With this step-by-step planning guide, you’ll find out how easy it is to prepare an automated marketing campaign by asking yourself the right questions and taking the best strategy.
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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