Getting Started

Introduction

• Onboarding at a glance
• Who's Who in onboarding
• Mavenlink User Guide
• Matomo for analytics
• Emarsys Platform Glossary

First Steps

• New account setup
• Preparing for the Project Initiation call
• Prerequisites for AI features
• SSL certification
• Shared vs Dedicated IPs
• Email compliance self-assessment

Account and User Administration

• Activating your Account Owner role
• Your account Security Settings
• About Account Owners
• Creating and managing users
• User roles and permissions
• Setting up the translator role

Preparing for Integration

• Data exchange resources
• Strategic platform integrations
• Preparing your product data file
• Flexible product data integration
• Preparing your sales data file
• Preparing your store data file

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Data Onboarding

• Data onboarding - Overview
• Implementing the Web Extend data collection scripts
• Uploading your product data
• Google Tag Manager and data collection
• Uploading your contact data
• How Emarsys Identifies Your Contacts?

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Website Data Collection

• Web Extend - Overview
• Data collection JavaScript API reference
• About the Web Extend tracking code
• Identifying users with Web Extend
• Changing the contact identification method in Web Extend
• Web Extend Local storage-based tracking

Channel Onboarding

• Your email onboarding
• Your digital marketing strategy
• SMS onboarding

Predict Onboarding

• Predict onboarding

Smart Insight Onboarding

• Smart Insight onboarding
• Configuring your Smart Insight screens
• Smart Insight Self-Service tool:: Smart Insight Self-Service tool - Overview
• Smart Insight Self-Service tool:: Smart Insight Self-Service tool - Setting up your SFTP account
• Smart Insight Self-Service tool:: Smart Insight Self-Service tool - Selecting contact fields for filtering
• Smart Insight Self-Service tool:: Smart Insight Self-Service tool - Configuring your product data

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Loyalty Onboarding

• Getting started with Emarsys Loyalty

Deliverability Onboarding

• Email Deliverability:: Role email addresses
• Email Deliverability:: Demystifying DMARC
• Email Deliverability:: Deliverability Policy Requirements
• Email Deliverability:: Anti-spam Policy
• Email Deliverability:: Sender Authentication Guide

Domain-Related Tasks

• Domain specific tasks
• SAP Emarsys DNS settings
• Updating legacy DNS settings
• Email domain validation overview
• Email domain validation FAQ
• How to check email authentication

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