Documentation
Read documentation on the platform modules
AI
App Channel
Advanced
Alerts
Assets
Channels
Conditions
Data
- All You Need to Know About Data Models
- How to Clear Activity Data
- How to Clear Global Data
- How to Clear Global Data Table Fields
- How to Clear One-to-Many Data
- How to Clear Person Data
Data Lookups
Email Editor
- Understanding a Subject Line Test
- How to Insert Personalised Text Into an Email, Print, Portal, or Advisor Page
- How to Work with Email Attachments
- Adding a Personalised Default First Name
- How to Insert a Promotion in an Email Subject Line
- How to Preview an Email
Events
Flows
- All you need to know about Flow Executions
- All You Need to Know About Flows
- All You Need to Know About Steps
- Creating a Batch Execution
- Creating a Random Split Flow
- How to Activate a Deactivated Flow
Import/Export
- How to Import in the Agillic UI
- How to Export a Global Data Table
- How to Do a GDPR Export
- How to Create an Import File
- How to Set up WebDAV
- How to Create an Activity Export
Media Browser
Portals/Questionnaires
- Testing an Advisor Page
- Setting up an Advisor Portal
- Understanding Portal Pages and Web Portals
- How to Create a Web or Advisor Portal Page
- How to Test a Portal Page
- How to Create a Questionnaire
Promotions
Publish
Reports
- How to Report on Application, Client, and Device Distribution
- How to Calculate your Total Sent of SMSs
- How to Create a Report
- How to Create a Recipients Export
- How to Create a Report on a Subject Line Test
- Understanding Email Bounces
Settings
- All You Need to Know About Agillic's ETL Service
- All You Need to Know About Brands
- All You Need to Know About Email System Settings
- All You Need to Know About Person Data Settings
- All You Need to Know About the Clean Up feature
- All You Need to Know About the Privacy Protection Feature
Side Effects
SMS
- How to Insert Personalised Text in an SMS
- Testing How Many Message parts an SMS is
- How to Insert a Promotion in a SMS
- Understanding How SMS Characters are Calculated
- Testing an SMS in the Channels Module
- How to Create an SMS
Integrations
Target Groups
- How to Calculate the Population of a Target Group
- Understanding How Recipients are Blocked
- Investigating a Recipient
- How to Create a Test Recipient
- How to Edit Recipient Data
- All You Need to Know About Target Groups