When performing a scheduled import, you must map the columns of the file to import to the fields of your project dynamically. Download the attached document to learn how to do this, step by step.
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Audience
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Contacts
- Adding or Editing a Contact Manually
- Managing Contacts Listed on the Kill File
- Contacts in Quarantine
- Lifting the Quarantine
- Searching for Contacts
- Deleting Contacts (Overview of the Methods)
- Deleting Several Contacts at the Same Time
- Activating/Deactivating a Contact
- Modifying Contact Data
- Viewing or Editing a Contact's Profile
- Creating an Alternative Contact Profile Form
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Targeting
- Creating Segmentation for Your Audience (Overview of the Options)
- Creating a Group of Contacts (Targeting Criteria)
- Creating a Persona
- Creating a Scoring System for the Contacts
- Targeting Criteria List
- Using Data from a Relational Table to Target Contacts
- Using a Group to Target Contacts
- Using the Scoring to Target Contacts
- Using Personas to Target Contacts
- Setting Up a DImension
- Creating Segmentation for DImension
- Configuring an Audience with DImension
- Activating Segmented Statistics with DImension
- Using the Customer Lifecycle to Target Contacts
- 6 Segmentation Methods to Grow Your Email Revenue
- Surveys
- Draws
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Contacts
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Communications
- Planned Deployments
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Emails
- Creating an Email (Overview of the Steps)
- Creating and Publishing an Email Template
- Version History for Email Templates
- Adding Content in an Email
- Email Block List
- Creating a Multilingual Email
- Guide on Email Validation and Tests
- Sending an Email
- Generating a Subject Line for an Email Using AI Assistant
- Personalizing Email Content with DImension (Asset Matrix)
- Integrating a DImension into an Email
- Personalization in Emails
- Generating a plain-text version
- Share RSS Content by Email
- Validate an Email Using a Test Group and a Seed List
- Editing and Testing the Mobile Version of an Email
- Configuring a Message to Facilitate Validation of Variants
- Using the Email Sending Simulation
- Sending/Resending an Email to a Contact
- Blocking/Unblocking Email Sendings for a Contact (Kill File)
- Understanding Email Size
- Adding Parameters to Links (Injection Rule)
- Creating an Operational Link
- Assigning an Attribute to an Email Link
- Creating an Email With Dartagnan.io
- Creating an HTML Email
- Send Time Optimization for Emails
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SMS
- Setting Up the SMS Channel
- Creating an SMS (Steps Overview)
- Personalization and Dynamic Content in SMS
- Previewing and Testing an SMS
- Sending an SMS
- Verifying the Number of Fragments in an SMS
- Supported Number Formats for SMS Sending
- Activate the non-GSM Characters Conversion
- Blocking/Unblocking SMS Sendings for a Contact (Kill File)
- Send Time Optimization for SMS
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Push Notifications
- How a Mobile Push Notification Works
- Configuring Mobile Push Notifications
- Configuring a Mobile Push Notification Type
- Creating, Editing, Testing and Sending a Mobile Push Notification
- Configuring Tracking for Deep Links
- How Web Push Notifications Work
- Configuring Web Push Notifications
- Creating, testing and sending a web push notification
- Identifying anonymous subscribers for Web Push
- Creating a Firebase Cloud Messaging Authorization
- Landing Pages
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Automations
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Automated Campaigns
- Creating an Automated Campaign
- Validating, Testing and Activating an Automated Campaign
- Edition Guide for Automated Campaigns
- Launch an Automated Campaign Manually
- Results of an Automated Campaign
- Results of an Automated Campaign in the Contact's Profile
- Modifying an Active Automated Campaign
- Creating a Template for Automated Campaigns
- Targeting Clauses in Automated Campaigns
- Adding Blackout Dates for Automated Campaigns
- Using A/X Version Testing in an Automated Campaign
- Integrating a Smart Channel Action into an Automated Campaign
- A B Split
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Automated Campaigns
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Acquisitions
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Opt-in
- Creating an Opt-In or a Profile Update Form (Options Overview)
- Creating an Opt-In Form Hosted on Dialog Insight
- Creating an Opt-In Form to Integrate to Your Website
- Creating a Profile Update Form Hosted on Dialog Insight
- Creating a Profile Update Form to Integrate to Your Website
- How to create a double-optin using a form
- How to create your reCAPTCHA keys
- Lead Generation
- Interceptors
- Events
- Contests
- Referral
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Opt-in
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Analytics
- Email Analytics
- SMS Analytics
- Transactional Messages
- Push Notification Analytics
- Landing Page Analytics
- Contacts and Journey
- E-commerce
- Smart Dashboards
- Librairies
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Project
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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
- Creating a Project With an E-commerce Structure
- Finding the ID of a Project or Custom Table
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Imports/Exports
- Importing Contacts (Overview of the Methods)
- Importing Contacts With an External File
- Importing Data into a Relational Table
- Configuring a Scheduled Import
- Dynamic Mapping Guide
- Defining a Static File Format for a Scheduled Import
- Exporting Contacts' Data
- Configuring Log Export
- Configuring a Scheduled Export
- Connecting an SFTP Server
- Relational Data
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Integrations
- Setting Up the Adobe Commerce Integration
- Setting Up the Salesforce Integration
- Setting Up the Shopify Integration
- Setting Up the PrestaShop Integration
- Setting Up the Google BigQuery Integration
- Setting Up the Microsoft Dynamics 365 Integration
- Configuring Automations with Zapier
- Setting Up the Google Analytics Integration
- Setting Up the Meta Ads Integration
- Export my contacts in Google Ads Customer Match
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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
- Differentiate Explicit and Implied Consents
- Activating Message Interception
- Configuring the Interception Form
- Creating and Configuring a Communication Type
- Efficient Configuration of Authorized Channels
- Defining Opt-Out and Complaint Default Behaviors
- Personalizing the Opt-out Form
- Good Pratices for Consents (Laws and Regulations)
- Brand Kit
- Tags
- Other Configurations
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Project Fields
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Account
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Deliverability
- Good Deliverability Practices
- Configuring Email Authentication (Sub-Domain Delegation)
- Add Dialog Insight to your Whitelist
- Identify your Data Protection Officer (DPO)
- Predefining Authorized Senders or Reply-to adresses
- Configuring the Delivery Error-Related Quarantine
- Warming Up the Sender's Reputation (IP and Domain)
- Adding Domains (Without Assistance)
- SPF Protocol
- DKIM signature
- The DMARC Policy
- Why Authenticate Your Emails?
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Security and Authorizations
- Modifying Default Account Login Rules
- Adding a New User to the Account
- Description of Permission Groups
- Managing a User's Access and Permissions
- Reseting a User's Password
- Managing user accesses
- Single Sign-on (SSO)
- Configuring my Notifications for the Account (Admin)
- How long are my messages/results are kept?
- Which items are supported by security attributes?
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Deliverability
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Introduction to Dialog Insight
- Interface
- Standards
- Customer Data Platform (CDP)
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Developer Guides
- Web Services (API)
- Webhooks
- DI# Language
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General
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Trouble Shooting
- Why can't I access my account?
- Why is it that my email messages don't reach all my contacts?
- Why is the countdown stopping after a while?
- Why isn't the countdown timer animated in an email?
- Troubleshooting Common RSS Problems
- Troubleshooting Contact Reception Status Issues
- How can I attach a file to a message?
- Is it possible to use Emojis in emails?
- How to remove the underline style on my links?
- Understanding Phishing
- Understanding bounces and delivery errors
- What are Tracking Links Used For?
- Calendar
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Trouble Shooting
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Internal