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Ascent360 Client KnowledgeBase

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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
      • Overview
      •  Creating an Audience
      • Audience Building Best Practices
      •  Export an Audience to a File
      • Field Types
      • Create an audience of "non-openers" of an email
      • Export Contacts
      • Export Contacts to a Direct Mail file
      • Email Behavior Data in Audience Selector
      •  Build an Audience from Form Submissions
      • Using "Advanced Query" in Audience Selector
      • Update a Recurring Audience Using the Source Name Field
      • Complex Audience Builder (Advanced Topic)
        • How Audience Builder and Complex Audience Builder Work Together to Create Complex Queries
        • CDP Hygiene
      • 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"?
      • 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
        • Webhook-Triggered Emails
      • 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
      • Email Deliverability
        • New Sending Requirements for Gmail & Yahoo
        • Engagement Filters
        • How to Verify DMARC
        • DMARC Records
      • Email Settings
        • Email Settings Overview
        • Email Tracking Parameters
        •  Test Lists
        •  Seed Lists
      • 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
    • 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
      • Credits
        • Text Message Credits
        • Credit Usage Page
      • Best Practices & FAQ
        • How to Start & Grow Your SMS Marketing
        • SMS Glossary
        • Key SMS Campaigns
      • Training Videos
        • Ascent360 SMS Demo Video
        • Getting Started with SMS Marketing
      • SMS Keywords
        • SMS Keywords (Text-to-Join)
    • Preference Center
      • Preference Center Overview
      • Using Preference Center With An Email Signup Form
    • File Management
      •  File Manager
    • Landing Page Builder
      •  Landing Page Builder Technical Setup Details
      • Landing Page FAQs
    • Marketing Campaigns
      • Marketing Campaign Overview
      •  Using the Campaign Wizard
      • The Manage Campaigns Page for Ascent360 Email Users
      • Revenue Attribution
        • Email Attribution: What it is and how it works
        • Revenue Attribution
      • Date Triggered Campaigns
        • Date Triggered Campaigns Overview
        • Hospitality Pre-Arrival Campaign
        • Product Pre-Arrival Campaign
    • Customer Lookup
      •  Customer Lookup
    • Data Dictionary
      • Making Edits in Data Dictionary
      • Data Dictionary (For Reporting Users)
    • Web Tracking Data
      • How to build audiences using web tracking data
    • Platform FAQs
      • What time zone does the platform display?
      • Where did Campaign Manager go?
  • Reporting
    • Email Reporting
      •  Email Reports
      • Email Bounces
      • View or Download Email Unsubscribes
    • Database Reporting
      •  Database Overview
      • RFM (Recency, Frequency, Monetary) Scores
      • Top and Bottom Customers
      • Demographics
      • Geography Reporting
      • Contactability Reporting
      • Data Quality Page
    • Email Revenue Reporting
  • Data and integrations
    • Data Security
      • Data Security Best Practices
      •  Open or Send a Secure Note
      • Right to be Forgotten Requests
    • Email Permissions
      • How Ascent360 defines email permission for contacts under CASL
    • Integrations
      • Inbound Integrations
        • How to Setup Lightspeed POS/Retail (R-Series) Access for Ascent360
        • How to Setup Lightspeed eCom (C-Series) Access for Ascent360
        • How to setup Shopify access for Ascent360
        • How to Setup BigCommerce Access for Ascent360
        • AscendRMS Integration Configuration and Troubleshooting
        • 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
        • How to Setup WooCommerce Access for Ascent360
        • Configure Automated File Transfer to Ascent360 Using WinSCP and Task Scheduler
      • Outbound Integrations
        • Facebook
          • Overview of the Meta/Facebook Integration
          • Allow Ascent360 Access to Your Facebook Ads Account
          • Facebook Ads Integration Requirements
        • 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
        • Google Ads
          • For Clients: Allowing Google Ads Access
    • Platform Architecture
      • Multi Brand Database vs. Single Brand Database
      • Ascent360 Aggregates
      • Data Hygiene and Matching Process
    • Webhooks
      • Webhook Data Collection
      • Webhook Setup - Technical Documentation
    • Web Tracking Pixel
      • Installing the Web Tracking Pixel
      • Using the Web Tracking Pixel
    • 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?
      • Updating Audiences with Year-Specific Source Name
    • Data Sources
    • Data Load Requests
    • High Level List of Features in the Ascent360 Platform
  • Account and billing
    • Billing
      • How to access the Billing Center
      • Add or update a credit card on file
      • How do I cancel my subscription?
    • 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?
  • Support
    • Create a Support Ticket
    • Time With a Specialist
    • Live Chat Support
    • Client Onboarding & Support Model
    • Additional Products and Services
    • Ascent360 Managed Services
    • Ascent360 Email Design Showcase
    • Custom Requests
  • Releases, Announcements & Webinars
    • Webinars
      •  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
      •  Ski Playbook Webinar
      • 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)
  • Client Onboarding & Support Model
  • Home

Platform features

Audience Builder

Email Designer

SMS Marketing

Preference Center

File Management

Landing Page Builder

Marketing Campaigns

Customer Lookup

Data Dictionary

Web Tracking Data

Platform FAQs

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