FAQ - Frequently Asked Questions

About Pipz

Pipz is a customer engagement platform that allows you to create in-app messages and automation fluxes with a wide range of options that can be activated according to the users behavior inside of your website, your blog, emails you've sent and much more! You will be able to track behaviour and communication with any person in your app in a real-time tool that was designed to make your life easier!

Check your email, there's a new message from Bruce and Eddie greeting you with the next steps to follow.

Not actually! Pipz have a lot of functionalities, but there is an integration between our platform and yours. You have to install a small code called Connector, to establish communication. Then you have small functions to identify your contacts, send events or establish a connection to send a message. Check our documentation for detailed information on how you should do this.

Yes! You can connect with several of your beloved platforms and insert them in a platform! Didn't find a platform you like? Tell us!

Yes you can! But that's only one of many features that Pipz have! Just be sure to not send any SPAM! We have a very strong policy against SPAM and if you do this, your account will be blocked!

Any customer who uses Pipz infrastructure for spamming will be immediately blocked, and the related account(s) will be disabled with no refund of previously purchased credits. To ensure that you won't get in any trouble, we recommend you to read carefully our Antispam Policy and Terms of use. If you still have doubts about what you can and can't not do, don't hesitate in contacting us!

Account

Look for the Lateral Menu on the left side of your screen and go to the Account option through the orange circle above your avatar image, then access the System Settings option. Once you have registered the new user, you'll receive an email with the instructions to create a password and access Pipz.

Good question! You can create users that will be able to share your account and data easily and freely. Look for the Lateral Menu on the left side of your screen and go to the Account option through the orange circle above your avatar image, then access the System Settings option. Once you have registered the new user, you'll receive an email with the instructions to create a password and access Pipz.

As many as you wish!

On the menu go to the Account option through the orange circle above your avatar image, then choose the My Profile > Preferences to set or change the time zone.

On the menu go to the Account option through the orange circle above your avatar image, then choose My Profile > Change Password option to set a new and stronger password, for your own safety.

On the menu go to the Account option through the orange circle above your avatar image, then choose My Profile > Change Email to set a brand new email address.

Your Pipz account can last forever, but if you not access it in 30 days, it will be terminated. If you really want to leave us right now, just contact us and we will make sure all your data is erased.

Use the USER API KEY and SECRET to retrieve any data you want. There isn't a mechanism in the system interface to download all the content. However, remember that any download should be done before cancellation. After this you won't be able to access that data anymore. It will be permanently removed from our servers.

This is your user and password to access the system through API. If you wish to check your contacts and lists, they will not be linked to your Connector (and there for they can't be accessed by the Connector API Key and Secret) but to your user. You should be very careful with this information. Anyone with access to this can access your information!

Contacts and People

Depend on your plan. The free plan allows you 100 contacts. But remember that your plan counts the number of people on your system and this include both identified and unidentified contacts!

That's a good thing to know! On the menu go to the Contacts option and choose the Profile option to change Personal Data or the List option to manage where this contact belongs to.

Look on the lateral menu at the left side of your screen and go to the Contacts option. To add more contacts simply click the + button!

You can send events from both identified and anonymous users. When you send an information from an identified user, he is added as a contact. If you send information from an anonymous user, it will be be added not as a contact but as an unidentified contact. Both groups of identified and unidentified contacts that are added to the system are called people. Our plans count the number of people your system is storing.

You can send both message and emails to as many recipients that you want in every request made. But remember that spam is not allowed in any way!

Yes, if you send us an event without identifing your contact, it will be stored as an anonymous contact, but you will still be able to see his behavior.

Yes! You can store many events and information from your contacts! You define the event, sent to us and we will treat them! The events can come from both identified and unidentified people. You can use an specific event to start an automation flow as well.

Yes! You can store many events and information from your contacts! You define the event, sent to us and we will treat them! The events can come from both identified and unidentified people. You can use an specific event to start an automation flow as well.

Go to Lateral Menu > Companies. You can edit and insert more information about a company.

Yes, go to Lateral Menu > Companies. Select the company you want to and go to the contacts it have. There is a + sign to add either a new contact or select a contact that already exists in the system.

You will have all information that you gave in the identify method as well as some general information we already get, such as: language, device, operational system, city, continent, timezone, etc. However, you should know that some address can be linked to a server, and may not represent exactly where the contact actually is.

In-App messages

There are several In-App Messages! You can send only a simple notification, you can request a user input, a survey with 5 grades or even a redirect button. And there is more to come!

Yes! You can choose type of messages, color of buttons, position in the screen, size of message! You can also configure options to when the message will be displayed! Don't worry! You want it? We have it!

You can send In-App messages to all your contacts, or define specific criteria to select users that you wish to send the message.

We are always ready to go which means all messages at Pipz are sent upon request without delay.

Emails

You can with templates. You can prepare all your emails configuration including the body. The body email can be either a simple text or you can use html to create complex emails.

Send through the API an "attachment" key with the "name", "type" and "content" fields, where the content is the base64 representation of the file you want to send.

No. Every sent message is a unique event under the Pipz platform, so you should send it again as a new fresh email, for it to be tracked independently.

Sure! You can use the behavior module to create event-based auto-replies.

Not at all! All you have to do is add your own domains through the Settings option on the menu and if it's apt to go, you can use any [email protected] you want.

You can create either a supression rule or a supression list. Anyone who is on the list or fullfill all requirements of the rule will not receive any email. To access these options go to Settings > Supreession List or Settings > Supression Rules.

Lists

To add a new contact list go to Settings > Lists and create a new list on the + sign or select an existing list. Then, go to the Import Contacts tab and upload a CSV file or copy and paste your contacts on the right window. Both name and email are required to upload contacts. This is one of the many requirements to avoid spammers in Pipz!

As many as you'd like!

Pipz have a very strong policy against spam. We wish you upload contacts that did not come from a spam list. This is one of the many antispam policy that you should be aware! We treat spam very seriously, and we do not tolerate it at all!

Segments

A segment is a series of rule which you can separte your contacts. If you wish to send an email or a message only to contacts that are located on New York and are female, for instance.

Activities

Activities are all events and interation between you and your client. You will be able to see when a contact made a login, started an automation, opened (and rejected) and email, etc. You will be able to see them by each contact in the order they happened as well as linked events showned in a chain of events.

When a anonymous contact enters your app, a cookie is created and everything it does is stored. The moment you contact identifies itself, all actions he performed befode the identification are linked to it, and you remain keeping information after the identification as well.

This means that every action that is derived from an initial action are linked together. For example, let's say that you send 2 emails to your user: a welcome email and a first-steps email. Both emails have a link to a tutorial that the user can access on your website. With the chain of events, you can check from which email he went to the tutorial and what actions he did inside the tutorial he entered. This way, you can track which email was eficient and the actual results it gave inside your website after the user clicked.

Automations

An automation will allow the system to respond to a specific contact according to its reaction. For example, if a contact didn't opened an email ins 3 days, you can send another email or create a new contact in another integration platform so your commercial area can contact it! The possibilities are endless.

Is a predefined event that, when happen, will start (trigger) the automation.

To start an automation you should have one connector (or any) that can send an event that will start (trigger) an automation.

Some integrations such as Lander, Instapage and Pipedrive can also send us events and, therefore, start automations as well.

Yes, select your Automation and go to the History tab. There you will find all contacts that already started this automation.