Managing Sites

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Each Dynamic Yield account has one or more entities called Sites. Each site is designed to support a different domain or app, and comprises a discrete set of Dynamic Yield elements and settings. By default, you can create either e-commerce or media sites depending on your account type. Upon request, one account can contain both types of sites. For details, contact your Customer Success Manager.

Creating a new site

  1. Click the dropdown arrow on your site name at the top of the screen and click Create.
    Screen_Shot_2022-09-21_at_11.56.45.png 
  2. Choose a name for your site
  3. Select the type of platform: Website, Mobile, or API. Note that the Website platform type includes mobile web, and that you can run APIs on a Website platform (we recommend that you use this platform). Talk to your account manager to determine the best platform for your needs. 
  4. For websites, enter the URL. For mobile, select the operating system. 
  5. If you are implementing Dynamic Yield through an e-commerce platform plugin, select the appropriate platform choice. 
  6. In the Localization section, select the currency to use in all Dynamic Yield revenue-based reports.
    Notes:
    • See the Multi-Language Support article for the full list of supported currencies.
    • Dynamic Yield uses the exchange rate provided by the external service currencylayer to convert reported revenue into the selected currency. The exchange rate is updated once a day at 4 am (UTC). If you require real-time conversion, you must do the conversion on your end and fire events using the site’s default currency.
  7. Click Save. You are returned to the General Settings page.

Editing an existing site

  1. Go to Settings › General Settings and click the edit icon edit_icon.png next to your site’s name.
  2. Edit as needed, and then click Update to save your changes.

For example, to change the site's currency:

In edit mode, go to the Localization area, select a currency from the dropdown, and then click Update.

Screen_Shot_2022-02-08_at_14.44.38.png

Deleting an existing site

Note: Deleting sites is permanent, and you will lose all data associated with the site. We strongly recommend that before you delete a site, you verify that there is no data on your site that you want to keep. 

Also, if your company cancels its Dynamic Yield account, all your data will be erased. 

  1. Go to a different site in your account (not the one you want to delete).
  2. Click the dropdown arrow on your site name at the top-left of the screen and click Manage manage_icon.png.
    Screen_Shot_2022-09-21_at_12.19.16.png
  3. Click the Delete icon next to the site you want to delete.

Managing sites

  1. Click the dropdown arrow on your site name at the top left of the screen and click Manage manage_icon.png.
    Screen_Shot_2022-09-21_at_12.19.16.png
  2. Click the Edit Column icon column_icon.png to add additional information to your site’s table.