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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
        • 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"?
      • 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
        • How to Add a Countdown Timer to an Email
      • Email Deliverability
        • Engagement Filters
        • New Sending Requirements for Gmail & Yahoo
        • DMARC Records
        • How to Verify DMARC
      • 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?
    • Account Settings
    • 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
      • 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

    Account Settings

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