Support portal
Submit a ticket
English
French
English
Welcome
Login
Sign up
English
French
English
Home
Project
Enter your search term here...
Search
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
Creating a Custom Table
Updating Information in Multiple Records at Once
Automated Relational Data Removal
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
About Webhooks
Configuring a Webhook
Configuring Web Services Access
Web Services Documentation (API)
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
Communication Types
Creating and Configuring a Communication Type
Efficient Configuration of Authorized Channels
Brand Kit
Integrating your Brand Kit Into your Emails
Other Configurations
Enabling the Geolocation Feature
Enabling behavioral tracking and data protection
Configuring the behavioral tracking consent opt-out form
Configuring Interception for Behavioral Tracking Consent
Tags
Managing Tags
Other Forms
Adding a WordPress Plug-In
Creating a Profile Update Form Hosted on Dialog Insight
Creating a Profile Update Workflow
Editing an Information Page
Creating a Contact Profile Form