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Omnichannel Dashboard Guide
In this guide, we will explain how to use the Omnichannel Dashboard, a powerful tool that allows you to manage all your marketing channels in one place. With the Omnichannel Dashboard, you can easily create, manage and analyze campaigns across different channels such as email, SMS, push notifications, social media, and more. To be able to view the Dashboard, it is important that the user has the following attributes: Superadmin: has similar permissions as the Admin but also has the abilityPopularSMS Service Guide
Icomm's SMS service allows sending text messages to a large number of recipients. To do this, it is essential to have the contact's phone number. Text messages can include promotional information, special offers, discounts, product updates, and any other type of content that the company wants to share with its customers or subscribers. Our platform allows importing and managing large databases and configuring mass text message campaigns. This strategy can be effective in reaching customers witSome readers
Manage my contacts
Contact List Guide
From this section, you will find the contact repository where you can list them by profile. Access or modify the information. Go to the Manage Contacts menu Select List Contacts Upon entering this section, you will find different filters to list your contacts. (Profile is the only mandatory filter for listing contacts) Search for contacts Select the Profile Choose the database you want to conPopularVirtual Profile: intelligent segmentation in Icomm
Virtual profiles are a powerful tool on the Icomm platform that allows you to take your audience segmentation to the next level. In this article, we will explore in detail what virtual profiles are, how they work, what they are for, and how to create a virtual profile from the Icomm platform. What are Virtual Profiles? The virtual profiles are segmentations of our Regular Profiles.Some readersHow to download Icomm databases
All imported databases on the Icomm platform can be downloaded. This way, you can access your contacts' information by downloading a CSV file. ||| IMPORTANT: IF YOU NEED TO DOWNLOAD DATABASES, PLEASE NOTIFY YOUR ICOMM ACCOUNT EXECUTIVE IN ADVANCE. Step by Step Go to the Manage Contacts module Select the List Profiles option At this point, you can perform two actions: OPTION 1: EXPORT THE ENTIRE LIST Click on the blue arrow located to the right of the profile and selSome readersHow to import SMS contacts
To upload contacts to an SMS database, some preliminary steps must be taken. Learn the step-by-step process in this article. Preliminary Steps First, you must create an SMS profile. ||| For this type of send, it is essential to have the user's cellphone number. Cellphone Number Format To ensure that the sendings work correctly, the format must be standardized for all phones in the database. It should be loaded in the following wFew readersHow to unify or update databases in Icomm
Icomm allows you to unify and update databases through the options to import contacts. In this way, you can create new databases directly from the platform without the need to resort to tools such as Excel. Updating a database To update a database, the key will be to select the appropriate type of load for the new data. Go to the Manage Contacts module Select the Import Contacts option Select the Import button Select the Profile Choose the profile you want to associFew readersHow to import contacts in Icomm (create database)
On the Icomm platform, creating databases and managing your contacts is an essential task for your email marketing strategy. You can import contacts from Excel files or do it manually, giving you full control over your subscriber lists. Additionally, you can also import databases to unsubscribe contacts. Below, we show you how to perform these actions in a simple way. Importing Contacts Go to Manage Contacts Select Import Contacts Select the** Import** button ![](https://stFew readersManage contacts module guide
Upload contacts to a database, segment the audience, and access statistics and information for each profile. Start managing your contacts and profiles. Who is your campaign aimed at? Go to the Manage Contacts module Select a section: Create New Profile List Profiles Virtual Profile [NewFew readersHow to create a new profile in Icomm
Here is a step-by-step guide to creating a new audience profile in Icomm. Learn about the different types of profiles in this article. Go to the Manage my contacts module Select New Profile Once you enter, you'll find the following screen Complete the requirements to create a New Profile Name and Description: can be the same. It is used to identify the profile internaFew readersHow to create an SMS profile
Go to Manage Contacts Select New Profile Choose the "Mobile Only" option The Email field that is predefined in the configuration will disappear Add the "Mobile" field Type the name of the field that contains the contact's phone number in the box 
Load contacts to your profiles from an Excel file. From the Manage Contacts module, go to the option to Import contacts. ||| Make sure that the Import button is selected. Select the Profile. Select the CSV File as the Source. Select the Action. Enter the Reference. Select the Add File button to choose a CSV file from your PC, or drag the file from your PC to the platform's FilFew readersHow to obtain the Profile Key of a regular profile?
