Project
Import/Exports, Relational Data, Integrations, External Connections, Consents, Opt-Out Forms
Project Fields
- Creating a Project
- Adding, Editing or Deleting a Field into a Project
- Standardizing the Value Formats for Project Fields
- Defining Field Availability
- Duplicating a Project
- Archiving or Restoring a Project
- Deleting a Project
- Editing Project Configuration's (languages, time zone)
- Performing a Global Search
- Changing Project
- Viewing project global results
- Creating a Project With an E-commerce Structure
Imports/Exports
- Importing Contacts (Overview of the Methods)
- Importing Contacts With an External File
- Importing Contacts from Another Project
- Importing Data into a Relational Table
- Configuring a Scheduled Import
- Dynamic Mapping Guide
- Defining a Static File Format for a Scheduled Import
- Configuring an SFTP Server
- Using the file transfer server
- Exporting Contacts' Data
- Exporting Dialog Insight Logs
- Configuring a Scheduled Export
Relational Data
Integrations
- Setting Up the Adobe Commerce Integration
- Setting Up the Salesforce Integration
- Setting Up the Shopify Integration
- Setting Up the PrestaShop Integration
- Integration with Microsoft Dynamics 365
- Configuring Automations with Zapier
- Configuring Integration with Google Analytics
- Export my contacts in Google Ads Customer Match
External Connections
Consents
- Setting Up the Consent Centre
- Creating Opt-In Fields
- Configuring an Implied Consent (Canada only)
- Importing the Consent Status and Date of Contacts (Precisions)
- Using Consent and Opt-In Information
- Viewing Subscription Confirmation Results
- Differentiate Explicit and Implied Consents
- Canada's Anti-Spam Legislation (CASL or C-28)
- General Data Protection Regulation (GDPR)
- Activating Message Interception
- Configuring the Interception Form