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Knowledge Base
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Knowledge Base
Resources
What's new
8
Track Changes
2020 Modifications Archive
New release for September 16th
New Release for April 2nd, 2019
News release for September 18th, 2018
Getting Started
7
Accessing Dialog Insight
Supported Browsers
Data Protection
Contact Home Page
Glossary
Projects (Databases)
18
About Projects
Creating a Project
Setting the Parameters of a Project
Opening an Existing Project
Adding, Editing or Deleting a Field
Initial account configuration
12
Basic configurations upon account creation
About Email Authentication
Setting Up a DKIM Signature
About Whitelisting
About Link Customization
User management
11
Creating a new user
Assigning Permissions to a User
Description of predefined access permissions
Assign individual permissions
Create a Permission Group
Consent center
20
Differentiate Explicit and Implied Consents
Creating a Consent Centre
Activating Opt-in or Implied Consent Management
Creating an Implied Consent
Creating an Opt-In
Contacts management
31
About Contacts
Importing Contacts
Viewing a Contact's Profile
Adding a Contact Manually
Activating a Contact
Automated imports and exports
13
Creating an Import File Format
File Import Types
Importing Contacts from Another Project
Exporting a contact's entire data file
Exporting a List of Contacts
Send emails
32
Creating a Message Using Drag-and-Drop
Overview of the Drag-and- Drop Message Editor
List of Default Email Elements (Drag-and-Drop Editor)
Inserting Text in an Email (Drag-and-Drop editor)
Inserting an Image in an Email (Drag-and-Drop editor)
Send SMS
7
About the SMS module
Enabling the SMS Module
Creating an SMS Message
Sending an SMS Message
Viewing SMS Results
Send web push notifications
6
About web push notifications
Configuring web push notifications
Integration with your site
Identifying anonymous subscribers
Creating, testing and sending a web push notification
Send mobile push notifications
5
About mobile push notifications
Configuring your mobile applications
Configuring mobile push notification types
Creating, Testing and Sending a Mobile Push Notification
Viewing mobile push notification results
Campaigns
19
About Campaigns
About Marketing Automation
How to Create a Marketing Automation cenario
Freeform Marketing Automation Editor
Description of Node Types
Results
25
Overview of Message Results
Display the results of sent messages
Smart Dashboards
Graphics description: Message summary
Get Segmented Statistics for your Emails
Relational Data
5
Creating a Custom Table
Importing Data in a Custom Table
Using Data from a Relational Table to Target Contacts
Updating Information in Multiple Records at Once
Automated Relational Data Removal
Landing pages
11
About Landing Pages
Creating a Landing Page
Personalization Parameters
Managing Versions for A/B/X Testing
Landing Page Results
E-commerce
8
About the E-Commerce Module
Enabling and Configuring the E-Commerce Module
Configuring Integration with Google Analytics
Shopify Integration
Configuring Integration with Magento (with API)
Journey
12
About the Journey Module
Configuring the Journey Module
Adding a Domain to a Site
Editing a Domain
Viewing the Web Journey of your Contacts
Forms
20
Enabling the Opt-in and Profile Update Forms
Creating the Opt-In Workflow
Creating an Opt-In Form Hosted on Dialog Insight
Creating an Opt-In Form to Integrate to Your Website
Creating a Profile Update Workflow
Events
16
About the Event Management Module
Enabling the Event Management Module
Creating an Event
Copying an Existing Event
Build Event Registration Landing Page
Contest
10
About the Contest Management Module
Enabling the Contest Management Module
Creating a Contest
Copying an Existing Contest
Adding a Field to the Entry Form
Surveys
10
About surveys
Creating a Survey
Defining the display format of the survey
Adding a condition to a survey question
Reviewing and translating the content of the survey
External connections
6
About Webhooks
Configuring a Webhook
What is third-party integration?
Creating an integration with a third-party service
Create a connected app in Salesforce
Web Services (API)
2
About Web Services
Using Dialog Insight's Web Services
Criteria and Field Descriptions
14
Group criteria - Event
Group criteria - Contest
Group criteria - Contact
Group criteria - Advanced edit
Group criteria - Simple edit
Troubleshooting
2
Troubleshooting Common RSS Problems
Troubleshooting Contact Reception Status Issues
Marketing Calendar
5
About the Marketing Calendar
Configurations
Choosing the actions to be displayed
Adding a new action to the calendar
Open or edit an action
Drawing
7
Creating a Draw
Creating a Prize Package
Editing a Draw
Viewing the Winners of a Draw
Archiving a Draw
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