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Rachael Norris

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Articles

Recent activity by Rachael Norris

  • How to link Contact Preferences to Dotdigital

    In this article, we’ll give an overview of how to link one or more Contact Preferences to Dotdigital. We’ll also cover how unsubscribes are managed and how your Customers can manage their own Conta...

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    • 1 follower
    • 0 comments
    • -1 votes

  • How to build a Dotdigital Program

    In this article, we’ll guide you through the steps required to build a Dotdigital Program. We’ll also cover how to start, stop and pause your Program.Before starting, you should be familiar with: I...

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    • 1 follower
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  • Setting Up Funds and Donations

    In this article we’ll walk you through how to set up Funds and Donations.We’ll cover how to tailor your Donation ask using Event Criteria and Customer Eligibility.This article includes the followin...

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    • 2 followers
    • 0 comments
    • -2 votes

  • How to find Potential Duplicates

    Duplicate records occur when individual customers have more than one Customer Record (also known as customer accounts) on your system. While it’s not possible to create multiple Customer Records wi...

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    • 1 follower
    • 0 comments
    • 5 votes

  • Seating Plan Request Form

    If you need to build a new Seating Plan or a change made to an existing one, you can request this using the Seating Plan Request Form. You can build your own single area unreserved Seating Plans, b...

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    • 6 followers
    • 0 comments
    • 10 votes

  • Customer List Explorer

    The Customer List Explorer contains the Customer Lists in your system.To access Customer Lists, you’ll need the Insights & Mailings user role.What is the Customer List Explorer?In the Customer List...

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    • 1 follower
    • 0 comments
    • -1 votes

  • Introduction to Seating Plan Overlays

    Once you have a Seating Plan, you can configure it by using Seating Plan Overlays.This article will cover the different types of Seating Plan Overlays available and what you can achieve by using th...

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    • 2 followers
    • 0 comments
    • 5 votes

  • How to Build a Custom Report

    If you’re looking for something more than what’s available in a Standard Report, you can build your own Custom Reports that export as unformatted CSV files. The steps to creating a custom CSV repor...

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    • 1 follower
    • 0 comments
    • 1 vote

  • How to sync Tags with Dotdigital

    You can sync Tags from Spektrix to Custom Data Fields in Dotdigital. Tags which are synced as Data Fields can then be used in Programs and Dynamic Content.Before syncing Tags to Dotdigital, you sho...

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  • Membership Imports

    You can import Memberships into Spektrix using the Importer. This can be useful if you process Memberships outside of Spektrix for reasons such as upholding historic direct debit arrangements. Impo...

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    • 1 follower
    • 0 comments
    • 0 votes