Getting started

Welcome to Learn.lexer!

Here you'll find all the documentation you need to get started with Lexer's customer data and experience platform, including an overview of our platform and a comprehensive glossary of relevant terms and definitions.

In this section you'll find the following articles:

Welcome to Lexer!
Our glossary
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Lexer - The Customer Data Platform for Retailers
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Welcome to Lexer!
Fundamentals
Getting started
Our glossary
Fundamentals
Getting started
Integrations
Fundamentals
Setup
My account
Fundamentals
Setup
Manage team
Fundamentals
Setup
Group permissions
Fundamentals
Setup
Classifications
Fundamentals
Setup
Out of the box segments
Fundamentals
Setup
Lexi your AI companion
Fundamentals
Lexi
Browser guide
Fundamentals
Security
Corporate networks
Fundamentals
Security
Emergency contact
Fundamentals
Security
Multi-factor authentication
Fundamentals
Security
Single sign-on
Fundamentals
Security
Trust and compliance
Fundamentals
Security
Lexer's Identity Resolution
Fundamentals
Identity Resolution
Lexer's ultimate troubleshooting guide
Fundamentals
Troubleshooting
Troubleshooting tech issues
Fundamentals
Troubleshooting
Troubleshooting integrations
Fundamentals
Troubleshooting
Troubleshooting Activate
Fundamentals
Troubleshooting
Troubleshooting Respond
Fundamentals
Troubleshooting
Help! My data is missing from the Hub
Fundamentals
Troubleshooting
Getting started onboarding data
Data
Data Onboarding
Understanding APIs at Lexer
Data
Data Onboarding
Providing JSON data to Lexer
Data
Data Onboarding
Providing CSV data to Lexer
Data
Data Onboarding
Upload using SFTP
Data
Data Onboarding
Upload using S3
Data
Data Onboarding
Lexer data specification
Data
Lexer Data Specification
Customer data specification
Data
Lexer Data Specification
Commerce data specification
Data
Lexer Data Specification
Marketing data specification
Data
Lexer Data Specification
Compliance data specification
Data
Lexer Data Specification
Data formatting and validation
Data
Getting Started with APIs
Authentication and API token creation
Data
Getting Started with APIs
Rate limits
Data
Getting Started with APIs
Response codes and common errors
Data
Getting Started with APIs
Product imagery
Data
Getting Started with APIs
Currency conversion
Data
Getting Started with APIs
Lexer’s APIs overview
Data
Lexer’s APIs
Bulk write API
Data
Lexer’s APIs
Dataset management in the Hub
Data
Datasets
Getting started with Logs
Data
Logs
Chatbot user API
Data
Lexer’s APIs
Activity API
Data
Lexer’s APIs
Visualize API
Hidden from nav
Profile read API
Data
Lexer’s APIs
Getting started with Lexer's Form Builder
Data
Forms
Create, build and design forms
Data
Forms
Using conditional logic and validation for forms
Data
Forms
Accessing Form Builder settings
Data
Forms
Using form insights in the Hub
Data
Forms
Analyzing forms with the Summary tab
Data
Forms
Pre-fill form details with hidden fields
Data
Forms
Lexer Javascript Tag basics
Data
Lexer Javascript Tag
Lexer Javascript Tag technical guide
Data
Lexer Javascript Tag
Lexer Javascript Tag use cases
Data
Lexer Javascript Tag
dataLayer configuration: Shopify
Data
Lexer Javascript Tag
Customer segment CSV export
Data
Data off-boarding
Export to CSV
Measure
Listen
Data in Lexer's CDXP
Data
Customer Data
Lexer's attributes
Data
Customer Data
Attribute value types
Data
Customer Data
Data source - CRM
Data
Customer Data
Data source - Transactions
Data
Customer Data
Data source - Email
Data
Customer Data
Partner data - Experian
Data
Customer Data
Partner data - Mastercard
Data
Customer Data
Partner data - Roy Morgan
Data
Customer Data
Service integrations - Instagram data
Data
Customer Data
GDPR and CCPA requests
Data
Customer Data
New compliance requirements for cross-border transfers of EU and UK data subjects
Data
Customer Data
Upload data files
Data
Customer Data
File upload API
Data
Lexer’s APIs
Segment overview
Understand
Segment
Creating segments
Understand
Segment
Smart Search
Understand
Segment
Export attribute results
Understand
Segment
Contact a customer
Understand
Segment
Fixing a disabled segment
Understand
Segment
Profile tab
Understand
Segment
Compare segments
Understand
Compare
Compare attributes
Understand
Compare
Activate overview
Engage
Activate
Ongoing activations
Engage
Activate
Audience splits
Engage
Activate
A/B splits
Engage
Activate
Control group splits
Engage
Activate
Guide to using Respond
Engage
Respond
Inbox filtering
Engage
Respond
Ignored Senders
Engage
Respond
Forms for service
Engage
Respond
Workflow states
Engage
Respond
Bulk changes
Engage
Respond
Scheduled replies
Engage
Respond
Message templates
Engage
Respond
Finding conversations
Engage
Respond
Customer profiles
Engage
Respond
Grouped messages
Engage
Respond
