Dashboard Settings - Revamp Summary

We have revamped our Dashboard Settings to facilitate an improved user experience. This article highlights the revamped changes.

New Features

The following features have been added as part of the revamped UI:

  1. Settings Landing Page - To navigate to the Landing Page, click on Settings in the MoEngage Dashboard. The Landing Page lists all the configurable roles accessible for your role. The following sections are available: 
    Category Description
    Account

    This section contains the following settings:

    1. General settings
    2. APIs
    3. Team management
    4. Audit Logs
    5. Security
    6. Billing

    Analytics and Data

    This section contains the following settings:

    1. User merging
    2. Acquisition tracking
    3. Uninstall tracking
    4. Data management

    Channels

    This section contains the following settings for the following channels:

    1. Push
    2. Email
    3. SMS
    4. WhatsApp
    5. Delivery controls
    6. Preference management

    Advanced settings

    This section contains the following settings:

    1. Control groups
    2. Tags
    3. Locales
    4. Custom domain
    5. UTM tracking
    6. Conversion and tracking

    Reports and Alerts

    This section contains the following settings:

    1. Alert management
    2. Dashboard subscriptions
    3. Proactive assistant

    Miscellaneous

    This section contains the following settings:

    1. Inform
  2. Search Capability in Settings - you can look up a setting by typing the desired keyword and clicking on the search icon, as illustrated in the following image. The search lists the navigations containing the relevant keyword, and clicking on the result takes you to the corresponding setting. The most recent searches are also displayed upon further searches to facilitate a better user experience.

RevampedSettings.gif

Summary of Changes

Section (old UI) Changes
App

The App section has been merged into the Account section and is not referred to as Account in the revamped UI.

The following sub-sections have been revamped and reorganized to improve user experience:

  1. General settings - Conversion and Attribution have been moved out of this section. They are now present under Advanced Settings.
  2. APIs - Regrouping of API keys into a separate section. 
  3. The Content APIs section has been moved out of the APIs section to Advanced Settings.
  4. Teams have been renamed as Team management. Members, Roles, and Teams have been integrated into the Team management suite. 
  5. Analytics and Data management have been clubbed together, forming a new section named Analytics and Data. For more information, refer to Analytics and Data.
  6. Alert management has been moved to Reports and Alerts.
  7. Audit Logs and Billing have been revamped for an improved user experience.
Login

Grouping and movement of Security settings (Login, 2-step verification, and Firewall) from Settings -> Login to Settings -> Account -> Security.

SMS & Connectors
  1. The SMS & Connectors channel is now called SMS.
  2. Connectors are now called Service Providers in the revamped UI.
  3. The SMS channel's configuration settings have been revamped for an improved user experience.
  4. Senders are listed on the Sender Configuration page, with the default sender being listed first. Sender logos have been added for ease of use.
  5. Decoupling the Subscription & Keywords tabs into separate tabs (Subscription management and Keyword management).
  6. The Data tab has been renamed as PII tokenization.
Advanced Settings

The following settings have been regrouped and are now available under Advanced Settings:

  1. Locales (moved from App-> General)
  2. Content APIs (moved from APIs)
  3. Campaign Tags (moved from App-> General)
  4. Conversion and Attribution (moved from App -> General)
  5. Custom Domain (moved from SMS and WhatsApp channels)
  6. UTM tracking
Reports and Alerts

This is a new menu option that contains the following settings (moved from Settings -> App):

  1. Alert management
  2. Dashboard subscriptions
  3. Proactive assistant
Miscellaneous Inform Settings have been moved from App to Miscellaneous.

The changes in each of these settings are explained in the following sections.

App

The App section has been merged with Account and is now referred to as Account in the revamped UI. 

APIs

The App ID is now available at the top, and the API keys are available in a separate section, as illustrated in the following image.

Revamped UI Old UI

APISection_NewUI.png

Team management

Revamped UI Old UI

Teams_NewUI.png

Audit Logs

Revamped UI Old UI

AuditLogs_newUI.png

Security Settings

Login, 2-Step Authentication, and Firewall have been clubbed together and organized under the Account Section.

Revamped UI Old UI

Security_SSO_RevampedUI (1).png

Analytics and Data

Analytics and Data management have been clubbed together and are now available as a separate section. The Analytics section has been decoupled further and has the following sections:

  1. User merging
  2. Acquisition tracking
  3. Uninstall tracking
Revamped UI Old UI

Analytics_RevampedUI.png

SMS & Connectors

The SMS & Connectors section has been revamped for improved user experience and performance.

Revamped UI Old UI

SMS_RevampedUI.png

The changes have been documented in the following articles:

  1. Configuring SMS Senders
  2. SMS General Settings
  3. Configuring Custom Connectors
  4. Configuring SMS Subscription and Keywords
  5. Configuring Custom Domain

Advanced Settings

The following settings have been regrouped and reorganized under a section named Advanced Settings:

  1. Content APIs
  2. Campaign Tags
  3. Locales
  4. UTM Parameters
  5. Conversion and Attribution
  6. Custom Domain
Revamped UI Old UI

AdvancedSettings_RevampedUI.png

Reports and Alerts

Alert management, Dashboard subscriptions, and Proactive assistant have been regrouped and organized in a new section called Reports and Alerts.

Revamped UI Old UI

Reports and Alerts_RevampedUI.png

Miscellaneous

Inform's User Attribute settings have been moved to a new section named Miscellaneous.

Revamped UI Old UI

Inform_RevampedUI.png

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