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Ascent360 Client Help Center

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  • Home
  • Glossary
  • Getting Started Guide
    •  Getting Started: Platform Orientation
    • Onboarding Checklist
    • Getting Started: Audience Builder
    • Getting Started: Designing an Email
    • Getting Started: Sending an Email
    • Getting Started: Detailed Email Report Statistics
    • Getting Started FAQs
      • Transfer Contact Lists into Ascent360
      • Why are my counts different than expected?
      • What is an "Individual" in Ascent360?
      • What is the difference between an individual, customer and a prospect?
      • Why Don't I See 100% of My Source System Data in Ascent360?
  • Platform features
    • Audience Builder (Segmentation)
      • Complex Audience Builder (Advanced Topic)
        • How Audience Builder and Complex Audience Builder Work Together to Create Complex Queries
        • CDP Hygiene
        • View or Edit Audiences within Complex Audience Builder
      • Audience Builder FAQ
        • How do I export a file to the Shared Folder?
        • How do I edit or rename an audience?
        • Refreshing Counts: The Contactability Panel
        • What is "Send When Data is Available"?
      • OTA Proxy Emails
        • Overview
        •  Creating an Audience
        • Audience Building Best Practices
        •  Build an Audience from Form Submissions
        • Create an audience of "non-openers" of an email
        • Email Behavior Data in Audience Selector
        •  Export an Audience to a File
        • Export Contacts
        • Export Contacts: Saved Output Fields
        • Field Types
        • Export Contacts to a Direct Mail file
        • How to Build Lodging Pre-Arrival and Post-Departure Audiences
        • Using "Advanced Query" in Audience Selector
        • Update a Recurring Audience Using the Source Name Field
        • Use Your Hierarchy Export To Build Better Audiences
      • Email Designer
        • Initial Setup/Implementation
          • Sending Domain and DNS Records
        • Training Videos
          •  Email Training Videos
        • Using the Editor
          • Email Design Settings
          • Working with Rows, Content, and Settings
          • Optimizing Emails for Mobile
          • Working with Menus
          • Working with icons
          • Working with borders
          • Add Dynamic Content to an Email
          • Working with Videos
          • Working with HTML Content Blocks
          • Adding a background image to your emails
          • Using Merge Tags
          • Add Emojis to your Subject Line
          •  Add a Custom Unsubscribe Form to an Email Design
          •  Upload List Email
          • Accelerated Mobile Pages (AMP) for Email
          • How to Leverage Saved Rows in Email Designs
          • Use Check Design to QA Your Email Before Sending
          • Export HTML for an Email
          • Webhook-Triggered Emails
            • Webhook-Triggered Emails
            • Sending and Testing Webhook-Triggered Emails
            • Advanced Techniques for Webhook-Triggered Emails
          • Commenting
            • Commenting and Notifications in the Email Editor
        • Adding Content
          • Design Library
          • Link to a Landing Page from an Email
          • Template Library
          •  Send/Schedule an Email
          • Upload an Image
          • Web Scrape for Email DesignsUpdated
          • Email Design Statuses Explained
          • How to Add a Countdown Timer to an Email
          • HTML Email Importer
        • Email Deliverability
          • Engagement Filters
          • New Sending Requirements for Gmail & Yahoo
          • DMARC Records
          • How to Verify DMARC
          • Email Delivery Best Practices
        • Email Settings
          • Email Settings Overview
          • Email Tracking Parameters
          •  Test Lists
          •  Seed Lists
          • Email Template Quality Check Guidelines
        • Best Practices & FAQ
          • Overview: Email Design Best Practices
          • Basic Elements of an Email Template
          • Designing Responsive Emails
          • Image Sizing & Optimization
          • Preheaders Showing Extra Text or ?? in Gmail
          • Designing Emails for Dark Mode
          • Holiday Email Marketing Best Practices
          • Where is the opt-out link in my email?
          • How often does the platform Auto Save my email?
          • Available Fonts in Email Designer
          • Marketing Content in Transactional Emails for Hospitality
      • SMS Marketing
        • Getting Started with SMS Marketing
        • SMS Setup & Implementation
          • Setup & Verify a Texting Number
          • Texting "From Number" Types
          • Migrating an SMS Opt-in List
        • Texting Compliance
          • SMS - Ascent360's Guide to Texting Compliance
          • Prohibited Content in Text Messaging
          • What are Texting Quiet Hours?
          • Texting Privacy Policy and Terms of Service
          • Texting Compliance Keywords
          • Managing Permissions for Text Messaging
        • Using the Editor
          • Create a Text Message
          • Send a Text Message
          • Text Message Design Statuses
          • SMS Smart Encoding
        • Credits
          • Text Message Credits
          • Credit Usage Page
        • Best Practices & FAQ
          • How to Start & Grow Your SMS Marketing
          • SMS Glossary
          • Key SMS Campaigns
          • Welcome Triggers for Email and SMS
        • Training Videos
          • Ascent360 SMS Demo Video
          • Getting Started with SMS Marketing
        • SMS Keywords
          • SMS Keywords (Text-to-Join)
      • Customer Lookup
        •  Customer Lookup
      • Preference Center
        • Preference Center Overview
        • Using Preference Center With An Email Signup Form
      • File Manager
        •  File Manager
      • Landing Page Builder
        •  Landing Page Builder Technical Setup Details
        • Landing Page FAQs
      • Marketing Campaigns
        • Date Triggered Campaigns
          • Date Triggered Campaigns Overview
          • Hospitality Pre-Arrival Campaign
          • Product Pre-Arrival Campaign
        • Revenue Attribution
          • Email Attribution: What it is and how it works
