Documentation

Guide

Build an Omnichannel Strategy

A high-performing omnichannel strategy relies not only on orchestrating channels but also on using intelligent tools. Discover how these features lighten your workload while increasing the relevance and impact of your communications.

Guide

Customer Loyalty

Learn how to create consistent, personalized, and engaging customer experiences that strengthen brand loyalty and drive long-term growth.

Guide

Customer Engagement

Customer Engagement: Building an Omnichannel Strategy That Delivers Results. A strategic guide to help you understand the pillars of client engagement and build a strategy that combines personalization, automation, and omnichannel orchestration.

Guide

Scattered Customer Data

Scattered Customer Data: A Silent Threat to Your Performance. A strategic guide to help you understand the impact of scattered data on your results — and how to centralize your information to finally take action.

Guide

Save time on your marketing actions

Discover how to centralize, automate your campaigns, and personalize your messages to save time and improve your marketing results.

Guide

Regain control over your conversion performance

Are your automations performing at their full potential? The basics are in place — welcome emails, cart reminders, seasonal campaigns… and yet, results remain flat.

Guide

Cloud Act

Is your data truly protected? A comprehensive guide to understanding the risks of the Cloud Act and securing your strategic information.

Guide

Maturity Grid

Identify your marketing personalization level with the Maturity Grid. Download the free guide from Dialog Insight and Numea to build a concrete action plan and boost your performance through strategic personalization.

Guide

Dialog Insight – Buyer’s Guide

Discover Dialog Insight's buyer's guide to find the ideal marketing platform. Compare solutions, explore key features, and make an informed decision. Download it for free!

Guide

Compliance and Data Privacy for Businesses

Discover practical guidance on compliance and data privacy for businesses. Learn how to navigate regulations like Quebec's Law 25 and the GDPR, and prepare your marketing strategies for the future of data portability and the end of third-party cookies.

Guide

16 Key Email Templates: Your Step-by-Step Guide to Success

Discover our exclusive guide with 16 proven email marketing templates and transform your campaigns! Optimize your results with tested strategies and an approach focused on the success of your communications

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Testing your marketing campaigns: the key to success

Learn more about the different marketing tests and their benefits.

New at Dialog Insight

Every message, on the right channel, at the right time — automatically.

What if your campaigns could find on their own the ideal channel and the perfect moment to generate more impact?With Smart Channel and Omnichannel STO, your campaigns become more engaging and more effective: