Question 1

Create or import a basic contact list

Accepted Answer

You can read the article below or watch the video tutorial

To start sending emails or SMS from your conversations, you have first to create a contact list with at least the email or phone numbers of the people you want to contact. You can watch this video on Vimeo or read the step by step below.

From the Home screen, click on the Contact Manager application icon

click on the Contact Manager application icon

Click on New Contact List

click on new contact list

In the next screen you get a basic Contact List configuration. Give a name your Contact List and click on Create.
Click on “Import” to import your list or you can also add the data manually by clicking on “New Record".

Click on "Upload" and then on "Browse" to upload a CSV or an Excel file from your computer.

Click on the blue "Import" button

![](https://storage.crisp.chat/users/helpdesk/website/20c17c74d739e400/screen-shot-

Question 2

Start sending emails

Accepted Answer

You can read the article below or watch a video tutorial

To create and send a message (or series of messages) via email, go to the Conversation Manager.

Create a new Conversation.

Select the email channel or an empty conversation, name your conversation and select your contact list or just skip that step and click on create.

Click on the start button.

Add an Email Node to your conversation.

You have then a new Email Node called New Step. Double click on the New Step and the Email Editor window appears.

Add the sender name, the sender email and the Email subject. Add content to your email by writing, copy/pasting or selecting a template.

The sender's email must be added to the senders list before it can be selected from the dro

Question 3

Configure the SPF for your domain

Accepted Answer

You can read the article below or watch a video explanation

Before sending emails from DANAConnect, SPF configuration is required to authorize DANAConnect's servers to send emails on behalf of your company's domain name. Sender Policy Framework (SPF) is an email validation system designed to prevent email spam by detecting email spoofing, a common vulnerability, by verifying sender IP addresses. SPF allows administrators to specify which hosts are allowed to send mail from a given domain by creating a specific SPF record (or TXT record) in the Domain Name System (DNS). Mail exchangers use the DNS to check that mail from a given domain is being sent by a host sanctioned by that domain's administrators.

In simple terms by creating an SPF record, you are authorizing DANAConnect to send emails with an @yourcompany.com email address.

| To know which configurations you should make for your domain, visit our SPF configuration tool: https://ws01.danaconnect.com/validDNS

||| Emails sent from DANAConnect may be marked as SPAM by your customer's email servers if you skip this step|||

Question 4

Adding Filters - Bounced Email filter

Accepted Answer

The bounced Email filter allows you to mark directly in a field in your database those email addresses that bounced and the reason why they bounced.

When activating a conversation, DANAConnect allows you to add a filter to your communications, so you can take action after the filter, like, for example, sending through another channel or updating your contact list with information that identifies the reason why the email bounced.

To use this filter, you must follow the next steps:

Enter the Conversation Manager

2.Access a conversation or create a new one

Create at least two nodes in a conversation so the funnel icon appears in between the two nodes

Click on the filter funnel icon and add a Email bounced filter for 1 time recurrence and click on save. The nodes that you add after that filter will only be executed in the case that the email actually bounces.

After you add the email bounced filter the filter funnel icon will change into a Envelope with a yellow alert sign.

It is possible to update your contact list with dynamic i

Question 5

Start sending SMS

Accepted Answer

You can read the article below or watch a video tutorial

To create and send a text message (or series of messages) go to the Conversation Manager

Create a new Conversation

Select the text message / SMS channel or an empty conversation, name your conversation and select your contact list or just skip that step and click on create.

Click on the start button and the node selection window appears

Add an SMS Node to your conversation

You have now a new SMS Node called New Step. Double click on the New Step and the SMS Editor window appears.

Add content to your SMS by writing, copy/pasting or selecting a template.

You can add dynamic content pulled from the contact list with labels inserted in your message to personalize it. See How to add d

Question 6

How to activate a Conversation

Accepted Answer

Once you are done editing your conversation, close the node your were working in and click on Activate.

Click on select to select the contact list

Select the contact list you want to use for this communication

The system will try to make an automatic mapping of the fields that have similar names.

The fields on the left column are the ones you are using in your messages, and the fields on the right column corresponds to fields in the contact list you selected. In some cases, the system wouldn't find an equivalence in the names, so you have to make the mapping manually.

5. Select the type of service for your Conversation. In most cases the type of communication is Marketing, but it could be Transactional communications, Billings, Mandatory communications, etc.

Select the date and time of activation.The most used is Immediate Sending, but you can activate also by programming a future date and time, periodically or by a Webservice (Webservice activat

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