Product Settings

Product integration within the MBI platform enables an organization to develop intricate campaigns and glean useful customer insights. In Product Settings, a user can add, edit, or archive a product.

To add a product to your organization:

1. On the Settings page, toggle to the Product section on the top right corner of your user interface.
2. On the top right side of the page, click on the green button titled + Product.
3. Within the modal, name and categorize the product that you are adding under Product Name and Product Type.
4. Finally, select Add and Enable. Once added, the product is ready to be configured into a promotional campaign.

To edit a product:

1. On the Settings page, toggle to the Product section on the top right corner of your user interface.
2. In the table, locate the product that you wish to edit. On the right side, click on the pencil icon to make adjustments.
3. Within the modal, adjust the product name or type, as applicable. Click Update.

To archive a product:

1. On the Settings page, toggle to the Product section on the top right corner of your user interface.
2. In the table, locate the product that you wish to archive. On the right side, click on the red trash icon. While you can still to access activity logs from this product, it cannot be re-enabled once archived.