Segmentation is the first step towards effective and relevant communication to captivate and engage your audience.
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Audience
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Contacts
- Adding or Editing a Contact Manually
- Managing Contacts Listed on the Kill File
- Contacts in Quarantine
- 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
- Creating an Alternative Contact Profile Form
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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
- 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
- Using the Customer Lifecycle to Target Contacts
- 6 Segmentation Methods to Grow Your Email Revenue
- Surveys
- Draws
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Contacts
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Communications
- Planned Deployments
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Emails
- Creating an Email (Overview of the Steps)
- Creating and Publishing an Email Template
- Version History for Email Templates
- 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
- Personalization in Emails
- 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 Size
- Adding Parameters to Links (Injection Rule)
- Creating an Operational Link
- Assigning an Attribute to an Email Link
- Creating an Email With Dartagnan.io
- Creating an HTML Email
- Send Time Optimization for Emails
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SMS
- Setting Up the SMS Channel
- Creating an SMS (Steps Overview)
- Personalization and Dynamic Content in SMS
- Previewing and Testing an SMS
- Sending an SMS
- Verifying the Number of Fragments in an SMS
- Supported Number Formats for SMS Sending
- Activate the non-GSM Characters Conversion
- Blocking/Unblocking SMS Sendings for a Contact (Kill File)
- Send Time Optimization for SMS
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Push Notifications
- How a Mobile Push Notification Works
- Configuring Mobile Push Notifications
- Configuring a Mobile Push Notification Type
- Creating, Editing, Testing and Sending a Mobile Push Notification
- Configuring Tracking for Deep Links
- How Web Push Notifications Work
- Configuring Web Push Notifications
- Creating, testing and sending a web push notification
- Identifying anonymous subscribers for Web Push
- Creating a Firebase Cloud Messaging Authorization
- Landing Pages
- Create a Message Using the Smart Channel
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Automations
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Automated Campaigns
- Creating an Automated Campaign
- Validating, Testing and Activating an Automated Campaign
- Edition Guide for Automated Campaigns
- Launch an Automated Campaign Manually
- Results of an Automated Campaign
- Results of an Automated Campaign in the Contact's Profile
- Modifying an Active Automated Campaign
- Creating a Template for Automated Campaigns
- Targeting Clauses in Automated Campaigns
- Adding Blackout Dates for Automated Campaigns
- Using A/X Version Testing in an Automated Campaign
- A B Split
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Automated Campaigns
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Acquisitions
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Opt-in
- Creating an Opt-In or a Profile Update Form (Options Overview)
- Creating an Opt-In Form Hosted on Dialog Insight
- Creating an Opt-In Form to Integrate to Your Website
- Creating a Profile Update Form Hosted on Dialog Insight
- Creating a Profile Update Form to Integrate to Your Website
- How to create a double-optin using a form
- How to create your reCAPTCHA keys
- Lead Generation
- Interceptors
- Events
- Contests
- Referral
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Opt-in
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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
- Finding the ID of a Project or Custom Table
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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 BigQuery Integration
- Setting Up the Microsoft Dynamics 365 Integration
- Configuring Automations with Zapier
- Setting Up the Google Analytics Integration
- Setting Up the Meta Ads Integration
- Export my contacts in Google Ads Customer Match
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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
- 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
- Good Pratices for Consents (Laws and Regulations)
- Brand Kit
- Tags
- Other Configurations
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Project Fields
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Account
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Deliverability
- Good Deliverability Practices
- 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)
- SPF Protocol
- DKIM signature
- The DMARC Policy
- Why Authenticate Your Emails?
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Security and Authorizations
- Modifying Default Account Login Rules
- Adding a New User to the Account
- Description of Permission Groups
- Managing a User's Access and Permissions
- Reseting a User's Password
- Managing user accesses
- Single Sign-on (SSO)
- Configuring my Notifications for the Account (Admin)
- How long are my messages/results are kept?
- Which items are supported by security attributes?
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Deliverability
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Introduction to Dialog Insight
- Interface
- Standards
- Customer Data Platform (CDP)
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Developer Guides
- Web Services (API)
- Webhooks
- DI# Language
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General
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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?
- 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
- 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?
- Understanding Phishing
- Understanding bounces and delivery errors
- What are Tracking Links Used For?
- Calendar
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Trouble Shooting
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Internal