How to Use this Knowledge Base

You're new to Simon Data or looking for the basics

Welcome! We're so glad to have you. If you're looking to work through the platform end-to-end (for example, if you're reading all these docs at once to train yourself on the platform), follow this order:

  1. Datasets
  2. Segments
  3. Flows
  4. Journeys
  5. Reporting

You're looking to channel greatness

For guidance on lifecycle marketing and getting the most out of your Simon Data experience, take a look at Best Practices.


You're an experienced user

If you're looking specifically for more advanced functions, try some of these documents related to specific use cases:

Use Case

Article

I need more information on Jinja and the Custom Context Engine.

Jinja intro

I'd like notifications about what's happening in my account.

Configure Simon notifications & alert history

I need to see how my data is being used throughout Simon Data.

Data Explorer

I need to approve or reject a flow in review

Action Panel


You're an administrator


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Documentation feedback

Documentation is being updated on a regular basis. Please feel free to provide feedback or ask questions either via the feedback feature on the bottom of each article or by contacting your account manager.


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