The Profile Key is an identifier of a regular profile. It is a code that may be required to work with APIs (for example, contact APIs). To obtain the Profile Key: Go to the Manage Contacts module > List Contacts Find or select the profile you want to know the Profile Key for Access advanced actions with the blue button located on the right side of the profile From that menu, select the PrFew readersHow to add a New Contact to a regular profile
Go to Manage Contacts Select New Contact Choose a Profile Complete the Fields Finish by clicking the Save button to add the new contact to the profile 
This is a manual option for importing contacts in the Icomm platform. From the Manage Contacts module, go to the Import Contacts option. Select the Profile. Select Copy Paste as the Source. Select an Action. Write a Reference. Complete the contact fields in the platform separated by commas from your files. Once the data is completed, select the Import button. SFew readers
Make a news
How to add a custom WhatsApp button to a newsletter
With the Icomm Editor it is possible to add a personalized WhatsApp button to your newsletters. This feature will allow you to direct your users directly to a personalized WhatsApp number, which can be very useful for promotions, inquiries or any other direct interaction with your audience. Previous requirements Before you start, make sure you have the WhatsApp number information in your database (profile). This is essential as you will need this number to configure the custom button. SFew readersHow to create a Newsletter from Editor
Create a Newsletter from scratch using the Icomm platform. Get to know in detail the editor's tools to design your newsletters. Step by step Go to the Create News menu. Select Create Newsletter. Choose the EDITOR template. Select the Campaign. Write the Name and Description. Click the Continue button. You will be redirected to the editor for your piece. . Select Start/End Date: Set how long the campaign will last. (Optional). Enable CPL/CPA:Few readersHow to set up personalized email delivery
To customize a text in the ICOMMKT platform, the following format must be used: <field>. Where FIELD is the exact name of the column that contains the data (within the database) that you want to customize. The system will not take into account upper and lower case letters. Example If you want to use the field "name_surname", which is contained in the contact profile (database), the correct way to write the personalization would be: <name_surname> If, on the other hand, you type <*nameFew readersMake News Module Guide
Manage the pieces/newsletter in this menu. Its different sections allow you to create mailing campaigns and design the newsletters that the audience will receive. Create Campaign Before you start designing a piece, create a Campaign. Go to the menu Create News Select Create Campaign Write Name and Description: It can be the same for both. It is used to identify the campaign that will be sent. Select Start/End Date: (Optional) Set how long the campaign will last. Enable CPFew readersHTML Tips Guide
Specifications, design and assembly of HTML pieces General details: It uses HTML codes that are compatible with most email users. Email clients interpret HTML code differently, so it's important to stress the importance of code compatibility to use. Avoid using advanced HTML or CSS elements, such as JavaScript, animations, and transitions, as these may not be supported on all clients. The 4 main points to start putting together an HTML for Email Marketing are the following: Do not iFew readersHow to crate HTML newsletter
Create a Newsletter from an HTML code. Learn the details of this template option on the Icomm platform. Go to the Create News menu Select Create Newsletter Select the HTML template Select the Campaign that the Newsletter will be a part of and complete Name and Description Upon entering the editing panel, the following screen is displayed where the code should be added.  should assign new users the editor templates (parts) so they can see them. Go to the menu Create News Enter Assign Campaigns Select users from the dropdown list Check the campaign(s) you want tFew readersHow to assign newsletter templates
Use this option so that new users of the platform can access previously created templates. Find out how to carry out this process on the Icomm platform. ||| The general administrator (root) must assign the editor templates (pieces) to new contacts so they can see them. Go to the menu Make News Go to Assign Templates Select the user: from the dropdown list, choose who you want tFew readersHow to create Newsletter SMS
Create a piece for SMS shipments. Learn the details of this template option on the Icomm platform. Go to the Create News menu Select Create Newsletter Select the SMS template Before entering the editor, complete some important information: Select the Campaign to which the piece will belong Write Name and Description: for internal use (can be the same) Click the Continue button ![](https://Few readersHow to create QR codes automatically from the editor
