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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General
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FAQ
- 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?
- How long are my messages/results are kept?
- Which items are supported by security attributes?
- How to understand SFTP connection errors?
- How to create a double-optin using a form
- How to create a project in FCM (Firebase Cloud Messaging)
- How can I export my contact list?
- How to create your reCAPTCHA keys
- Deprecating TLS 1.0 and 1.1 support in Dialog Insight platform on Oct. 19, 2021
- What is DKIM signature?
- Understanding Phishing
- What is SPF Protocol?
- What is DMARC Policy?
- Why Authenticate Your Emails?
- What are Tracking Links Used For?
- About Quarantines
- Understanding bounces and delivery errors
- About Projects
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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?
- How can a link ever sent / seen be clicked?
- 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
- Documentation
- What's new
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White Papers
- REMINDER - Compare Bill C-28 vs. GDPR
- WHITE PAPER - Discover the single customer view
- DIAGNOSTIC GRID - Master customer engagement
- REMINDER - Measure your emails with the best KPIs
- REFLECTION TEMPLATE - Develop a marketing automation strategy
- INFOGRAPHIC - 6 easy segmentation methods to grow your email revenue
- INFOGRAPHY - 8 Steps for an Effective Marketing Automation Strategy
- WHITE PAPER - Anatomy of a responsive email
- WHITE PAPER - Test your campaigns efficiently with Dialog Insight
- WHITE PAPER - How to develop a marketing automation strategy?
- WHITE PAPER - How to comply with Canada’s anti-spam legislation
- WHITE PAPER - Discover web push notifications
- WHITE PAPER - The complete guide for an effective email
- WHITE PAPER - A practical guide on email deliverability
- WHITE PAPER - Personalized marketing in a digital world: everything you need to know
- WHITE PAPER - Real-time marketing: A guidebook to get there
- WHITE PAPER - Everything to know about Customer Data Platform
- White paper - Use marketing SMS to increase customer engagement
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FAQ
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Discovering the Platform
- First Steps
- Standards
- Global Results
- Performance
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Configuration
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Deliverability
- Optimizing Your Deliverability (Checklist)
- 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)
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Security and Authorizations
- Defining Security Rules for the Company
- Creating a user
- Managing user accesses
- Assigning Permissions to a User
- Create a Permission Group
- Retrieving my Username or Password
- Single Sign-on (SSO)
- Description of predefined access permissions
- Assign individual permissions
- User notification feeds
- Add/Edit a user
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Project (database)
- Adding, Editing or Deleting a Field into a Project
- Archiving or Restoring a Project
- Creating a Project
- Defining Field Availability
- Defining Available Languages in a Project
- Defining the Time Zones
- Deleting a Project
- Duplicating a Project
- Editing Project Configuration's
- Finding the ID of a Project or Custom Table
- New field - Custom
- Performing a global search
- Change Project
- Managing Tags
- Viewing project global results
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Deliverability
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Database
- Contact List
- Custom Tables
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Imports/Exports
- Importing Contacts
- Adding a Contact Manually
- Importing Contacts With an External File
- Importing Contacts from Another Project
- Exporting Contacts' Data
- Configuring a Scheduled Export
- 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
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Integrations
- External Connections
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E-Commerce
- About the E-Commerce Module
- Enabling and Configuring the E-Commerce Module
- Viewing E-Commerce Indicators in Contact Profiles
- Viewing E-Commerce Results
- Setting Up the Shopify Integration
- Setting Up the Salesforce Integration
- Setting Up the Adobe Commerce Integration
- Configuring Integration with Google Analytics
- Setting Up Product Recommendation
- Using Promo Codes
- Result: Ecomm and email
- Export my contacts in Google Ads Customer Match
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Consents
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Consent Center
- Setting Up the Consent Centre
- Creating and Configuring a Communication Type
- Creating Opt-In Fields
- Configuring an Implied Consent (Canada only)
- Activating Message Interception
- Configuring the Interception Form
- Importing the Subscription Status and Date of Contacts
- Using Consent and Opt-In Information
- Viewing Subscription Confirmation Results
- Defining Opt-Out and Complaint Default Behaviors
- Efficient Configuration of Authorized Channels
- Laws
- Behavioral Tracking
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Consent Center
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Targeting
- Groups
- Persona
- Score
- DImension
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Communications
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Email Editing
- Creating an Email
- Creating and Publishing an Email Template
- Adding Content in an Email
- Inserting an Image in an Email (Drag-and-Drop editor)
- Inserting Text in an Email (Drag-and-Drop editor)
- Configuring a Message to Facilitate Validation of Variants
- Creating an HTML Message
- Creating a Multilingual Email
- Defining Conditions
- Generating a Subject Line for an Email Using AI Assistant
- Overview of the HTML Message Editor
- Generating a plain-text version
- Share RSS Content by Email (Drag-and-Drop editor)
- Integrating your Brand Kit Into your Emails
- Email Test
- Email Sending
- SMS
- Mobile Push
- Web Push
- Landing Pages
- Content and Images
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Email Editing
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Campaign Automation
- Campaigns Overview
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Automated Marketing
- About Marketing Automation
- Creating a Marketing Automation Campaign
- Viewing a Contact's Marketing Automation Campaigns
- Viewing the Results of marketing automation
- About the Marketing Calendar
- Manually Launch an Automated Scenario
- Freeform Marketing Automation Editor
- Verify, Test and Activate an Automated Scenario
- How to Modify an Active Automated Scenario
- Description of Node Types
- Models
- A/B Split Campaigns
- Multi-Segmented Campaigns
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Workflows
- Journey
- Referral
- Contests
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Events
- About the Event Management Module
- Adding a Field to the Registration Form
- Register a Participant Manually
- Creating an Event
- Delete a Field in the Event Registration Form
- Editing a Field in the Event Registration Form
- Build Event Registration Landing Page
- Configure the event registration form
- Configure messages related to an event
- Configure the event registration form
- Configure the iCalendar file of an event
- Publish an event
- View the Participation Rate of an Event
- View the List of Registered People
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Surveys
- Creating a Survey
- Survey Accessibility
- Defining the parameters of the survey
- Defining the display format of the survey
- Putting the survey online
- Reviewing and translating the content of the survey
- Updating profiles with survey answers
- Adding a condition to a survey question
- About surveys
- Viewing survey results
- Draws
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Forms
- Opt-in/Opt-out
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Lead Generation
- Viewing Lead Generation Data in Profile
- Viewing Lead Generation Results
- What is a lead generation form?
- Adding a Field to the Lead Generation Form
- Deleting a Field from the Lead Generation Form
- Creating a group of contacts who have filled a lead generation form
- Creating a Lead Generation Form
- Editing a Field of the Lead Generation Form
- Searching for Contacts Who Have Filled a Lead Generation Form
- Other Forms