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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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
- 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
- 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 Sizes
- Adding Parameters to Links (Injection Rule)
- Creating an Operational Link
- Classifying message links using attributes
- Creating an HTML Message
- 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)
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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
- Creating, testing and sending a web push notification
- Viewing web push notification results
- Identifying anonymous subscribers
- Integration with your site
- Creating a Firebase Cloud Messaging Authorization
- Landing Pages
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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
- Opt-in
- Lead Generation
- Interceptors
- Events
- 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 BigQuery Integration
- Setting Up the Microsoft Dynamics 365 Integration
- Configuring Automations with Zapier
- Configuring Integration with Google Analytics
- Setting Up the Meta Ads Integration
- 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
- 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)
- Security and Authorizations
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Deliverability
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Introduction to Dialog Insight
- Interface
- Standards
- Customer Data Platform (CDP)
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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 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
- Calendar
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FAQ