Workflow Summary

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This documentation will cover the following:

Onboarding

Castled Setup

Important Terms

Account Creation

Manage Team

Overview

User Schema

Event Schema

Custom Schema

Creating a Segment

Visual Builder

SQL Builder

Filter Options

Create Workflow

Manage Workflow

Personalisation

Campaign Report

Workflow Report

Facebook Audience

Facebook Conversion Api

Google Ads

Setup

Redshift is a fully managed data warehouse in the cloud which is part of the cloud-computing platform Amazon Web Service (AWS)

Amazon RedShift

Google Biquery is a public cloud data warehouse from Google.

Google BigQuery

Castled enables you to leverage the customer 360 in your postgres data warehouse to engage your customers across different channels.

Postgres

Castled enables you to leverage the customer 360 in your hydra data warehouse to engage your customers across different channels.

Hydra

Snowflake is one of the most popular public cloud data warehouse which works on all major cloud providers including Amazon Web Services , Google Cloud Platform and Microsoft Azure Cloud

Snowflake

Create Address

Manage Address

Privacy Policy

SDK Overview

Android Quick Start Guide

iOS Quick Start Guide

Castled can connect to your data warehouse/destination apps by creating a tunnel via one of your ssh/jump hosts.

Connecting via SSH Tunnel

iOS Authentication Key Setup

Getting Started

Account Management

Object/Schema

Engagement

Analytics/Reports

Apps

Settings/Configs

Security

Developer Resources

Appendix

Workflow Summary