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Resources
What's new
10
Track Changes
New release for September 16th
New Release for April 2nd, 2019
News release for September 18th, 2018
News release for June 7th, 2018
Getting Started
7
Accessing Dialog Insight
Supported Browsers
Data Protection
Contact Home Page
Glossary
Initial account configuration
9
Basic configurations upon account creation
About Email Authentication
Setting Up a DKIM Signature
About Whitelisting
About Link Customization
User management
10
Creating a new user
Assigning Permissions to a User
Description of predefined access permissions
Assign group permissions
Assign individual permissions
Projects (Databases)
17
About Projects
Creating a Project
Setting the Parameters of a Project
Opening an Existing Project
Adding, Editing or Deleting a Field
Consent center
16
Differentiate Explicit and Implied Consents
Creating a Consent Centre
Activating Opt-in or Implied Consent Management
Creating an Implied Consent (Canada only)
Creating an Opt-In
Contacts management
33
About Contacts
Importing Contacts
Viewing a Contact's Profile
Adding a Contact Manually
Editing a Contact Manually
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
Campaigns
28
About Campaigns
Closing and Archiving a Campaign
Creating an A/B Split Campaign
Viewing an A/B Split Campaign
Displaying A/B Split Campaign Results
Send emails
38
Overview of the Drag-and- Drop Message Editor
Creating a Message Using Drag-and-Drop
Overview of the HTML Message Editor
List of Default Email Elements (Drag-and-Drop Editor)
Creating an HTML Message
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
Results
22
Display the results of sent messages
Overview of Message Results
Graphics description: Message summary
Results: Impact in emails
Results: Hyperlinks in emails
Landing pages
11
About Landing Pages
Creating a Landing Page
Personalization Parameters
Managing Versions for A/B/X Testing
Landing Page Results
Forms
19
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
15
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
Drawing
7
Creating a Draw
Creating a Prize Package
Editing a Draw
Viewing the Winners of a Draw
Archiving a Draw
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
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
E-commerce
8
About the E-Commerce Module
Enabling and Configuring the E-Commerce Module
Configuring Integration with Google Analytics
Configuring Integration with Shopify
Configuring Integration with Magento (with API)
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
Relational Data
4
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
Webhooks
2
About Webhooks
Configuring a Webhook
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
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