About Projects

In Dialog Insight, a project is your database, where you find all your contact information, the structure your database, and various parameters that apply to the entire project. In a project, all the information about contacts is presented into fields.

Also, depending on your account's configuration, enabled modules and granted permissions, a project can be associated to messages, campaigns, Web sites and various statistical and configuration options.

When a user logs into Dialog Insight and accesses Contact, he must necessarily open a project, and if none exist, start by creating one. 

Creating a project requires the definition of various elements:

  • the project's parameters
  • the available languages
  • the fields to be included in the contact information card, and the sections to hold them
  • the availability of the fields in the various interfaces of the application
  • the applicable time zone

Each project can only have one contact list. However, it is possible to create, for one project, multiple groups to divide the contact list (see Creating a Group of Contacts).

In most cases, you'll have a main project, for all your contacts, and maybe a few others, smaller, to manage contacts for other purposes, such as draws or contests. You could prefer to have multiple projects, for capturing different contact information. For example, you could have a project for employees, and another for your newsletter subscribers, as the information to collect is different.

Primary key and mandatory fields

Each project has a primary key that is composed of only one or multiple fields, as needed. This key prevents the existence of duplicate contacts in your database and ensures that a contact does not receive the same message twice. The email address is most commonly used as the primary key, but you can choose any other field, such as a client number, or a combination of fields. Some other fields might be set to be mandatory, so that when a new contact is created, both primary key and mandatory fields must be filled.

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