Open the Dotdigital dashboard
Go to Reports > Customer Engagement > Dashboard.
Choose a website
If you have multiple storefronts connected to your account you can choose which one to view:
Expand the Websites View drop-down menu at the top of the page.
Choose the website you want to view from the list.
Account information
You can view useful account information at the top of the dashboard to get a quick glance at your account’s key details and overall health, including:
your account’s installed version
installed connector versions
API validation
cron execution date and time
dynamic content passcode
and authentication checks
Import Settings
Set contact sync size
Use this setting to set the batch size of contacts you want to sync to your Dotdigital account with each data import:
For Contact Sync Size, enter the number of batch size of contacts you want to sync during an import.
Select Save Config.
Set transactional data sync size
Use this setting to set the batch size of transactional data you want to sync to your Dotdigital account with each data import:
Expand the Transactional Data Sync Size drop-down menu and choose the batch size of transactional data you want to sync during an import.
You can choose: 50, 100, 200, 300, 400, 500, 1000, or 2000.
Select Save Config.
Enable Subscribers Sales Data Sync
This setting can be enabled to sync subscribers’ sales data to Dotdigital.
Enabling this setting increases server load and overall sync times.
Expand the Enable Subscribers Sales Data Sync drop-down menu and select Yes.
Select Save Config.
Enable Remove /pub directory from URLs
This setting can be enabled to remove the /pub directory from image URLs in catalog sync and insight data:
Expand the Remove /pub directory from URLs drop-down menu and select Yes.
Select Save Config.
Sync Settings
Admin Task
Automap your data fields and delete all contact ids:
Setting | Description |
Automap Data Fields | Automatically maps your account data to Dotdigital data fields, including customer, address and sales information. |
Delete All Contact Ids | Deletes all contact IDs from your account. |
Manually Run Sync
Run a data sync for each area:
Setting | Description |
Customer Sync | Syncs your customers to your mapped Dotdigital list. Learn more in Map lists in Magento Open Source and Adobe Commerce. |
Subscriber Sync | Syncs your subscribers to your mapped Dotdigital list. Learn more in Map lists in Magento Open Source and Adobe Commerce. |
SMS Subscriber Sync | Syncs your SMS subscribers to your mapped Dotdigital list. Learn more in Map lists in Magento Open Source and Adobe Commerce. |
Guest Sync | Syncs your guests to your mapped Dotdigital list. Learn more in Map lists in Magento Open Source and Adobe Commerce. |
Order Sync | Syncs your order data to your Dotdigital account. |
Wishlist Sync | Syncs your wishlist data to your Dotdigital account. |
Review Sync | Syncs your review data to your Dotdigital account. |
Catalog Sync | Syncs your catalog data to your Dotdigital account. |
Importer Sync | Syncs your importer data to your Dotdigital account. |
Template Sync | Syncs your template data to your Dotdigital account. |
Reset Sync Options
Reset the data for each area in your account within the specified time range:
For Date Range, enter the From and To dates you want reset your synced data from.
Find the data you want to reset and select RUN NOW.
Setting | Description |
Reset Contacts | Resets the contact data in your account from the data range. Learn more in Map lists in Magento Open Source and Adobe Commerce. |
Reset Subscribers | Resets the subscriber data in your account from the data range. Learn more in Map lists in Magento Open Source and Adobe Commerce. |
Reset SMS Subscribers | Resets the SMS subscriber data in your account from the data range. Learn more in Map lists in Magento Open Source and Adobe Commerce. |
Reset Order Data | Resets the order data in your account from the data range. |
Reset Review Data | Resets the review data in your account from the data range. |
Reset Wishlist Data | Resets the wishlist data in your account from the data range. |
Reset Catalog Data | Resets the catalog data in your account from the data range. |
Reset B2B Quotes | Resets the B2B quotes in your account from the data range. |
Debug
Enable debug mode on your website
Expand the Debug Mode drop-down menu and select Enable.
For Debug Api Calls Time, enter a number of seconds.
Any api calls that take longer than the number entered to run are logged.
Select Save Config.
OAUTH Credentials
Find the credentials you want to update and enter valid credentials.
Select Save Config.
Setting | Description |
Client ID | Enter your Client ID. |
Client Secret Key | Enter your Client secret key. |
Connection | Select Connect to open your connected Dotdigital account. |
Custom OAUTH Domain | Enter the custom domain for authorization.
|
Custom Authorization URL | Enter the custom authorization url.
|
Dynamic Pages IP Restriction
When you install the Dotdigital for Adobe Commerce connector, we generate a unique passcode that is used to access external dynamic content. By using this passcode you can be sure that basket contents and coupon codes can be viewed only if that passcode is sent with the GET request to the external dynamic content URL, adding security.
You can also enter a list of requesting IP addresses that these URLs will display for when requested from them:
For Dynamic Pages IP Restriction, enter an IP address.
If you want to enter multiple IP addresses, make sure to separate them with a comma and a space. For example, 52.174.92.164, 20.54.90.19.
Make sure you keep the latest dotdigital IP ranges included. Learn more in IP addresses used by Dotdigital.
Select Save Config.
Manage Cron Timings
Set how frequently you want cron jobs to run:
Expand drop-down menu for the cron timing you want to edit and choose a time interval.
Select Save Config.
Setting | Description | Options |
Importer | Set how frequently you want the importer cron to run. |
|
Customer | Set how frequently you want the customer cron to run. |
|
Guest | Set how frequently you want the guest cron to run. |
|
Subscriber | Set how frequently you want the subscriber cron to run. |
|
Order | Set how frequently you want the order cron to run. |
|
Catalog | Set how frequently you want the catalog cron to run. |
|
Review And Wishlist | Set how frequently you want the review and wishlist cron to run. |
|
Consent | Set how frequently you want the consent cron to run. |
|
Cleaner | Set how frequently you want the cleaner cron to run. |
|
System Alerts
System alerts can notify you when certain functions go wrong in your account.
Enable system messages
When enabled, this setting allows you to send in-app system messages to admin users when errors that may affect the Dotdigital extension are detected:
Expand the Enable System Messages drop-down menu and select Yes.
Select Save Config.
Enable email notifications
When enabled, this setting allows you to send system alert email notifications when errors that may affect the Dotdigital extension are detected:
Expand the Enable Email Notifications drop-down menu and select Yes.
For Select Roles, choose which users you want email notifications to be sent to.
You can select multiple roles by holding the Ctrl key (Windows) or Cmd key (Mac) while selecting.
Expand the Alert Frequency drop-down menu and choose a time period.
This setting controls both email notification frequency and the time period in which the error is reported. For example, select 24 Hours to receive an email every 24 hours, reporting any errors that may have occurred in the last 24 hours.
Select Save Config.
PWA Settings
Use this setting to specify if you use a PWA storefront URL which is different from your account’s default frontend base URL:
For PWA Storefront Base URL, enter the URL of your PWA storefront.
For example, https://pwa.yourdomain.com/
Select Save Config.