In the BlueConic navigation bar, choose Settings > General to define general settings for your BlueConic installation. In the General Settings page you'll find details and usage metrics for your subscription, as well as features related to managing your BlueConic tenant.
This section shows the numbers in your BlueConic subscription for the different types of activity in the platform.
BlueConic usage metrics
- Data operations refers to the monthly volume of read/write operations generated within your instance of BlueConic by (for example) dialogues, connections, listeners, collectors, API calls, profile merges, recommendations, and AI Workbench notebooks as measured by BlueConic.
- Data storage means the total amount of data related to the main objects of the BlueConic Service (e.g. profiles, groups, and events) stored by your instance of BlueConic in any given month during the Term as measured by BlueConic on the last day of the month.
- Channels in BlueConic are the communication domains BlueConic customers use to communicate online with their audiences, including websites, mobile applications, social media accounts, etc. Your current average number of channels in use over the past 90 days at any particular time is reported here.
- Users refers to the number of users authorized to access the BlueConic cloud service with their assigned username and password.
- Active profiles are defined as the average number of active profiles identified within BlueConic, within which one or more of the Channels supported by the Service is active. An active profile is defined as a profile having at least two requests from one client to the server running BlueConic in the last 90 days.
- Identifiable profiles means the number of profiles, dormant or engaged, that contain one or more unique personal identifiers (for example, an email address, customer ID, login credentials, and/or account number).
- Engaged profiles refers to your traffic limit measured as the number of visitors, identifiable or anonymous, that have actively engaged with one or more of your channels. Active engagement is defined as having at least two requests from a unique client (such as a web browser or mobile app) to BlueConic in the previous thirty (30) days.
- Profiles under management means the 365-day rolling average of the number of profiles (both dormant or engaged profiles, and anonymous or identifiable) stored in your instance of BlueConic during the Term, as measured by BlueConic. For example, to calculate the 365-day rolling average, the total number of profiles stored on a daily basis by BlueConic from the past 365 days are added up and the result is divided by 365.
- Firehose traffic metrics show the monthly volume of network traffic attributable to your instance of BlueConic that were generated by Firehose connections.
- Recommendation stores shows the total number of stores that contain products or content items to be recommended by BlueConic. Each store is created by either a Product Collector or Content Collector connection.
- Number of shown recommendations represents the number of API calls done to BlueConic to retrieve one or more links to recommended content items or products as measured by BlueConic in the previous thirty (30) days.
The Subscription column shows metrics for components that might have an impact on your license; the number is the maximum amount you can use each month for that component. Components that not likely to be related to your license fee show an asterisk. See your latest BlueConic contract to see which of the Components in the table impact your license fee.
Usage metrics for data operations
For metrics showing your data operations, data traffic, and data storage, clicking on the monthly metric opens a window with details showing how this number is composed.
Note that some usage metrics may affect your BlueConic subscription. Contact your Account Manager if you have questions about your usage metrics.
In the Email Settings section, you can enter an email address for BlueConic to use as the "From" email for alerts and verification emails from BlueConic. For example, BlueConic will use this email address as the Default mail sender for sending:
- Verification codes for "Two-Step Authentication" for BlueConic accounts
- Status updates and emails for establishing first-party BlueConic hostnames
- Notifications for successful or failed runs of AI Workbench python notebooks and BlueConic connections
- Emails containing BlueConic insight dashboards for reporting your results
- Notifications from the Channel wizard and onboarding instructions for adding the BlueConic script to your site
- Emails when a new BlueConic user is created
The BlueConic Authentication process sends a unique verification code to each user, which they must enter in order to be allowed to log in to BlueConic. In the Default email sender field, enter the email address that should appear in the "From" field of email messages sent to users with their verification codes. If you leave this field blank, the "From" email address that users see is "email@example.com". However, we strongly recommend that you enter the email address of the person at your site responsible for managing users in BlueConic. This lets your BlueConic users easily contact the person who can help them access BlueConic in case of a problem.
The email address you enter here must be known to the Amazon Simple Email Service (Amazon SES). After you click [Save], the email address is sent to Amazon SES. If the address is unknown to Amazon SES, the email address will receive an email from Amazon SES asking for confirmation of the registration. To confirm, you will need access to the email address. You will only need to perform this procedure once.
