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Save, Save As, and Delete

Most domain objects in BlueConic (for example Dashboards, Dialogues, Listeners, etc.) behave in the same way when it comes to modifications.

 

Modifying an object

How do I modify a listener, dialogue, connection, dashboard, segment, or insight in BlueConic?

If you make changes to your object, you'll see the Save button change from grey to blue. To save the modifications you made to an object, you need to click the blue Save button.

If you have made changes and try to navigate away without saving, a warning pop-up appears:

How to save changes in the BlueConic customer data platform (CDP)

Click Save if you want to save your changes to the object. Click Don't Save if you want to abandon the changes and leave the object as it was before you started editing. Click Cancel to stop navigating away and to keep on editing the object without saving it just yet.

 


Copying an object

How to copy a dialogue, connection, listener, dashboard, segment, or insight in BlueConic

If you click on the dropdown menu of the Save button, you get the option "Save As..." Choosing this option saves a copy of the current object under a new name.

 


Deleting an object

How to delete or remove a dialogue, connection, listener, dashboard, segment, or insight in BlueConic

If you click on the dropdown menu of the Save button, you get the "Delete" option. Choosing this option deletes the current object.

 

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