On the Icomm platform, it is possible to generate personalized QR codes automatically and send them to your contacts through your email marketing campaigns. These QR codes can be used for different purposes, such as promotions, discounts, identity verification, among others. Next, we explain how you can create these QR codes from the Editor to create Icomm newsletters: Inside the Editor, drag the "Text" element to your email template. Select the "Fields" option  that you want to customize. The system will not take case into account. Example If you want to use the “first_name_last” field, which is contained in the contact profile (database), the correct way to write the personalization would be: <first_name_last> If, on the other hand, you write <namelastname> or anyFew readersGuide to List Newsletter
In this library are all the campaigns created in Icomm. Access the information of each one from this menu. Go to Make News Go to List Newsletter Search filter Use the filter to find the pieces created on the platform. Select Campaign Search for the pieces by the name of the campaign. Newsletter Look for the part by its name on the platform. **Start Date - End DateFew readersHow to add HTML sections to a newsletter from the Editor
In Icomm, it is possible to customize newsletters by including sections in HTML directly from the Editor. This allows you to combine static elements, such as headers and footers, with dynamic sections coded in HTML. Below is the step by step to add HTML sections to a newsletter from the Icomm Editor. Drag the Text piece to the work area Locate the "Text" piece in the Editor area where you want to add the HTML section of the newsletter.  that you want to customize. The system will not take case into account. Example If you want to use the “first_name_last” field, which is contained in the contact profile (database), the correct way to write the personalization would be: <first_name_last> If, on the other hand, you write <namelastname> or anyFew readersHow to change the language of the header and footer in an Icomm newsletter
Customizing the language of the header and footer of your newsletters is an important step to ensure effective communication with your audience. Follow these simple steps to change the language when creating a newsletter. Before you start creating the piece from the Editor or HTML template. Head to the settings menu on the right side of the screen. Locate the Language option Scroll down the right side menu until you find the language selection option. This is located just below the PlainFew readers
Delivery configurations
How to negativize profiles
This function is very useful to carry out audience segmentation and prevent your shipments from entering the spam folder or being bounced by the delivery service. Step by Step To make a database negative, perform the following steps on the platform when configuring a new shipment In the Profiles and Audience tab: Select the database (Regular Profile) to which you want to send. Select a *Some readersHow to create and configure a Winback campaign
Winback campaigns are a strategic practice to recover inactive users and reactivate their interest. It is common for between 20% and 60% of your database to be down at any given time, therefore these actions can be highly effective. Preparation before the campaign Before starting your Winback campaign, it is important to do proper preparation. Some key tips: Proper timing: Reactivation campaigns are usually more effective when carried out before high-impact events. It is advisable toFew readersHow to make A/B testing
Sending an email is an important task in any email marketing strategy. But how do you know what is the most effective subject to get users to open and read the email? The answer is AB Testing. Icomm has the Multiple Subject function that allows sending a shipment with several subjects and selecting the one with the best performance. Here's how to make an AB Testing submission on our platform: Go to Delivery Configurations module Enter New Configuration Complete **Delivery ConfFew readersNew Configuration: how to schedule shipments
Configure the sending of an email marketing campaign. Follow these four steps to schedule the delivery of your communication. Step by Step Go to Delivery Configuration The initial screen shows the list of shipping configurations made on the platform. Select New Configuration Complete the next 4 steps toFew readersHow to Schedule SMS Sending
Configure the sending of an SMS campaign from the Icomm platform. Go to Delivery Configuration menu Enter New SMS Configuration Complete the information in the three following tabs: Delivery Configuration Data Configuration name: internal character name to identify the configuration within the deliverFew readersShipping partition
Shipping partition Icomm offers a variety of features to maximize your marketing automation strategies. One such feature is partitioning, which allows users to split their databases into smaller segments and send emails to each segment at different times. This option is available on the Shipping Options tab within the Schedule Shipments module. There you will be able to Enable sending partition and configure its options to send in a partitioned manner to your contacts. Setting Once theFew readersHow to run campaigns with automatic sending in Icomm
