Evergage logo. Many customers have only one dataset, but if you personalize multiple digital properties, you likely have to change datasets.

The date picker offers several standard date ranges: past day (beginning at midnight UTC), past week, past month, or past quarter. You can also select a custom range by dragging your mouse over the time period or using the arrows at the top to navigate to a start and end date. If you select a Custom Range, click APPLY to run the query and see the changes.

You can export campaign statistics to a CSV file right from the Campaigns list screen. Select the channel, select a campaign, and then click  to automatically download the file.

You can quickly access your product and/or content catalog, along with subsets of the catalog like brands, authors, item classes, or content classes, by mousing over Catalog on the left navigation.

See where you are and get up a level quickly by using the breadcrumb navigation at the top of the application window

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.

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Segments have been split into user and account segments at the top navigation level. If you do not have accounts, you will only see the option for User Segments. Selecting All Users will show you a list of all visitors to your site since the JavaScript Beacon was activate. A green circle indicates visitors active on your site right now.

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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. 

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