Initial Setup
Once Jimo is installed and you’ve explored the extension for in-context building, it’s time to fine-tune your project settings by configuring a few key elements now.
Last updated
Once Jimo is installed and you’ve explored the extension for in-context building, it’s time to fine-tune your project settings by configuring a few key elements now.
Last updated
Go to: https://i.usejimo.com/segments
Define Custom Attributes: Integrate user data to create precise audience segments, making it easier to target the right users with the right experiences.
Leverage Preset Segments: After pushing custom attributes, group users into segments that automatically update as users meet criteria—no manual filtering required.
Bulk Upload via CSV: Don’t wait for users to log in before you can target them. Import user data in bulk (with attributes) to start building tailored experiences right away.
Accelerate Targeting & Testing: Quickly import real or test-user attributes, even before full installation, so you can build and validate experiences on actual data, refining segmentation and logic with confidence.
Go to: https://i.usejimo.com/settings/environments
Create Separate Environments: Assign domains to different environments (e.g., testing and production) to keep your experiments organized and risk-free.
Test Before Launch: Validate new experiences in a test environment before pushing them live, ensuring a smoother rollout and fewer surprises.
Go to: https://i.usejimo.com/settings/themes
⇒ Design Once, Apply Everywhere
Build a Theme Library: Establish your brand’s look and feel from the start: colors, fonts, button styles, etc.
Faster Creation: With predefined themes, every new experience you create can be styled consistently in just a click.
Go to: https://i.usejimo.com/settings/team
Add Team Members: Bring in colleagues, from product managers to designers, and assign roles to maintain clear responsibilities.
Set Permissions: Control who can publish, manage segments, or adjust billing settings, ensuring a secure and efficient workflow.
Go to: https://i.usejimo.com/settings/integrations
HubSpot & More: Connect to external tools like CRMs or data warehouses to automatically feed user attributes into Jimo.
Save Time, Stay Updated: Automate data syncing with external sources, keeping user attributes current without manual imports and ensuring accurate segmentation and targeting, even as Jimo interactions feed back into your other tools.