Campaign automation plays a fundamental role in reaching your audience in a personalized and efficient way. With the Icomm platform, you can take advantage of various features to improve interaction with your customers and enhance your objectives. Here's an overview of the most popular automated campaigns you can implement with Icomm: Birthday Campaigns Automated campaigns for birthday greetings are one of the most popular automations. The goal is to send a message to each of your contacts oFew readersHow to make a test shippment
Icomm's platform allows for test shipments prior to production shipments. In this way, you will be able to anticipate any errors in the emails before they are sent to your databases. These test submissions can be sent to Test bases. | Ask the Customer Success team for assistance if you have any questions. Step by Step Once the newsletter is created, perform the following steps: Go to Delivery Configuration section and select New Configuration option Select the campaign and thFew readersHow to set up automatic repeat shipments
If you are looking to automate your email marketing shipments, Icomm offers you the option of scheduling repeat shipments. This function allows you to automatically repeat the delivery every certain period of time (hours, days or months), so that your audience receives your messages periodically. To enable this option, you must first complete the sending configuration data and select the profiles and audiences that will receive your emails. Then, you can activate the repeat shipping option onFew readersHow to automate We miss you campaign
Do you want to keep your customers engaged and reactivate those who have been inactive? Icomm offers you an effective solution for this: schedule automatic newsletter shipments to encourage user repurchases. In this article, we will guide you step by step to set up this campaign. Create virtual profile First you must segment the audience to which the campaign will be directed. We suggest scheduling automatic shipments that impact consumers X days after their last purchase, inviting them to pFew readersHow it works and when to use Engagement Control in Icomm
Engagement control in Icomm is a functionality that allows contacts to be negative based on the level of interaction (engagement) that users have had with the shipments. The following explains how it works and in which cases this tool can be used. How does Engagement Control work? Engagement Control is an alternative way to negativize contacts in Icomm. Instead of completely excluding them from the lists, this process ranks them according to their level of commitment to the shipments maFew readersHow to use the Delivery Frequency Control
Sending frequency control is an Icomm feature that allows you to control the number of emails that are sent to contacts in a given period of time. With this function you will be able to moderate the sending of emails to your databases and avoid generating spam or even triggering bounces by the email provider. In addition, sending frequency control can also help improve the effectiveness of email marketing campaigns by sending messages to recipients at opportune and relevant moments. On the IcoFew readersList Configuration Guide
This menu contains all the shipping settings made by the user. Access a quick and detailed view of each one in this section. Go to Delivery Configuration module Enter List Configurations The platform provides a list with the details of each configuration. In addition, with the light blue button located next to each one you can perform some advanced actions. Configurations are displayed in orderFew readersHow to customize Subjects/Preaheaders in shipments
The Icomm platform allows you to customize the subject and preheader when configuring the sending. Select Profiles and Audience Enter the Delivery Configuration section and select the profiles you want to impact from the Profiles and Audience tab Customize the subject When creating the configuration, in the Configuration data tab, use the tool-shaped icon next to the Subject field Select Custom Subject . 1. Create Virtual Profile Create the virtual profile thatFew readersHow to set up an Abandoned Cart resend
The conversion of visitors into buyers is a constant priority in email campaigns. In this guide, we will show you how to set up automation to recover abandoned carts. That is, an email marketing campaign to encourage your customers to complete the purchase they did not finish on the website. Abandoned Cart Resend This strategy adds an additional step of great relevance. Those users who have already received our first email and, nevertheless, have not completed their purchase, will once againFew readersHow to create an automated First Purchase campaign
An effective strategy to maximize user experience and foster loyalty to your brand is through automated first-purchase campaigns. These campaigns are designed to impact users who have made their first purchase by offering them personalized deals and building a strong connection from the start. Additionally, it encourages repeat purchases. Create Virtual Profile The crucial first step in setting up an automated first-purchase campaign is creating the virtual profile. This profile ensures thatFew readersHow to create an automated Cross Selling campaign
