Ascent360 Client KnowledgeBase
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Getting started guide
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Glossary
Getting started guide
Getting Started: Platform Orientation
Getting Started for New Clients: 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
Send to a List
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 Designs
Web Scrape FAQs
Create Snow Report Emails
Email Design Statuses Explained
Email Deliverability
Engagement Filters
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?
File Management
File Manager
Landing Page Builder
Landing Page Builder Technical Setup Details
Landing Page FAQs
Marketing Campaigns
Marketing Campaign Overview
Revenue Attribution
Email Attribution: What it is and how it works
Revenue Attribution
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?
Preference Center
Preference Center Overview
New
Using Preference Center With An Email Signup Form
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 Privnote
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
Support
Access help from within the Ascent360 Platform
Create a Support Ticket
Time with a Specialist
Chat Support
Client Onboarding & Support Model
Additional Products and Services
Webinars
March 2024 Webinar - Building Proficiency in Audience Builder
February 2024 Webinar - Hospitality Playbook
May 2023 Webinar - Ski Playbook Webinar Resources
February 2023 Webinar - Reporting & How to Measure Success
November 2022 Webinar - Email Best Practices & Re-engagement
August 2022 Webinar - Crawl, Walk, Run: Jumpstart Your Marketing
Releases & Announcements
New Sending Requirements for Gmail & Yahoo
How to Verify DMARC
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
August 2022 Release
Using the Campaign Wizard
The Manage Campaigns Page for Ascent360 Email Users
8/2/2022 Release - Terminology Updates
8/2/2022 Release - Important Account Changes
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
What Happens When I Disconnect My Source System Data?
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Data and integrations
Integrations
Outbound Integrations
Facebook
Acoustic
Google Ads
