FAQ CDP

This section gathers the most frequently asked questions about using the Customer Data Platform (CDP).
It can be helpful to clarify doubts and quickly consult the configuration paths for the main features.

Where can I change my password?

To change the password, log in here using your credentials.
Once logged in, click the icon at the top right and select: Profile > Security center > Change password.
Then enter your old password, the new one, and save the changes.

How many rules can a segment have?

A segment can contain a maximum of 10 rules.

Can I combine already created segments?

Yes, it is possible to combine previously created segments.
You can do this from Segments > Segment list > Create Combined.
Select the segments to combine from the dropdown menu and set the desired operator (AND/OR/EXCEPT).
You can combine up to a maximum of 4 segments.

What happens if I edit a segment used in a scheduled plan or a draft?

Editing a segment has no impact on scheduled plans or drafts that already use it.
To apply the changes, go to the Segments > Plan list section, select the relevant plan, click Edit, and save it again.

Can I send a test email before saving my plan?

While creating the plan, after selecting the Mail Delivery action type and configuring and saving all the settings, you can click on the three-dots icon on the right and select Send test.
You can choose an existing test list or create a new one and send a test.
The email addresses included in the test list must be present in the CDP customer list.

Can I edit a recurring plan?

Yes, it can be edited from the Segments > Plan List > Recurrences section.
Simply select the desired plan, click on Edit, make the necessary changes, and save.

What happens if I modify a template that is already included in a plan ready to be sent?

The changes made to the template are not automatically applied to the plan.
To use the updated version, you need to edit the plan, reinsert the updated template, and save it again.

Can I receive an alert if a plan fails?

Yes, if you have the necessary permissions, you can access Settings > Segments > Alert configuration.
From there, you can select the email address of the user who should receive the notification.
Only platform users who have access to the workspace can be selected.

Can I edit a running automation?

To edit a running automation, it must first be paused before making the desired changes.
Only the content of individual journey steps can be edited.
To change the structure of the automation, you need to clone it or create a new one.
It is not possible to delete a running automation, only to archive it.