When you open a new account in Dialog Insight, you need to perform certain configurations to ensure the platform works as per your needs.
Download the Dialog Insight initial configuration guide below to find all the necessary information.
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General
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FAQ
- Why can't I access my account?
- Why is it that my email messages don't reach all my contacts?
- 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?
- How can a link ever sent / seen be clicked?
- 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
- Why is the countdown stopping after a while?
- Why isn't the countdown timer animated in an email?
- Account settings and message authentication
- Deprecating TLS 1.0 and 1.1 support in Dialog Insight platform on Oct. 19, 2021
- 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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Account Configuration
- Starting
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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
- Understanding Phishing
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Discovering the Platform
- First Steps
- Standards
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Project Configuration
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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
- Deleting a Project
- Duplicating a Project
- Editing Project Configuration's
- Defining the Time Zones
- 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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Integrations
- About Webhooks
- Configuring a Webhook
- Configuring Web Services Access
- Web Services Documentation (API)
- Creating an integration with a third-party service
- Create a connected app in Salesforce
- Validations of External Fields in Salesforce
- Dialog Insight plugin for Salesforce
- Integration with Microsoft Dynamics 365
- Configuring Automation with Zapier
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Project (database)
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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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Contact Management
- Contacts
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Imports/Exports
- Adding a Contact Manually
- Importing Contacts
- Importing Contacts from an External File
- Importing Contacts from Another Project
- Exporting a List of Contacts
- Exporting Dialog Insight Logs
- Exporting a contact's entire data file
- Export my contacts in Google Ads Customer Match
- Configuring a Scheduled Export
- File Import Types
- Kill File
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Data Management
- Automated Imports
- Relational Tables
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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
- Configuring the Shopify Integration
- Configuring Integration with Google Analytics
- Configuring Integration with Magento 2 (with extension)
- Setting Up Product Recommendation
- Result: Ecomm and email
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Targeting
- Targeting Tools
- Persona
- Score
- Groups
- DImension
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Emails
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Editing
- Configuring a Message to Facilitate Validation of Variants
- Creating a Message Using Drag-and-Drop
- Creating an HTML Message
- Creating a Multi-Version Message
- Defining Conditions
- Overview of the HTML Message Editor
- Overview of the Drag-and- Drop Message Editor
- List of Default Email Blocks (drag-and-drop Editor)
- Inserting an Image in an Email (Drag-and-Drop editor)
- Inserting Text in an Email (Drag-and-Drop editor)
- Classifying message links using attributes
- About Operational Links
- Creating an Operational Link
- About Injection Rules
- Creating an Injection Rule
- Generating a plain-text version
- Creating and Publishing an Email Template
- Description of Additional Edit Options
- About Dialog Insight Templates
- Share RSS Content by Email (Drag-and-Drop editor)
- Editing and Testing the Mobile Version of an Email
- Google Font support
- Best Practices of Image Usage in Messages
- Assets
- Sending
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Editing
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Communications
- SMS
- Mobile Push
- Web Push
- Landing Pages
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Campaigns
- Campaigns Overview
- Punctual Campaigns
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Automated Marketing
- About Marketing Automation
- 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
- How to Create a Marketing Automation cenario
- Verify, Test and Activate an Automated Scenario
- How to Modify an Active Automated Scenario
- Using Promo Codes
- Description of Node Types
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Data Acquisition
- Contests
- Journey
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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
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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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Forms
- Opt-in/Opt-out
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Understanding
- 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
- Configuration
- Results