How can we help?
Knowledge base
Getting started
- ★ Getting started — Introduction
- Getting started — Adding contacts to your account
- Getting started — Choosing a template
- Getting started — Campaign setup details
- Getting started — Creating your campaign in EasyEditor
- Getting started — Creating the plain text version of your campaign
Frequently asked questions
- ★ Brexit FAQ
- ★ Are there any training videos I can watch?
- ★ What do I do if I forget my password?
- Login verification FAQ
- Can I create a test account?
- How do I segment my contacts who have a verified double opt-in type?
Email campaigns
- ★ Email campaigns - an overview
- ★ Adding tracking to campaign links
- Using Google Analytics with Engagement Cloud FAQ
- All about branded domains - or sending with a custom 'from' address (CFA)
- Delegating a subdomain to our servers
- Creating a campaign
Automation
- ★ Automation - an overview
- ★ Automated and triggered campaigns - an overview
- Segmenting on email replies
- Program messaging channel: Push notification
- Program messaging channel: MailshotMaker
- Program messaging channel: Facebook Messenger
Contacts
- ★ Contacts - an overview
- ★ Resubscribing a contact after they've been unsubscribed
- ★ Creating a signup form
- Using marketing preferences
- How to process a Right to be Forgotten request
- How to process a Subject Access Request (SAR)
Chat
- ★ Getting started with Chat
- Customise the chat widget
- Add the Chat widget to a website
- Add the Chat widget to an Engagement Cloud page
- Manage your chat queue
- Read and reply to a chat session
Reporting
- ★ Email reporting - an overview
- ★ Understanding account reports
- ★ Understanding the campaign report overview
- ★ Understanding bounces and suppressions
- Filter contacts in campaign reports
- Compare campaign reports
Ecommerce reports
- Persona movement
- Retail Dashboard
- Ecommerce reports
- Customer dashboard
- Ecommerce reports and non-marketing contacts
- RFM - Standard and custom personas
EasyEditor
- ★ EasyEditor - an overview
- ★ Working with images in EasyEditor
- ★ Using dynamic content in campaigns
- A really quick quide to EasyEditor's user interface
- Working with EasyEditor building blocks
- Resizing building blocks
Segmentation
Product recommendations
- ★ Product recommendations overview
- ★ Product recommendation builder
- Also bought - Product recommendation
- Custom category - Product recommendation
- Best sellers - product recommendation
- Most viewed - product recommendation
Surveys and forms
- ★ Surveys and forms - an overview
- ★ Add surveys and forms to your account
- Choose a survey template
- Design your survey - an introduction
- Design your survey - configure layout elements
- Design your survey - configure text box, drop-down, multiple choice and checkbox elements
Pages and forms
- Pages overview
- Pages - Adding pages to your account
- Pages - Create a page
- Pages - Managing pages
- Pages - Designing a page with EasyEditor
- Pages - Choose a template
Transactional email
EasyEditor template markup
- ★ EasyEditor template markup overview
- ★ Making your email template responsive
- ★ Adding HTML to email templates
- Adding CSS to email templates
- CSS inliner
- Creating text styles in EasyEditor
Advanced personalisation
- ★ Advanced personalisation - an overview
- ★ Adding advanced personalisation to your account
- ★ Scripting content with advanced personalisation
- Personalising your emails and landing pages
- Outputs and data objects
- Filtering Liquid outputs
Contact scoring
Web Behavior Tracking
- ★ Web Behavior Tracking - an overview
- Introduction to Web behaviour tracking
- Installation of Web behavior tracking
- Use Web Behavior Tracking for segmentation
- Use Web Behavior Tracking to increase your sales
- Use Web Behavior Tracking to increase webform completion
Abandoned carts
- Which abandoned carts/abandoned checkout implementation do you need?
