Description of Additional Edit Options

The following is a description of each of the functions that can be found in the additional options  of the email editors.

Link trackingLink tracking
Check the Log clicks option to get statistics on the clicked links in your message. In the account configuration, it is possible to automate this function so that when a message is saved all links are automatically followed. When a link is followed, its destination in the message is replaced by a tag specific to Dialog Insight.
If injection rules have been created for the project and for the type of communication associated with the message, these will display under this section and you will be able to activate them if needed. Note that if you are in a new project or if the related project has no injection rules, a Google Analytics rule will be available by default.

Tracked links
Check the links in your message or use the Analyze links button to check if your message contains broken links (identified by a red X). Several functions can be performed on the links:
  •  - To open the link
  •  - To edit the name or URL of the link, or to assign categories
  • - To exclude links that you do not want to track. If needed, you can include them back by clicking on the  icon.
PublicationPublish a web archive of your email to get a link to share it. In order to use the web archive, you must create a preview and web archive profile (Configuration > Contacts > Preview and web archive profiles).
ReviewsCheck the review notes of people who send or receive a test message or add them to track changes made to the message, or to inform other users on how it was created. You can define the users to be notified in Configuration > Communication Types > select a communication type > Notifications. When a note is added, the recipient can also comment on the message, in particular to indicate whether the test message has been sent or whether it has any anomalies.
Communication typeChange the communication type selected when creating the message. The types of communications offered depend on which ones have been configured for the project (see Configuring Communication Type).
(HTML editor only)
Create multiple versions of the same HTML message to send a single message to contacts who have slightly different profiles (see Creating a Multi-Version Message). Versions will be sent to the right contact, based on conditions on the recipient's profile.
Data sourceUse relational data to personalize the message. The query is executed just before the message is sent, as well as the resulting customization. Note that a query execution can affect the contacts who would otherwise be entitled to receive this message. By default, the maximum number of queries that can be activated simultaneously is set to 2.
ParametersCustomize the message by adding settings that let you get information outside of the application. The use of parameters is possible when the message is sent via Web services, is used in an marketing automation scenario, or uses a query on relational data. You can also add emojis to the message (see Adding an Emoji to a Message).
AdministrativeGet information about who created the email and who last modified it or add internal comments or security attributes to the message.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.