Coming soon... :)
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Introduction to Dialog Insight
- Features Overview
- Data Architecture
- Getting Started
- Standards
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Audience
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Contacts
- Adding or Editing a Contact Manually
- Modifying Contact Data
- Admissibility Status of a Contact To Receive Communications
- 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
- Viewing or Editing a Contact's Profile
- Creating an Alternative Contact Profile Form
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Targeting
- Segmenting and Targeting with Groups
- Conditions for a Contact to be Targeted when Sending a Message
- Validate a Message Using a Test Group and a Seed List
- Creating a Persona
- Creating a Scoring System for the Contacts
- Targeting Criteria List (Persona and Scoring)
- Using Data from a Relational Table 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
- Targeting Clauses
- Creating a Group Using AI
- Interest Profiles
- Surveys
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Contacts
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Communications
- Campaigns
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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
- Google Font Support in Emails
- 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
- 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
- Troubleshooting Common RSS Problems
- Why Does the Countdown Timer Stopping After a While?
- How to Remove the Underline on the Links in an Email?
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SMS
- SMS Channel Overview
- Creating an SMS Campaign (Steps Overview)
- Personalization and Dynamic Content in SMS
- Previewing and Testing an SMS
- Sending an SMS
- Creating a Consent for SMS
- Verifying the Number of Fragments in an SMS
- Supported Number Formats for SMS Sending
- Activating the non-GSM Characters Conversion
- Blocking/Unblocking SMS Sendings for a Contact (Kill File)
- Send Time Optimization for SMS
- Good Practices for SMS
- RCS
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Push Notifications
- Mobile Push Channel Overview
- Configuring Mobile Push Notifications
- Configuring a Mobile Push Notification Type
- Creating, Editing, Testing and Sending a Mobile Push Notification
- Configuring Tracking for Deep Links
- Web Push Channel Overview
- Configuring Web Push Notifications
- Creating, Testing and Sending a Web Push Notification
- Identifying Anonymous Subscribers for Web Push
- Creating a Firebase Cloud Messaging Authorization
- Creating a Consent for Push Notifications
- 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
- Adding Blackout Dates for Automated Campaigns
- Using A/X Version Testing in an Automated Campaign
- Integrating a Smart Channel Action into an Automated Campaign
- Creating an Abandoned Cart Campaign
- Generating a Campaign with AI
- A B Split
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Automated Campaigns
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Acquisitions
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Forms
- Forms: Opt-In, Profile Update and Lead Generation (Options Overview)
- Creating an Opt-In Form Hosted on Dialog Insight
- Creating an Opt-In Form Embedded in Your Website
- Creating a Profile Update Form Hosted on Dialog Insight
- Creating a Profile Update Form Embedded in Your Website
- Creating a Lead Generation Form
- Targeting Contacts Who Filled Out a Lead Generation Form
- See the List of Contacts Who Filled Out a Lead Generation Form
- Lead Generation Results
- Creating Google reCAPTCHA Keys
- Interceptors
- Events
- Contests
- Referral
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Forms
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Analytics
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Email Analytics
- Email Results
- Sharing/Exporting Campaign Results
- Comparing or Cumulating Email Results
- Impact (Email Indicator)
- Delivery Performance (Email Indicator)
- Interpreting the Views and Clicks for an Email
- Interpreting the Hyperlink Results for an Email
- Measure your emails with the best KPIs
- Email Retention (Messages/Results)
- Email Delivery Errors
- SMS Analytics
- Transactional Messages
- Push Notification Analytics
- Landing Page Analytics
- Contacts and Journey
- E-commerce
- Smart Dashboards
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Email Analytics
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Librairies
- Images
- Predefined Contents
- Products
- Files
- Promo Codes
- Brand Kit
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Project
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Project Fields
- Creating, 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 in a Project
- Changing Project
- Finding the ID of a Project or Custom Table
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Imports/Exports
- Importing Contacts (Overview of Methods)
- Importing Contacts With an Excel or CSV File
- Importing Data into a Relational Table with an Excel or CSV File
- Configuring an Import Automation
- Using Dynamic Mapping File Format for a Scheduled Import
- Using Static File Format for a Scheduled Import
- Exporting Contact Data Manually
- Configuring Log Export
- List of the Exportable Fields with the Log Export
- Configuring an Export Automation
- Connecting an External SFTP Server
- Exporting Data (Overview of Methods)
- 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
- Setting Up the Google Ads Integration
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Consents
- Setting Up the Consent Management
- Creating Opt-In Fields
- Configuring an Implicit Consent (Canada only)
- Importing the Consent Status and Date of Contacts (Precisions)
- Consulting Consent Data of the Contacts
- Differentiating Explicit and Implicit Consents
- Creating and Configuring a Communication Type
- Defining Opt-Out and Complaint Behaviors
- Personalizing the Opt-out Form
- Good Pratices for Consents (Laws and Regulations)
- Configuring Consent Interception (Converting From Implicit to Explicit)
- Creating an Administrative Communication Type (No Consent Required)
- 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)
- Managing Contacts Listed on the Kill File
- SPF Protocol
- DKIM signature
- The DMARC Policy
- Why Authenticate Your Emails?
- What are Tracking Links Used For?
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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
- Setting Up Single Sign-On (SSO)
- Configuring my Notifications for the Account (Admin)
- Security Attributes Associated to Users
- Why I Can't Access my Account?
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Deliverability
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Developer Guides
- Web Services (API)
- Webhooks
- Custom Connectors
- Additional Resources