Setup

You've got your new Lexer login, so let's get set up! This section of Learn introduces the core concepts of integrations and our out of the box segments, while detailing the account and team setup process.

In this section you'll find the following articles:

Integrations
My account
Manage team
Group permissions
Classifications
Out of the box segments
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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
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
How data is ingested into the CDP
Data
Self Serve Onboarding
Getting started onboarding data
Data
Self Serve Onboarding
Understanding APIs
Data
Self Serve Onboarding
Providing JSON data to Lexer
Data
Self Serve Onboarding
Providing CSV data to Lexer
Data
Self Serve Onboarding
Upload using SFTP
Data
Self Serve Onboarding
Upload using S3
Data
Self Serve Onboarding
Lexer data specification
Data
Data Specification
Customer data specification
Data
Data Specification
Commerce data specification
Data
Data Specification
Marketing data specification
Data
Data Specification
Compliance data specification
Data
Data Specification
Data formatting and validation
Data
Formatting
Authentication and API token creation
Data
APIs
Rate limits
Data
APIs
Response codes and common errors
Data
APIs
Product imagery
Data
Formatting
Currency conversion
Data
Formatting
APIs overview
Data
APIs
Dataset management
Data
Datasets
Getting started with Logs
Data
Logs
Chatbot API
Data
APIs
Activity API
Data
APIs
Visualize API
Hidden from nav
Read API
Data
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
Javascript Tag
Lexer Javascript Tag technical guide
Data
Javascript Tag
Lexer Javascript Tag use cases
Data
Javascript Tag
dataLayer configuration: Shopify
Data
Javascript Tag
Customer segment CSV export
Data
Off-boarding
Export to CSV
Measure
Listen
Data in Lexer's CDXP
Data
Customer Data
Data source - CRM
Data
Customer Data
Data source - Transactions
Data
Customer Data
Data source - Email
Data
Customer Data
Experian
Data
Partner data
GDPR and CCPA requests
Data
Compliance
New compliance requirements for cross-border transfers of EU and UK data subjects
Data
Compliance
Secure file upload
Data
Customer Data
File upload API
Data
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
Lexer's attributes
Understand
Attributes
Predictive attributes
Understand
Attributes
Attribute value types
Understand
Attributes
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
Redact messages
Engage
Respond
Routing customer replies
Engage
Respond
Interact with comments/tweets
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: Retention and growth
Retain
Reactivating lapsed customers: 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 customers' purchasing habits: Order Sequence filter
Grow
Understanding customers' purchasing habits: 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