          • Revenue Attribution
        • Marketing Campaign Overview
        • The Manage Campaigns Page for Ascent360 Email Users
        • How to Insert Unique Promo Codes in Your Campaigns
      • Data Dictionary
        • Making Edits in Data Dictionary
        • Data Dictionary (For Reporting Users)
      • Platform FAQs
        • What time zone does the platform display?
        • Where did Campaign Manager go?
      • Survey Builder
      • Reporting
        • Database Reporting
          •  Database Overview
          • RFM (Recency, Frequency, Monetary) Scores
          • Top and Bottom Customers
          • Demographics
          • Geography Reporting
          • Contactability Reporting
          • Data Quality Page
        • Email Reporting
          •  Email Reports
          • Email Bounces
          • View or Download Email Unsubscribes
        • PowerBI
          • How to Refresh Your Power BI Semantic Model
        • Email Revenue Reporting
      • Data and integrations
        • Data Security
          • Data Security Best Practices
          •  Secure Notes
          • Right to be Forgotten Requests
        • Email Permissions
          • How Ascent360 defines email permission for contacts under CASL
        • Integrations
          • Inbound Integrations
            • AscendRMS
            • BigCommerce
            • Cloudbeds
            • Lightspeed POS/Retail (R-Series)
            • Lightspeed eCom (C-Series)
            • Shopify
            • WooCommerce
          • Outbound Integrations
            • Google Ads
              • For Clients: Allowing Google Ads Access
            • LiveRamp
              • LiveRamp Integration: Overview + Requirements
            • Meta
              • Overview of the Meta/Facebook Integration
              • Allow Ascent360 Access to Your Facebook Ads Account
              • Facebook Ads Integration Requirements
            • Send Data into Social Channels
          • Bi-Directional Integrations
            • Acoustic
              • Acoustic - Activating your Acoustic ID
              • Acoustic - Login Changes
              • Acoustic - Preheaders Showing Extra Text
              • Acoustic - Using Database Fields to Personalize Emails
              • Acoustic - Unscheduling an Email
        • Platform Architecture
          • Multi Brand Database vs. Single Brand Database
          • Ascent360 Aggregates
          • Data Hygiene and Matching Process
        • Raptor Windows Service
          • Ascent360 Raptor Service Install & Uninstall Instructions
          • Ascent360 Raptor Service - How to Restart
          • Ascent360 Raptor Service - Technical Specifications, Communications Protocol, and Auto-Update
        • Webhooks
          • Webhook Data Collection
        • Web Tracking Pixel
          • Installing the Web Tracking Pixel
          • Using the Web Tracking Pixel
          • How to build audiences using web tracking data
        • Data and integrations FAQs
          • Does Ascent360 share data across clients?
          • Can Ascent360 pull customer information from a credit card at point-of-sale?
          • Does Ascent360 store credit card information in the database?
          • How do I access the Ascent360 SFTP?
          • How do I configure a dynamic date in an export?
          • What is a RFM Score?
          • Automated File Transfer via WinSCP & Task Scheduler
          • Updating Audiences with Year-Specific Source Name
        • Data Sources
        • Data Load Requests
        • High Level List of Features in the Ascent360 Platform
      • Account and billing
        • Account Settings
          • Account Settings - The Brand Tab
        • Billing
          • How to access the Billing Center
          • Add or update a credit card on file
          • How do I cancel my subscription?
        • Client Success Management
          • Client Success Management (CSM) Support SLA Policy
          • Understanding Billable vs. Non-Billable Support Hours
        • Offboarding
          • Download your data from Ascent360
          • Offboarding Checklist
        • Users & passwords
          • Request access for a new user
          • Disable a user account
          • Reset Your Password
          • Enabling Single Sign-on (SSO)
        • What Happens When I Disconnect My Source System Data?
        • Enabling BIMI for Email
      • Support
        • Create a Support Ticket
        • Time With a Specialist
        • Client Onboarding & Support Model
        • Ascent360 Email Design Showcase
        • Custom Requests
        • Troubleshooting Slow Queries in the Customer Data Platform
      • Releases & Webinars
        • Webinars
          •  2026-01 January Product Updates
          •  2025-12 December Product Updates
          • 2025-10 Email Deliverability Webinar
          •  2025-09 Product Updates Webinar
          •  Ski Playbook Webinar
          •  2025-07 Webhook Triggered Messages & Other Recent Enhancements
          •  2024-12 Getting Started with SMS
          •  2024-08 - Support Overview and ESP Deep Dive
          •  2024-05 - Data Enrichment Webinar
          •  2024-03 - Building Proficiency in Audience Builder
          •  2024-02 - Hospitality Playbook
          • 2023-02 - Reporting & How to Measure Success
          •  2022-11 - Email Best Practices & Re-engagement
          •  2022-08 - Crawl, Walk, Run: Jumpstart Your Marketing
        • Release Notes
          • 6-11-2024 Microsoft Issue Announcement
          • 2025 Release Notes - New Product Features, Bug Fixes, and Improvements
          • 2024 Release Notes - New Product Features, Bug Fixes, and Improvements
          • 2023 Release Notes - New Product Features, Bug Fixes, and Improvements
          • 2022 Release Notes - New Product Features, Bug Fixes, and Improvements
        • The European Accessibility Act (EAA)
        • Collecting Guest Information from Credit Card Transactions at Resort Restaurants
      • Home

      Platform features

      Audience Builder (Segmentation)

      Email Designer

      SMS Marketing

      Customer Lookup

      Preference Center

      File Manager

      Landing Page Builder

      Marketing Campaigns

      Data Dictionary

      Platform FAQs

      Survey Builder

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