Discover the platform 9

• Accessing Dialog Insight
• Description of Icons
• Contact Home Page
• Performing a global search
• Managing Tags

Initial account configuration 5

• Configure Basic Settings for your Account
• Add Dialog Insight to your Whitelist
• Dedicated IP Addresses - Tips
• Advanced - Domains and DKIM Signature
• Identify your Data Protection Officer (DPO)

Projects (Databases) 13

• About Projects
• Creating a Project
• Setting the Fields of a Project
• Adding, Editing or Deleting a Field
• Organizing project fields and sections

User management 11

• Add/Edit a user
• Single Sign-on (SSO)
• Creating a user
• Assigning Permissions to a User
• Description of predefined access permissions

Contacts management 25

• About Contacts
• Importing Contacts
• Viewing a Contact's Profile
• Adding a Contact Manually
• Activating a Contact

Consent center 16

• Differentiate Explicit and Implied Consents
• Consent Centre
• Enabling behavioral tracking and data protection
• Configuring a Communication Type
• Defining Opt-Out and Complaint Default Behaviors

Imports and Exports 14

• Creating an Import File Format
• File Import Types
• Importing Contacts from an External File
• Importing Contacts from Another Project
• Exporting a contact's entire data file

Emails 31

• 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)

SMS 7

• About the SMS module
• Enabling the SMS Module
• Creating an SMS Message
• Sending an SMS Message
• Viewing SMS Results

Push Communications 5

• About mobile push notifications
• Configure mobile push notifications
• Creating, Editing, Testing and Sending a Mobile Push Notification
• Configuring mobile push notification types
• Viewing mobile push notification results

Campaigns 25

• About Campaigns
• About Marketing Automation
• How to Create a Marketing Automation cenario
• Freeform Marketing Automation Editor
• Verify, Test and Activate an Automated Scenario

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 8

• About the Journey Module
• Configuring the Journey Module
• Viewing the Web Journey of your Contacts
• Editing an Interceptor
• Viewing Interception Results

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 14

• About the Event Management Module
• Creating an Event
• Build Event Registration Landing Page
• Configure the event registration form
• Configure messages related to an event

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 9

• Using Dialog Insight's Web Services
• About Web Services
• About Webhooks
• Configuring a Webhook
• Creating an integration with a third-party service