Implementing effective strategies is essential to boost sales and maximize customer retention. Cross selling, a technique that involves offering complementary products or services based on customer preferences and purchasing behavior. In this article, we will guide you through creating an automated cross-selling campaign on the Icomm platform. Campaign Preparation Product/Category Identification: Identify the products or categories you want to showcase in the A shipments.Few readersPreconfiguration for automated submission
Before creating a New Automated Shipping Flow, it is necessary to carry out the following previous actions: Upload to the platform all the pieces (newsletters) that will be sent to the contacts. Modify the name of the labels (links) to later configure the triggers or call to action of the piece. | Maintain organization to avoid confusion. | Name the parts to be used for the flow with numbers or order indicators. | Name the buttFew readers
Live results
Google Analytics 4: how to see billing by product
With Google Analytics 4 (GA 4) it is possible to obtain detailed information about the products purchased on the site and the billing generated through the icomm email marketing channel. Access the Monetization menu Select the option Ecommerce Purchase This configuration will allow you to observe the conversions generated by each product disseminated through the email channel.  you can get valuable information about the most visited pages on a website. This may be relevant when recommending the location of the Notifications Hub tools. In addition, it is also possible to view which were the most visited pages according to the traffic channel. Identifies the most visited pages in GA4 Access the main menu Reports and select Life cycle Select the Engagement setting Select the option Pages and screens , you can get a detailed view of this data through a simple process. Identifies traffic and billing channels Access the Report menu in your GA4 account Select the Acquisition setting Enter the option Traffic acquisition Add the filter: Session source/medium  of your email sends, Icomm also provides the option to download more detailed reports in CSV files. Accessing these results is a simple process that allows you to gain valuable insights into the performance of your email marketing campaigns. Here are the stepsFew readersHow to access the Heat Map, what is it for? (Click Heatmap)
This function allows you to analyze the design of the Newsletter and in which sections the users make the most clicks. This information will help to make strategic decisions, such as adding a button with a clearer or more striking call to action, including the call to action directly in the main banner, etc. STEP BY STEP Enter the Live Results panel Access the special menu with the blue arrow next to the settings 3.Select the Heatmap option  you can obtain relevant information about the automatic delivery flows configured from the Icomm platform. Identifies automatic shipping flows in GA4 Access the main menu Reports and select Life time Select the Monetization setting Select the option Ecommerce purchase From the Button + add the filter: **First userFew readersGoogle Analytics 4: How to see the conversions generated by Icomm
In GA 4 it is possible to track and analyze the conversions generated by Icomm's email marketing campaigns. Next, we explain the procedure to view the GA4 dashboard that will show you the conversions of the campaigns executed from our platform. View the conversions generated by Icomm From the main menu access the configuration of Acquisition Select the option Traffic Acquisition Filter the campaigns that contain the name of Icomm In the search bar at the top of theFew readers
Settings menu
My Account Guide
The MY Account menu offers information about your Icomm user account. In this section you can consult account identification data, available credits, billing and scripts. Access Go to the Settings menu Select the My Account option My account ApiKey and Domain In this section you can find the ApFew readersHow to change the user password in Icomm
Follow these instructions to change the user password on the Icomm platform. Enter the Settings menu and select the List users option Select the user whose password you want to change. Once the user is located, select the Advanced Options menu Select the Update option  Partners Editor Visualizer 
The Icomm platform allows you to observe the number of Marketing and Transactional email shipments made from the platform. Step by Step Enter the Settings menu Select the My Account option Access the Billing tab Select the period of dates for which you want to check the shipments madeFew readersHow to modify user data in Icomm
The Icomm platform allows you to modify user data when necessary. To do this, follow a simple procedure outlined below. Access the Settings menu. Select the List Users option. Locate the user you want to modify in the list. Click on the blue arrow-shaped button next to the user. Select the Update option. . However, they may grant permissions to access said information. (See below) In the following graph you can see an inverted pyramid that indicates the hierarchy of user access. ![](https://storage.crisp.chat/users/helpdesk/website/e4b41ef8ae96c800/graFew readers