Managing Sites

Follow

Each Dynamic Yield account has one or more sections called Sites. Each site is designed to support a different domain or app, and is 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 left of the screen and click Create.
    create_site.png 
  2. Choose a name for your site
  3. Select the type of platform: Website, Mobile, or API (Website includes also Mobile Web)
  4. For websites, enter the URL. For mobile, select the operating system. 
  5. When implementing Dynamic Yield through an e-commerce platform plugin, select the appropriate platform choice. 
  6. In the Localization section, select the currency that will be used in all Dynamic Yield revenue-based reports.
    • Currently over 40 different currencies are supported; see this article for the full list.
    • Dynamic Yield uses the exchange rate provided by the external service OAnda’s in order to convert all reported revenue into the selected currency above. The exchange rate is updated once a day at 4am (GMT), and is used for continuous conversion until the following day’s updated exchange rate
  7. Click Save. You will be directed to the General Settings page.

Editing an Existing Site

  1. Go to Setting › 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.
    manage_sites.png
  3. Click on 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.
    manage_sites.png
  2. Click on the  Edit Column icon  column_icon.png to add additional information to your site’s table.