Access based on IP address or IP range
You can restrict access to the BlueConic management UI and API to only users in a certain range of IP addresses, such as your company's network. If you select the option to allow only certain IP addresses, be sure to include your own IP address on the allowed list. When you save these settings, active BlueConic user sessions will be blocked to users outside the IP ranges you specify.
Note that if you have set up one or more BlueConic API Access connections, these connections and the specific API access they govern will also be affected by this limitation.
This is where you define what kind of access to your environment you want BlueConic Customer Success Managers to have.
In the Profile cleanup section, you can create rules that determine when a visitor profile is removed from the BlueConic database. The rules are based on a specific period of inactivity and you can enhance them by adding criteria based on one or more empty profile properties. Any visitor profile that matches a clean up rule is removed. The clean up of visitor profiles does not happen at a specific time — it is a continuous process.
All clean up rules are based on a period of inactivity. The start time of the period of inactivity is the last visited date/time. The minimum period of inactivity that a clean up rule can have is 90 days. If you create more than one clean up rule, they have an "OR" relationship with each other which means that multiple rules can be in force at the same time.
To create a clean up rule, follow these steps:
- Select [Add Rule].
- Enter a number, 90 or higher, in the input field. This is the number of days that the visitor profile must be inactive in order to satisfy the rule and trigger a clean up. To the right of the clean up rule, the number of visitor profiles that will be affected is shown along with the percentage of the total number of visitor profiles this represents. For example:
If the number of visitor profiles affected by the clean up rule is more than 1% of the total number of profiles, the number of profiles affected and its percentage of the total appear in red as a warning to you that the rule will affect a significant number of visitor profiles. For example:
- Select [Save]. The clean up rule is saved. The number of profiles affected will no longer be shown.
Adding constraints to a clean up rule
You can enhance a rule that triggers a clean up based not just on a specified period of inactivity but with the further constraint that one or more profile properties must be empty. In this case, the clean up rule can be, for example, "Purge all profiles that haven't been active for 150 days and the profile property email is empty." This makes it possible to be much more specific regarding the circumstances under which a profile is deleted.
To add a constraint to a clean up rule, follow these steps:
- In the clean up rule, select the "There are no further constraints" link.
- Select whether to only purge profiles that are non-identifiable or those that have an empty value for profile properties you select.
- Select one or more profile properties that must be empty in order for the rule to be triggered. To search for a profile property, type a full or partial string in the text field or choose Advanced search. Note: Profile properties that are not selectable in the Segments tab appear in the list(s) of available profile properties in italic font. Typically these are profile properties that are not filterable such as email addresses, first and last names, and so forth. For example:
- Select [Save]. The clean up rule and its constraint(s) are saved.
- To modify a constraint, click the link to it in the rule.
Exporting profiles to be cleaned up
You can export a list of profiles that are to be cleaned up in comma separated value (CSV) format. This makes it possible to examine the profiles in external applications. The export file contains the profile properties and their values for all profiles that will be cleaned up. The Export function can only export a maximum of one million profiles.
To export the profiles that will be cleaned up as a result of the defined rule(s), follow these steps:
- Click the "export" link that appears in the statistics at the far right of the clean up rule.
Note: This can only be done prior to saving the clean up rule.
- Select where you want to save the file. By default the name of the export file is
"BlueConic_Export_cleanup_[date (yyyymmdd)]_[time (hhmm)]".
Deleting a clean up rule
To delete a clean up rule, hover the mouse over it and click the Delete icon that appears to the right of the rule.
Installation and legal information
Here you find information about the installation your BlueConic is using.
- Click the view status link to see the status of all BlueConic systems.
- Click Third party software licenses to download the licenses of third-party software that BlueConic uses.
- Click the link to read the privacy statement.
See Priority settings for all details.
See Language Settings for all details.
See Creating and managing groups for information on creating and using groups in BlueConic, for example to group profiles by accounts, companies, or households.
To create a new BlueConic group type, click Add group type and enter a name (both singular and plural forms), an ID, a property to hold the ID. Select an icon to represent this group in the BlueConic user interface.