Automation rules
Engage
Respond
Where do your best customers live? Use geographic insights to maximize media spend and conversion
Grow
Where do your best customers live? Use geographic insights to maximize media spend and conversion
Suppression audiences: How to use them and maximize your media effectiveness
Enrich
Suppression audiences: How to use them and maximize your media effectiveness
Measure campaign effectiveness: Track your KPIs and report on campaign performance
Enrich
Measure campaign effectiveness: Track your KPIs and report on campaign performance
Converting prospects: Acquire customers from your current, engaged prospect base (and save your ad spend!)
Acquire
Converting prospects: Acquire customers from your current, engaged prospect base (and save your ad spend!)
Understanding customer intent: Effective message personalization for buyers who shop outside their gender
Grow
Understanding customer intent: Effective message personalization for buyers who shop outside their gender
Deepen customer understanding: Use third-party data to identify insights for personalized messaging and increased engagement
Grow
Deepen customer understanding: Use third-party data to identify insights for personalized messaging and increased engagement
Basket analysis: Increasing customer lifetime value through targeted product bundling
Grow
Basket analysis: Increasing customer lifetime value through targeted product bundling
Persona building: Personalize your messaging for maximum return on your campaign investments
Grow
Persona building: Personalize your messaging for maximum return on your campaign investments
Driving customer loyalty: Identify, keep, and grow your most loyal customers
Retain
Driving customer loyalty: Identify, keep, and grow your most loyal customers
Increasing customer lifetime value: Upselling strategies
Grow
Increasing customer lifetime value: Upselling strategies
Reactivating lapsed customers for retention and growth
Retain
Reactivating lapsed customers for retention and growth
Welcome offer strategies: Using the Hub for analysis
Acquire
Welcome offer strategies: Using the Hub for analysis
Creating customer forms: Best practices
Enrich
Creating customer forms: Best practices
Connecting your MarTech stack with Lexer!
Enrich
Connecting your MarTech stack with Lexer!
Identifying win-back customers using the Second Last Order: Date attribute
Retain
Identifying win-back customers using the Second Last Order: Date attribute
Understanding your customers' purchasing habits with the Order Sequence filter
Grow
Understanding your customers' purchasing habits with the Order Sequence filter
Maximizing customer communications in Respond
Retain
Maximizing customer communications in Respond
Using Product Recommendation in the Hub to encourage repeat purchases
Grow
Using Product Recommendation in the Hub to encourage repeat purchases
Encouraging customer loyalty using birthday campaigns
Retain
Encouraging customer loyalty using birthday campaigns
Increasing customer lifetime value: Converting your one-time buyers into two-time buyers
Grow
Increasing customer lifetime value: Converting your one-time buyers into two-time buyers
Collecting zero-party data using Lexer Forms
Enrich
Collecting zero-party data using Lexer Forms
Measuring your data over time with Track
Enrich
Measuring your data over time with Track
UTM Creation Guidelines
UTM Creation Guidelines
UTM Creation Guidelines
Brand Assets
Brand Assets
Brand Assets
GTM guide to creating marketing materials with Lexer
GTM guide to creating marketing materials with Lexer
GTM guide to creating marketing materials with Lexer
How to use the Lexer Form Builder
How to use the Lexer Form Builder
How to use the Lexer Form Builder
Explore our standard integrations
Explore our standard integrations
Explore our standard integrations
Operating a CDP Practice LP
Operating a CDP Practice LP
Operating a CDP Practice LP
LP Sales Enablement
LP Sales Enablement
LP Sales Enablement
Video Training Courses LP
Video Training Courses LP
Video Training Courses LP
Purpose and Mission
Purpose and Mission
Purpose and Mission
Brand & Marketing LP
Brand & Marketing LP
Brand & Marketing LP
Stage 3 - QBRs and Customer insights
Stage 3 - QBRs and Customer insights
Stage 3 - QBRs and Customer insights
Client Onboarding Journey
Client Onboarding Journey
Client Onboarding Journey
Start your CDP Practice
Start your CDP Practice
Start your CDP Practice
Lexer Messaging
Lexer Messaging
Lexer Messaging
Pain point conversations
Pain point conversations
Pain point conversations
Lexer Ideal Customer Profile & Positioning
Lexer Ideal Customer Profile & Positioning
Lexer Ideal Customer Profile & Positioning
Referral Partner Program Overview
Referral Partner Program Overview
Referral Partner Program Overview
Demo Hub Guide
Demo Hub Guide
Demo Hub Guide