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

Initial account configuration 9

• 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

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 35

• 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

Send emails 37

• 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 21

• About Campaigns
• About Marketing Automation
• How to Create a Marketing Automation cenario
• Description of Node Types
• Verify, Test and Activate an Automated Scenario

Results 23

• Display the results of sent messages
• Overview of Message Results
• Get Segmented Statistics for your Emails
• Graphics description: Message summary
• Results: Impact in emails

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

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
• Configuring Integration with Shopify
• 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