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User Guides - Quick Start

  • How to Use this Knowledge Base
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Datasets

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  • Create a new dataset
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  • Contact Identity, Contact Data, Attributes & Aggregates, and Contact Segment Datasets
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  • Lists
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  • Dataset validation
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  • Field configuration

Segments

  • Segments Overview
  • Build a segment
  • 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
  • Send a one-time message
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  • Send windows
  • Rule-Based Branching
  • Multivariate Experiments
  • Edit and export flows
  • Streams Actions
  • Sync contacts and configured metadata via webhooks
  • Sync Status
  • Flow Delivery Metrics
  • View Link Activity

Simon Journeys

  • Simon Journeys Overview
  • Current Journey Membership

Simon Journeys Two

  • Simon Journeys Two Overview
  • Create or Edit a Journey
    • Journey Settings and Entry Criteria
    • Delays
    • Splits
    • Finalize and Publish a Journey
    • Journey Versions
    • Actions
    • Stop a Journey
  • Journey History
    • Journey History Metadata
    • Table Fields
    • Example Queries
  • Journey Reporting
    • Campaign Metrics: Journeys
    • Journey Step Metrics

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

Next-Gen Identity

  • Simon Identity+
  • Identity+ Simon Signal Integration

Simon Mail

  • Simon Mail Overview
  • Subscription Management
    • Manage Subscription Lists
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  • Drag and Drop Editor
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  • Deliverability Insights
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  • Heat Maps

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
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  • Iterable
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    • Send Triggered Email To Contact
    • Sync Contact to Profile Extension Table (PET)
    • Add to and Update Profile Extension Table (PET)
  • Outbound Webhooks
    • Make a Webhook Call
    • Test Webhook Payloads
    • Webhook Payload Examples
    • Webhook Best Practices
    • Integrate with TikTok via Webhook
  • Salesforce Marketing Cloud (ExactTarget)
  • SFTP
  • Google Analytics tracking values
  • BCC SendGrid messages
  • Bypass SendGrid subscription preferences
  • Sendgrid and Simon Mail Engagement Metrics
  • Simon Mail
  • SparkPost

Reporting

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

Simon Predict

  • Simon Predict Overview
    • Churn Prediction Model
    • Purchase Prediction Model
    • Second Purchase Propensity Model
    • Product Recommendation Model
  • Simon Predict Examples
    • Streamline Your Workflow
    • Increase Conversion Odds
    • Make Your Ad Spend Go Further
    • Reduce Churn and Increase Retention

Account Administration

  • Manage Users and Access
  • Security

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

Segments Overview

Suggest Edits

Segments allow you to choose a group of contacts based on a variety of traits.

GoalRead
Search contacts
View contact details
Unified Contact View
Build new segments
Understand segment parameters
Build a segment
Edit, copy, organize, or delete segmentsManage a segment
Use a segment outside SimonExport a segment
Compare segmentsCompare segments
Create segments based on specific events, like order value or abandoned cartEvent-based segmentation

Updated 2 days ago


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