Dotdigital

An introduction to what the platform can do and how it works.

Dotdigital Personalization system overview

Learn how to set up Dotdigital Personalization before you can start using the platform.

Basic account configuration

Learn to choose and set up effective message templates for abandonment events.

Set up cart and browse abandonment messages

Triggers are actions that you define in Dotdigital Personalization to allow you to create messaging tailored to visitor data and behavior.

Understand triggers

Custom triggers allow for communications based on visitor actions outside of traditional ecommerce behavior.

Custom triggers

Trigger programs control which real-time messages get sent and when.

Introduction to trigger programs

Configure the options for cart and browse abandonment, and purchase complete trigger programs.

Create a trigger program

Configure the content and understand permissions for triggered SMS messages.

Set up SMS triggers

SmartBlocks are blocks of real-time, personalized content you can use in emails and on web pages and apps.

Get started with SmartBlocks

Identify more visitors, earlier in their journey, to unlock stronger triggered messages, smarter recommendations, and richer on‑site personalization.

Optimize visitor identification and personalization

Explore data about your visitors, triggers, SmartBlocks and more.

Reports overview

Get to grips with the fundamentals of Dotdigital Personalization.

Get started

Developer hub

Training portal

Contact support

Go to Personalization

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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