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Glossary

Following are some of the terms that are most commonly used in the application, as well as their respective description.

A

A|B Split Campaign
Campaign that lets you create multiple versions of the same message in order to test which one is the most effective, and to send it to the rest of the targeted contacts.
Automated campaign
Module that allows you to quickly create various scenarios to either automate processes for sending emails or create complex workflows to manage interactions with other telemarketing or mailing systems.
Automated import
Process used to automatically add or update contacts in a project by importing them from another project or from an external CSV file. Import is done automatically as per the set frequency and time.

C

Communication type
A communication type is used to categorize messages and to define your contacts' communication rights.
Consent
Consent that confirms that the contact accepts to receive one or more communications from you. There are 2 types - the express consent (provided when the contact accepts to subscribe by completing a form) and the implied consent (which results from a business relation).
Consent centre
The consent center lets you configure and create all the necessary aspects for you to comply with the Canadian Anti-Spam Law when sending messages by email.
Contact
Any person that is entered in the database of a project is added as a contact and part of the contact list.
Contact profile
Page in Dialog Insight that groups all the contact's information.
Conversion
Conversion corresponds to the positive result arising from having visitors on your website (purchase, subscription, price request, product information, etc.).

D

Default value
Value that is assigned automatically to a field in the event no value is entered by the user.
DKIM (signature)
The DKIM signature (Domain Keys Identified Mail) is a standard almost universally supported by major email providers and anti-spam systems. The DKIM encryption authentication method validates that the email is authorized by the domain owner of the sending domain by adding a digital signature to the email.
DMARC (policy)
The implementation of a DMARC policy (Domain-based Message Authentication, Reporting and Conformance) allows a sender to indicate that his emails are protected by DKIM and/or SPF and tells receiving servers what should be done when receiving an unauthenticated email - for example, reject the email or report it as spam. DMARC eliminates uncertainty at reception: although the SPF protocol and DKIM signature help to prove that an email is legitimate, their absence or failure does not prove the opposite. Your DMARC policy addresses this uncertainty by allowing you to explicitly indicate what should be done with an unauthenticated email.

E

E-commerce
Operation that groups all the commercial transactions that are performed remotely using electronic and digital interfaces, such as sales on web stores.

F

Field
An element in the database that lets you enter information. Fields are the basis of a project (contact list).

G

Geolocation
Feature that lets you target contacts based on their location, which is either set by postal code, IP address or GPS coordinates.

I

Import
Process used to add or update contacts in a project by importing them from another project or an external CSV file.
Injection

An injection rule is used to collect information linked to an email or the recipient who clicks a link in that email. Afterwards, this information is added to the end of the clicked URL in the form of parameters. These parameters, often used to measure the performance of a campaign, transfer data or an external system, such as Google Analytics. The parameters are applied only if click statistics are enabled.

Injection Rules in DI
Several injection rules are configured by default in Dialog Insight depending on the activated modules:

You could also create a custom injection rule in which you specify the destination URL and the parameters to inject.

Example With Google Analytics
Here is an example of the mechanism of a parameter of the default Google Analytics rule:

  1. The parameter automatically associates "utm_medium" to the value "Email" when the link includes "dialoginsight.com".
  2. The link http://www.dialoginsight.com/fr/solutions will be automatically replaced by http://www.dialoginsight.com/fr/solutions?utm_medium=Email.
  3. The website for which statistics are used, Google Analytics, will receive this parameter to identify the source of the visitor. In this example, the source is an email message. You will then be able to evaluate the performance of your communications. 

The Google Analytics rule is configured to apply to all links, regardless of their destination. However, if special restrictions need to apply to parameters to inject on some destination sites, you can configure the rule to restrict destination sites.

K

Key indicator
Company measure used to evaluate the performance level of contacts.

L

Label
In a page or form, it is the name of the field. Just beside the name of the field is displayed the corresponding value.

M

Message
Message that is to be sent by email or SMS.
Mobile Push
A Mobile Push notification is a message that is delivered directly to a user's mobile device by means of Apple's or Google's message delivery services. The notification will still appear even if the user is on another application or the device is locked.
Module
Most often an add-on application that can be enabled on demand, with or without extra cost.
Multi-segment campaign
Type of campaign that lets you send messages per segment of predefined contacts. Your entire contact dababase is thereafter divided into segments.

P

Primary key

Each project has a primary key that is composed of only one or multiple fields which is/are used to identify each contact. This key prevents the existence of duplicate contacts in your database and ensures that a contact does not receive the same message twice. The email address is most commonly used as the primary key, but you can choose any other field, such as a client number, or a combination of fields. Some other fields might be set to be mandatory, so that when a new contact is created, both primary key and mandatory fields must be filled.

Project

In Dialog Insight, a project is your database, where you find all your contact information, the structure your database, and various parameters that apply to the entire project. In a project, all the information about contacts is presented into fields.

Also, depending on your account's configuration, enabled modules and granted permissions, a project can be associated to messages, campaigns, Web sites and various statistical and configuration options.

When a user logs into Dialog Insight, he must necessarily open a project, and if none exist, start by creating one. 

Each project can only have one contact list. However, it is possible to create, for one project, multiple groups (for targeting) from the contact list.

In most cases, you'll have a main project, for all your contacts, and maybe a few others, smaller, to manage contacts for other purposes, such as contests or events. You could have multiple projects, for collecting different contact information. For example, you could have a project for employees, and another for your newsletter subscribers, as the information to collect is different.

→ How to create a project

Q

Quarantine
Quarantine is a process to temporarily suspend messages to possibly erroneous contacts without deactivating the contact. Contact error check keeps the contact list clean, limits constant delivery errors and protects your reputation as a sender. Dialog Insight applies quarantine in two ways.

R

Relational table
Used to store additional contact information outside of the project. as to not overload the project's database.
Required field
Field for which information must be provided.
Responsive
Automatic ajustement of a web page or message based on the size of the screen on which it is displayed.

S

Scheduled export
Automated workflow used to copy Dialog Insight data into a CSV file for backup purposes or to be used by another application. The export is executed based on the set frequency and time.
Scoring
Feature that lets you grant points to your contacts based on criteria you find important. As this scoring shows in the contact profile, you can easily identify your best contacts.
Segmentation
Feature that allows you to filter your list of contacts, and divide it in sub-groups of contacts having similar interests, so that you can send personalized messages to each group.
SPF (protocol)
SPF (Sender Policy Framework) is a protocol that determines whether an email comes from a server authorized to use a particular domain name to deliver emails by comparing its IP address with a list of addresses published in the DNS of the domain of the SMTP envelope of the email.

W

Web interceptor
Popup window that invites visitors to perform a given action, such as completing a survey, entering a contest, registering to an event, viewieg another page, downloading a document or subscribing to a communication.
Web Push
Notification on the browser for visitors who accepted notifications on this website.
Web Services
Computer program that establishes communication and data exchange between applications and systems.
Workflow
Creation mode that uses schemas to help you easily create the forms and related pages necessary for opt-ins, profile updates, event registrations and interceptions.

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