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
Reporting
- ★ Email reporting - an overview
- ★ Reading the account reports
- ★ Understanding the campaign report overview
- ★ About bounces and suppressions
- Filtering contacts in campaign reports
- Comparing 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 - an 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
- ★ Adding surveys and forms to your account
- Choosing a survey template
- Designing your survey - an introduction
- Designing your survey - configuring layout elements
- Designing your survey - configuring text box, dropdown, multiple choice and checkbox elements
Pages and forms
- Pages - An overview
- Pages - Getting started with pages
- Pages - Adding pages to your account
- Pages - Managing pages
- Pages - Editing pages
- Pages - Publishing pages
Transactional email
EasyEditor template markup
- ★ EasyEditor template markup - an 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
- Introducing Web Behavior Tracking
- Installing Web Behavior Tracking
- Using Web Behavior Tracking segmentation
- Using Web Behavior Tracking to encourage increased sales
- Using 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 the email address of the account owner
- User access and permissions
- Your billing details
- Managing your team
- About team collaboration
GDPR
SMS campaigns
- ★ SMS campaigns - Overview
- Getting started with SMS
- Adding SMS to your account
- SMS address books
- Creating an SMS campaign
- Editing an SMS campaign
Integrations
Engagement Cloud for Magento
- General: Getting started - Magento 1
- General: Installation - Magento 1
- General: API credentials - Magento 1
- General: Dashboard - Magento 1
- General: Automation Studio - Magento 1
- General: Tracking - 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?
- Upgrading 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
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
- 09 October 2019 - Engagement Cloud for Magento 2 (v4.0.0) release: Chat compatibility, synchronisation improvements, plus more!
- 09 October 2019 - 19three: Introducing the Chat widget, a persona movement chart and a population size table in Ecommerce, plus more!
- 25 September 2019 - Engagement Cloud for Magento 2 (v.3.4.2) release: New Insight data collection, and more!
- 25 September 2019 - Featuring improvements to the SMS dashboard, Magento 2, plus other bug fixes
- 11 September 2019 - Engagement Cloud for Magento 2 (v.3.4.1) release: Improvements to easy email capture, and more
- 11 September 2019 - Engagement Cloud for Magento 1 (v.6.4.20) release: Bug fixes
What's new?
- 09 October 2019 - Engagement Cloud for Magento 2 (v4.0.0) release: Chat compatibility, synchronisation improvements, plus more!
- 09 October 2019 - 19three: Introducing the Chat widget, a persona movement chart and a population size table in Ecommerce, plus more!
- 25 September 2019 - Engagement Cloud for Magento 2 (v.3.4.2) release: New Insight data collection, and more!
- 25 September 2019 - Featuring improvements to the SMS dashboard, Magento 2, plus other bug fixes
- 11 September 2019 - Engagement Cloud for Magento 2 (v.3.4.1) release: Improvements to easy email capture, and more
- 11 September 2019 - Engagement Cloud for Magento 1 (v.6.4.20) release: Bug fixes
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