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User GuidesAPI Reference & Developer GuidesRelease Notes
User GuidesAPI Reference & Developer GuidesInteractive GuidesOperational StatusRelease NotesLog In To SimonLegacy Guides
User Guides
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Notifications and Alert History

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
    • Action Panel
    • Notifications and Alert History
    • Operational Status Updates
    • Contact Data Pipe
    • Event Visibility
  • 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 Settings and Entry Criteria
    • Delays
    • Splits
    • Event based branching
    • Finalize and Publish a Journey
    • Edit a Node of a Live Journey
    • Journey Versions
    • Actions
    • Stop a Journey
  • Journey History
    • Journey History Metadata
    • Table Fields
    • Example Queries
  • 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
    • Identity-Providing Datasets
    • Identifiers & Business Rules
    • Identity Operations

Simon Mail

  • Simon Mail Overview
  • Subscription Management
    • Manage Subscription Lists
    • Create New Subscription Lists
    • Customize Subscription Center
    • Programmatic Updates to the Subscription Center
  • Drag and Drop Editor
    • Template settings
      • Configuring a New Sending Domain in Simon Mail
    • Message Settings
    • Rows and Columns
    • Content Types and Settings
    • Common Formatting Properties
    • Reusable Content Blocks
    • Insert Links
    • File Manager
    • Images
    • Preview dynamic content and send test emails
  • Convert Drag and Drop Templates to HTML
  • Drag and drop templates in Event Triggered Flows
  • BCC Settings
  • Deliverability Insights
  • Deliverability Best Practices
    • View email headers
    • Authenticate your emails properly
    • Understand Opt-In Consent
    • Ensure Compliance in Email Marketing
  • 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
    • Send SMS to contact
    • Trigger Attentive Journey From Simon
    • Send file to Attentive
  • Braze
    • Sync Simon Segment Attribute
  • Criteo
    • Criteo Authentication
  • Dynamic Yield
  • Facebook
  • Google Ads
    • Add Contact To Customer Match Audience
    • Remove Contact From Customer Match Audience
    • Sync Contact to Customer Match Audience
  • Iterable
    • Sync Contact Content
    • Sync Contact to List
    • Trigger Workflow
  • Klaviyo
  • OneSignal
  • Microsoft Advertising
    • Sync Contact to Custom Audience
  • Movable Ink
  • Oracle Responsys
    • Send Triggered Email To Contact
    • Sync Contact to Profile Extension Table (PET)
    • Add to and Update Profile Extension Table (PET)
    • Upsert to Profile Extension Table (PET)
  • Outbound Webhooks
    • Make a Webhook Call
    • Test Webhook Payloads
    • Webhook Payload Examples
    • Webhook Best Practices
  • Pinterest
  • Salesforce Marketing Cloud (SFMC)
    • Overwrite Data Extension
    • Sync Contact to Data Extension
    • Sync Contact to List
  • 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
    • Sync contact to custom audience
    • Add to custom audience
    • Remove contact from custom audience
  • 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
    • Churn Prediction Model
    • Purchase Propensity Model
    • Second Purchase Propensity Model
    • Product Recommendation Model
    • Lifetime Value (LTV) and Future Revenue
    • Engagement Index
    • Simon Predict Examples
      • Streamline Your Workflow
      • Increase Conversion Odds
      • Make Your Ad Spend Go Further
      • Reduce Churn and Increase Retention
  • 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