In an era when knowing your customers is paramount, it becomes essential to measure our marketing actions to analyze their reactions and behavior towards our messages. To do this, knowledge of key performance indicators is required.
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Audience
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Contacts
- Adding or Editing a Contact Manually
- Managing Contacts Listed on the Kill File
- 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
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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
- Specify period
- 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
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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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Contacts
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Communications
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Emails
- Creating an Email (Overview of the Steps)
- Creating and Publishing an Email Template
- 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
- Defining Conditions
- 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 Sizes
- Adding Parameters to Links (Injection Rule)
- Creating an Operational Link
- Classifying message links using attributes
- Creating an HTML Message
- Overview of the HTML Message Editor
- Creating a Preview and Web Archive Profiles
- Send Time Optimization for Emails
- SMS
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Push Notifications
- About mobile push notifications
- Configuring Mobile Push Notifications
- Configuring mobile push notification types
- Viewing mobile push notification results
- Creating, Editing, Testing and Sending a Mobile Push Notification
- About web push notifications
- Configuring Web Push Notifications
- Viewing web push notification results
- Identifying anonymous subscribers
- Integration with your site
- Creating a Firebase Cloud Messaging Authorization
- Landing Pages
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Emails
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Automations
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Automated campaigns
- About Marketing Automation
- Creating an Automated Campaign
- Edition Guide for Automated Campaigns
- Results of an Automated Campaign
- Results of an Automated Campaign in the Contact's Profile
- Manually Launch an Automated Scenario
- Freeform Marketing Automation Editor
- Verify, Test and Activate an Automated Scenario
- How to Modify an Active Automated Scenario
- Models
- About Campaigns
- Ignore dates in the execution of your campaigns
- How to Consult an Active Scenario's Results
- Additional Options
- Execution History
- A/X testing
- A B Split
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Automated campaigns
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Acquisitions
- Opt-in
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Lead Generation
- What is a lead generation form?
- Creating a Lead Generation Form
- Adding a Field to the Lead Generation Form
- Editing a Field of the Lead Generation Form
- Deleting a Field from the Lead Generation Form
- Creating a group of contacts who have filled a lead generation form
- Searching for Contacts Who Have Filled a Lead Generation Form
- Viewing Lead Generation Results
- Viewing Lead Generation Data in Profile
- Interceptors
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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
- Contests
- Referral
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Analytics
- Emails
- SMS
- Transactional Messages
- Landing Pages
- Contacts and Journey
- E-commerce
- Smart Dashboards
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Librairies
- Images
- Predefined Contents
- Products
- Promo Codes
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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
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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 Big Query Integration
- Integration with Microsoft Dynamics 365
- Configuring Automations with Zapier
- Configuring Integration with Google Analytics
- Export my contacts in Google Ads Customer Match
- External Connections
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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
- Canada's Anti-Spam Legislation (CASL or C-28)
- General Data Protection Regulation (GDPR)
- 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
- Brand Kit
- Tags
- Other Configurations
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Project Fields
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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)
- Security and Authorizations
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Deliverability
- Discovering the Platform
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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 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
- What is a Project?
- What is an Injection Rule?
- What Is a Conversion Funnel?
- How the Journey Module Works
- Finding the ID of a Project or Custom Table
- Trouble Shooting
- Documentation
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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