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Knowledge Base
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Knowledge Base
Resources
Discover the platform
9
Accessing Dialog Insight
Description of Icons
Contact Home Page
Performing a global search
Managing Tags
Initial account configuration
5
About Initial Account Configuration
Quick Setup
Whitelisting
Dedicated IP Addresses - Tips
Advanced - Domains and DKIM Signature
Projects (Databases)
13
About Projects
Creating a Project
Setting the Fields of a Project
Adding, Editing or Deleting a Field
Organizing project fields and sections
User management
11
Add/Edit a user
Single Sign-on (SSO)
Creating a user
Assigning Permissions to a User
Description of predefined access permissions
Contacts management
25
About Contacts
Importing Contacts
Viewing a Contact's Profile
Adding a Contact Manually
Activating a Contact
Consent center
16
Differentiate Explicit and Implied Consents
Consent Centre
Enabling behavioral tracking and data protection
Configuring a Communication Type
Defining Opt-Out and Complaint Default Behaviors
Imports and Exports
14
Creating an Import File Format
File Import Types
Importing Contacts from an External File
Importing Contacts from Another Project
Exporting a contact's entire data file
Emails
30
Creating a Message Using Drag-and-Drop
Overview of the Drag-and- Drop Message Editor
List of Default Email Elements (Drag-and-Drop Editor)
Inserting Text in an Email (Drag-and-Drop editor)
Inserting an Image in an Email (Drag-and-Drop editor)
SMS
7
About the SMS module
Enabling the SMS Module
Creating an SMS Message
Sending an SMS Message
Viewing SMS Results
Push Communications
5
About mobile push notifications
Configure mobile push notifications
Creating, Editing, Testing and Sending a Mobile Push Notification
Configuring mobile push notification types
Viewing mobile push notification results
Campaigns
24
About Campaigns
About Marketing Automation
How to Create a Marketing Automation cenario
Freeform Marketing Automation Editor
Verify, Test and Activate an Automated Scenario
Results
25
Overview of Message Results
Display the results of sent messages
Smart Dashboards
Graphics description: Message summary
Get Segmented Statistics for your Emails
Relational Data
5
Creating a Custom Table
Importing Data in a Custom Table
Using Data from a Relational Table to Target Contacts
Updating Information in Multiple Records at Once
Automated Relational Data Removal
Landing pages
11
About Landing Pages
Creating a Landing Page
Personalization Parameters
Managing Versions for A/B/X Testing
Landing Page Results
E-commerce
8
About the E-Commerce Module
Enabling and Configuring the E-Commerce Module
Configuring Integration with Google Analytics
Shopify Integration
Configuring Integration with Magento (with API)
Journey
8
About the Journey Module
Configuring the Journey Module
Viewing the Web Journey of your Contacts
Editing an Interceptor
Viewing Interception Results
Forms
20
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
14
About the Event Management Module
Creating an Event
Build Event Registration Landing Page
Configure the event registration form
Configure messages related to an event
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
External connections
8
Using Dialog Insight's Web Services
About Web Services
About Webhooks
Configuring a Webhook
What is third-party integration?
General
What's new
9
Track Changes
2020 Modifications Archive
New release for September 16th
New Release for April 2nd, 2019
News release for September 18th, 2018
FAQ
19
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?
Documentation
6
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
White Papers
18
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
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