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What's new
7
Track Changes
New Release for April 2nd, 2019
News release for September 18th, 2018
News release for June 7th, 2018
New features to come on June 7th, 2018
Getting Started
7
Supported Browsers
Data Protection
Glossary
Description of Icons
Accessing Dialog Insight
Account management
9
Basic configurations upon account creation
About Email Authentication
Setting Up a DKIM Signature
Configuring an SPF Protocol
About Whitelisting
User management
7
Defining Security Rules for the Company
Creating a User
Assigning Permissions to a User
Creating a Permission Group
Managing user accesses
Projects (Databases)
18
About Projects
Opening an Existing Project
Creating a Project
Setting the Parameters of a Project
Adding, Editing or Deleting a Field
Consent center
16
Canada's Anti-Spam Legislation (CASL or C-28)
Differentiate Explicit and Implied Consents
Activating Opt-in or Implied Consent Management
Creating a Consent Centre
Creating an Opt-In
Contacts management
35
About Contacts
Importing Contacts
Importing Contacts from an External File
Creating an Import File Format
File Import Types
Automated imports and exports
7
Configuring an SFTP Server
Using the file transfer server
Configuring a Scheduled Import
Defining a Static File Format for a Scheduled Import
Configuring a Scheduled Export
Marketing Calendar
5
About the Marketing Calendar
Configurations
Choosing the actions to be displayed
Adding a new action to the calendar
Open or edit an action
Send emails
32
Overview of the HTML Message Editor
Overview of the Drag-and- Drop Message Editor
List of Default Message Elements
Creating an HTML Message
Creating a Message Using Drag-and-Drop
Send SMS
7
About the SMS module
Enabling the SMS Module
Creating an SMS Message
Sending an SMS Message
Viewing SMS Results
Send web push notifications
6
About web push notifications
Configuring web push notifications
Integration with your site
Identifying anonymous subscribers
Creating, testing and sending a web push notification
Send mobile push notifications
5
About mobile push notifications
Configuring your mobile applications
Configuring mobile push notification types
Creating, Testing and Sending a Mobile Push Notification
Viewing mobile push notification results
Campaigns
14
About Campaigns
About Marketing Automation
Creating an A/B Split Campaign
Viewing an A/B Split Campaign
Displaying A/B Split Campaign Results
Results
18
Viewing Results About Contacts
Descriptive Table of Contact Results
Exporting contact results
Creating a Custom Chart
Viewing project global results
Landing pages
12
About Landing Pages
Creating a Landing Page
Personalization Parameters
Managing Versions for A/B/X Testing
Publishing a Landing Page
Forms
19
Enabling the Opt-in and Profile Update Forms
Creating the Opt-In Workflow
Creating an Opt-In Form Hosted on Dialog Insight
Creating an Opt-In Form to Integrate to Your Website
Creating a Profile Update Workflow
Events
10
About the Event Management Module
Enabling the Event Management Module
Creating an Event
Copying an Existing Event
Adding a Field to the Registration Form
Contest
10
About the Contest Management Module
Enabling the Contest Management Module
Creating a Contest
Copying an Existing Contest
Adding a Field to the Entry Form
Drawing
7
Creating a Draw
Creating a Prize Package
Editing a Draw
Viewing the Winners of a Draw
Archiving a Draw
Surveys
10
About surveys
Creating a Survey
Defining the display format of the survey
Adding a condition to a survey question
Reviewing and translating the content of the survey
Journey
12
About the Journey Module
Configuring the Journey Module
Adding a Domain to a Site
Editing a Domain
Viewing the Web Journey of your Contacts
E-commerce
8
About the E-Commerce Module
Enabling and Configuring the E-Commerce Module
Configuring Integration with Google Analytics
Configuring Integration with Shopify
Configuring Integration with Magento (with API)
Relational Data
3
Creating a Custom Table
Importing Data in a Custom Table
Updating Information in Multiple Records at Once
Webhooks
2
About Webhooks
Configuring a Webhook
Web Services (API)
2
About Web Services
Using Dialog Insight's Web Services
Criteria and Field Descriptions
15
Group criteria - Event
Group criteria - Contest
Group criteria - Contact
Group criteria - Advanced edit
Group criteria - Simple edit
Troubleshooting
1
Troubleshooting Common RSS Problems
General
FAQ
16
Why can't I access my account?
Why is it that my email messages don't reach all my contacts?
Why is it that some of my contacts receive my messages as spam?
How can I attach a file to a message?
Is it possible to use Emojis in emails?
Documentation
5
User guide for DI# language
User guide for E-commerce module
User guide for Webhooks module
User guide for Journey module
Initial account configuration guide
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