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User Guides API Reference & Developer Guides Interactive Guides Operational Status Release Notes

User Guides API Reference & Developer Guides Release Notes

User Guides API Reference & Developer Guides Interactive Guides Operational Status Release Notes Log In To Simon

User Guides

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Simon 101

User Guides - Quick Start

How to Use this Knowledge Base
Ingestion and Egress
Simon 101

Tools

Simon Cards
Global Search
Tags
- Naming conventions and tagging best practices
Alerts & Status
Campaign Safety Settings
Data Explorer
Unified Contact View
Support Center
Trait Syncing
- Contact Traits Reporting
Migrate to Simon Data Feeds

Datasets

Datasets Overview
Create a new Dataset
Edit an Existing Dataset
Archive a Dataset
Contact Identity, Contact Data, Attributes & Aggregates, and Contact Segment Datasets
Contact Data Datasets
Contact Event and Object Datasets
Lists
Contact event lookback period
Dataset validation
Dataset lineage
Field configuration
Complex Events Processor Trigger (Database Triggers)
Real-time Content
Datasets Best Practices

Segments

Segments Overview
Build a segment (segment criteria)
Manage a segment (edit, copy, delete)
Export a segment
Review segment details and performance
Event-Based Segmentation
Data Dictionary
Segment Prioritization Lists

Flows

Flows Overview
Flows - Beta
Send a one-time message
Recurring Flows
Send windows
Rule-Based Branching
Multivariate Experiments
Edit and export Flows
Streams Actions
Sync Status
Flow Delivery Metrics
View Link Activity
Abandonment Event Logic

Simon Journeys

Simon Journeys Overview
Create or Edit a Journey
Journey History
Journey Reporting
- Campaign Metrics: Journeys
- Journey Step Metrics
Journey Node Unique ID
1:1 Coupon Assignment for Blasts

Custom Context

Content errors
Custom context common uses
Custom context basics
Custom context expressions
Content blocks
Lookup tables
Use event data from triggers
Use contact event content
Event properties
Skip action for a contact
Simon templates
Jinja
- Complex Jinja patterns
- Jinja Generator

Identity

Next-Gen Identity

Simon Mail

Simon Mail Overview
Subscription Management
Drag and Drop Editor
Convert Drag and Drop Templates to HTML
Drag and drop templates in Event Triggered Flows
BCC Settings
Deliverability Insights
Deliverability Best Practices
Heat Maps
Include preheader text
Simon Mail Channel Action
Simon Mail event webhook event definitions
Custom Headers

Channel Actions

Channel Actions Overview
- Flows and Channel Actions: How They Work
Airship
- Send Push Notification To Contact Using Airship
- Tag Contact Using Airship
Attentive
Braze
- Sync Simon Segment Attribute
Criteo
- Criteo Authentication
Dynamic Yield
Facebook
Google Ads
Iterable
Klaviyo
OneSignal
Microsoft Advertising
- Sync Contact to Custom Audience
Oracle Responsys
Outbound Webhooks
Pinterest
Salesforce Marketing Cloud (SFMC)
SFTP
- Send File (via SFTP) and Send File (via S3)
Google Analytics tracking values
BCC SendGrid messages
Bypass SendGrid subscription preferences
Simon Mail and Sendgrid Engagement Metrics
Simon Mail
Snapchat
SparkPost
- SparkPost Authentication
TikTok
The Trade Desk

Reporting

Reports
Create results
Understand results
Campaign Metrics
- Campaign Metrics: Journeys
- Campaign Metrics: Flows
Experiment results
Usage Metrics
Deliverability Insights

Simon Add-Ons

Simon Enrich+
Simon Match+
Simon Predict
Simon Identity+
- Identity+ Simon Signal Integration

Account Administration

Manage Users and Access
Security
Fair Usage

Best practices

Lifecycle Marketing
Cost Optimization
New Customer Welcome Experience
Lifecycle Email Marketing
Adapting to the COVID-19 Pandemic

Security

Report a data breach
Multi-Factor Authentication
Single sign on (SSO) setup
Sub-Processors and Sub-Service Organizations
Privacy Requests
Rotate AWS Access Keys
Privacy API
VPC Peering (Redshift/EC2)
SSH Tunnel

Connected deployment

Composable User Guides

Simon 101

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Updated 10 months ago