- Introducing the Abandoned carts module
- Basic service abandoned carts – an overview for marketeers
- Full service abandoned carts – an overview for marketeers
- Setting up abandoned carts
- JSON breakdown
Insight data
My account
- ★ Account settings - an overview
- ★ Changing the account owner or their email address
- User access and permissions
- Your billing details
- Managing your team
- About team collaboration
GDPR
SMS campaigns
- ★ SMS campaigns - Overview
- Getting started with SMS
- Add SMS to your account
- SMS address books
- Creating an SMS campaign
- Editing an SMS campaign
Integrations
Engagement Cloud for Magento
- Migrating from Magento 1 to Magento 2
- General: Getting started - Magento 1
- General: Installation - Magento 1
- General: API credentials - Magento 1
- General: Dashboard - Magento 1
- General: Automation Studio - Magento 1
Engagement Cloud for Magento 2
- General: Getting started - Magento 2
- General: Installation - Magento 2
- General: API credentials - Magento 2
- General: Automation Studio - Magento 2
- General: Customer preference centre - Magento 2
- General: Upgrading to Magento with integrated Engagement Cloud connector (for 2.2.2 or above)
Engagement Cloud for Microsoft Dynamics
- ★ Engagement Cloud for Microsoft Dynamics - Release notes
- ★ Engagement Cloud for Microsoft Dynamics - Training video
- ★ Microsoft Dynamics - FAQ
- ★ Updating your version of Microsoft Dynamics CRM?
- ★ What IP addresses do I need to whitelist for my Microsoft Dynamics firewall?
- Upgrade your Engagement Cloud for Microsoft Dynamics solution
Salesforce
- ★ Engagement Cloud for Salesforce installation - Introduction
- ★ Engagement Cloud for Salesforce - Introduction
- ★ Engagement Cloud for Salesforce release notes
- Engagement Cloud for Salesforce - Marketing preferences
- Engagement Cloud for Salesforce - Salesforce campaigns
- Engagement Cloud for Salesforce - 'Contacts' and 'Leads' tabs
Shopify
- Shopify connector - Installation and setup
- Shopify connector - Working with Shopify dynamic coupon codes
- Shopify connector - Abandoned checkout
- Shopify connector - Abandoned cart
- Shopify connector - Working with Shopify Flow
- Shopify connector training video
Commerce Flow
- BigCommerce connector: Abandoned cart
- BigCommerce connector - Installation and setup
- WooCommerce connector - Installation and setup
- WooCommerce connector - Abandoned Cart
- Shopware connector - Installation and setup
- Salesforce Commerce Cloud connector - Installation and setup
Zapier
Using the API
WordPress
Social media integrations
Announcements
Feature releases
- 15 January 2020 - Engagement Cloud for Magento 2 Commerce (v1.0.5) release
- 15 January 2020 - Engagement Cloud for Magento 2 Chat (v1.0.1) release
- 15 January 2020 - Engagement Cloud for Magento 2 (v4.3.1) release
- 15 January 2020 - Engagement Cloud for Magento 1 (v6.4.24) release
- 15 January 2020 - Improvements to account packages, Commerce Flow, the Facebook Messenger node, and more!
- 04 December 2019 - Engagement Cloud for Magento 2 (v4.3.0) release
What's new?
- 15 January 2020 - Engagement Cloud for Magento 2 Commerce (v1.0.5) release
- 15 January 2020 - Engagement Cloud for Magento 2 Chat (v1.0.1) release
- 15 January 2020 - Engagement Cloud for Magento 2 (v4.3.1) release
- 15 January 2020 - Engagement Cloud for Magento 1 (v6.4.24) release
- 15 January 2020 - Improvements to account packages, Commerce Flow, the Facebook Messenger node, and more!
- 04 December 2019 - Engagement Cloud for Magento 2 (v4.3.0) release
Contact support
UK: +44 020 7183 8657
US: +1 631 240 4929
AUS: +61 2 8015 6275
CA: +1 604 200 0527
SA: +27 87 550 4849
SE: +46 10 138 85 86
NZ: +64 9 886 4996
dotdigitalhelp
You can contact support at any time by emailing support@dotdigital.com