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Audience
Contacts
Activating/deactivating or deleting a Contact
Adding or Editing a Contact Manually
Managing Contacts Listed on the Kill File
Lifting the Quarantine
Searching for Contacts
Deleting Several Contacts at the Same Time
Modifying Contact Data
Viewing or Editing a Contact's Profile
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
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
Archiving a Draw
Cancelling a Draw
Creating a Draw
Creating a Prize Package
Editing a Draw
Reactivating a Draw
Viewing the Winners of a Draw
Communications
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
SMS
Creating an SMS Message
Sending an SMS Message
Checking the Number of Fragments in your SMS
Supported Number Formats for Sending SMS
About the SMS module
Activate the non-GSM Characters Conversion
Blocking/Unblocking SMS Sendings for a Contact (Kill File)
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
Configuring the Landing Pages Module
Best Pratices for Landing Pages
Creating and Publishing a Landing Page
Personalizing a Landing Page With Parameters
Testing Versions for Landing Pages
Using a Custom Domain for Landing Pages
Automations
Automated campaigns
About Marketing Automation
Creating an Automated Campaign
Viewing a Contact's Marketing Automation Campaigns
Viewing the Results of marketing automation
Manually Launch an Automated Scenario
Freeform Marketing Automation Editor
Verify, Test and Activate an Automated Scenario
How to Modify an Active Automated Scenario
Description of Node Types
Models
About Campaigns
Ignore dates in the execution of your campaigns
Configurations
How to Consult an Active Scenario's Results
Additional Options
Execution History
A/X testing
A B Split
Creating an A/B Split Campaign
Displaying A/B Split Campaign Results
Viewing an A/B Split Campaign
Acquisitions
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
Lead Generation
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
Interceptors
Creating an Interceptor
Viewing an Interceptor's Results
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
Adding a Field to the Entry Form
Creating a Contest
Deleting a Field from the Entry Form
Editing a Field of the Entry Form
Drawing the Winners
About the Contest Management Module
Viewing Contest Entries
Referral
Creating a Referral Program
Analytics
Send Volume
Understanding delivery performance
Viewing project global results
Emails
Viewing conversion results
Sending results by email
Display the results of sent messages
Sharing the results of a message
Activate Segmented Statistics with DImension
Results: Impact in emails
Cumulating message results
See Email Performance (Deliveries, Clicks, Views)
SMS
SMS results
Transactional Messages
Displaying the results of a single sent message (email or SMS)
Landing Pages
Landing Page Results
Contacts and Journey
Contact List Results
See the Scoring Results
Consulting the Statistics for Personas
Configuring the Journey Module
Journey Results
Creating a Conversion Funnel
Viewing Conversion Funnel Results
E-commerce
Results for Transactions and Revenue
Result: Ecomm and email
Smart Dashboards
Smart Dashboards
Librairies
Images
Best Practices for Images in Messages
Google Font support
Predefined Contents
Assets
Products
Setting Up Product Recommendation
Promo Codes
Creating a Dynamic Promo Code Lot
Integrating Dynamic Promo Codes
Setting Up Dynamic Promo Codes in SMS
Project
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
Imports/Exports
Importing Contacts (Overview of the Methods)
Importing Contacts With an External File
Importing Contacts from Another Project
Importing Data into a Relational Table
Configuring a Scheduled Import
Dynamic Mapping Guide
Defining a Static File Format for a Scheduled Import
Configuring an SFTP Server
Exporting Contacts' Data
Exporting Dialog Insight Logs
Configuring a Scheduled Export
Relational Data
Creating a Custom Table
Updating Information in Multiple Records at Once
Automated Relational Data Removal
Integrations
Setting Up the Adobe Commerce Integration
Setting Up the Salesforce Integration
Setting Up the Shopify Integration
Setting Up the PrestaShop 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
About Webhooks
Configuring a Webhook
Configuring Web Services Access
Web Services Documentation (API)
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
Viewing Subscription Confirmation Results
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
Personalizing the Opt-out Form
Defining Opt-Out and Complaint Default Behaviors
Brand Kit
Integrating your Brand Kit Into your Emails
Tags
Managing Tags
Other Configurations
Enabling the Geolocation Feature
Enabling behavioral tracking and data protection
Configuring the behavioral tracking consent opt-out form
Configuring Interception for Behavioral Tracking Consent
Configuration
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
Modifying Default Account Login Rules
Assigning Permissions to a User
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)
Discovering the Platform
First Steps
Accessing Dialog Insight
Glossary
Description of Icons
Supported Browsers
Choosing the actions to be displayed
Adding a new action to the calendar
Open or edit an action
Standards
Data Protection
General
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
Why can't I access my account?
Why is it that my email messages don't reach all my contacts?
How can a link ever sent / seen be clicked?
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
Documentation
User guide for DI# language
User guide for E-commerce module
User guide for Webhooks module
User guide for Journey module
DI# Methods
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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Modified on: Fri, 18 Oct, 2024 at 2:12 PM
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