Product Overview

An overview of the EDP and recent releases.

  • EDP Release Notes
    Detailed information about the latest releases of the EDP.  EDP Version 10.0 Release Notes EDP Version 9.0 Release Notes EDP Version 8.0 Release Notes
  • Cheetah Engagement Data Platform (EDP) Solution Overview
    The Cheetah EDP is the foundation of our Customer Engagement Suite, which collects, unifies, and makes sense of data in the context of the moment.  Learn more about Cheetah EDP here.

Quick Start Guides

Quick Start Guides are available for a wide range of features and topics.

  • Reporting and Analytics
    Guides for general reporting and analytics as well as building custom dashboards. Reporting and Analytics: The reporting and analytics engine in EDP is designed to analyze all the data available in the platform, and to transform this data into useful and actionable insight. Custom Dashboards: When you want to dig into your data to create your own analysis, EDP  provides access to the Explore feature where you can create fully custom Dashboards comprising one or more charts and graphs, using ...
  • Segments
    Guides for segmenting audiences, smart triggers and visualizing populations. Audiences: How to segment your audience for targeting and other purposes.  Smart Triggers: How to define a Trigger to monitor changes to a customer, and to then execute a specific action if a specific condition is satisfied. People Explorer: How to visualize and understand your customer population along different dimensions.
  • Data
    Guides for a managing members, visitors and their attributes. Members: Search for and manage your customers – including both known Members and unknown visitors. People Attributes: View and manage the fields in the Engagement Data Platform (EDP) that relate to your customers.  
  • Integrations
    Guides for importing, exporting and integrating data with the EDP. Campaign-Ready Files: Import a file of recipients, and to then use that file as the data source for an Email Campaign. Import Data: Import data into any table in your EDP database. Export Data: Export data from any table in your EDP database. People Attributes: View and manage the fields in EDP that relate to your customers.  Data Links: Use Data Links to synchronize data from EDP to Cheetah Messaging. Salesforce Marketing Cl...

API Documentation

The EDP supports a suite of API endpoints that can be used to manage your customers and to submit customer activities to your EDP database.

  • Program API
    The Program API is used by brands and partners to directly integrate their existing systems with Cheetah Digital EDP and Loyalty. To view the developer API documentation for the Program endpoint: click here.  Note: A username / password is required to access the Program API documentation. Please contact your Services Representative if you need assistance.     
  • Member API
    The Member API allows developers to connect to endpoints relating to data and actions inside Cheetah Digital EDP and Loyalty. To view the developer API documentation for the Member endpoint: click here.     

Online Help

Access the online help documentation for the Engagement Data Platform

  • EDP Online Help
    The EDP Online Help provides detailed step-by-step instructions for the entire platform.  To view the Online Help, click here.    Quick Links Manage customers Select customers with a Segment Create automated Triggered Actions  

Platform Documentation

The documents in this section provide high-level instructions of various features, such as accessing and navigating the platform, as well as Machine Learning capabilities and how to create a Calculated Attribute.

  • User Guides
    Instructions for using various features of the Engagement Data Platform (EDP).  Documents Customer Engagement Suite – Access and Navigation: How to use the app switcher to move between apps in the CES Machine Learning Capabilities: Description of the standard, default Machine Learning data models and reports Segment Guide: User guide for creating and managing Segments Calculated Attributes Guide: User guide for working with Calculated Attributes Triggered Action Guide -- Webhooks: How to cre...