Getting Started
Explore the possibilities of Selligent.
Our Getting Started documentation and video learning are structured into easy-to-follow steps, guiding you through Selligent's features and best practices, setting you up for success. Follow this curated on-demand learning path at your own pace.
Step 1Set Up For Success
Learn the basics of the product, onboard your team, and start to work with templates and reusable content.
01
Beginner
Meet Selligent
All Users
01
Beginner
An introduction to Selligent, an intuitive solution for message creation and personalization, automating campaigns, and boosting engagement
02
Beginner
Tour the Selligent User Interface
All Users
02
Beginner
Discover Selligent’s potential with a quick tour of the user interface
03
Beginner
Explore the Data Model
All Users
03
Beginner
Learn about the data model used and how this may impact design decisions
04
Beginner
Managing Lists and Contact Profiles
All Users
04
Beginner
Learn about the various types of Lists and how to create and manage the data within
05
Beginner
Messaging Channels Available to You
All users
05
Beginner
Learn about the different types of content for your campaign messages and how to create and design
06
Beginner
Efficient Email Creation
All Users
06
Beginner
Information on how to easily design an email, using the drag and drop interface
07
Beginner
Fast SMS Creation
All Users
07
Beginner
Details on how to create and design an SMS in a few steps
08
Beginner
Testing and Previewing Messages
All Users
08
Beginner
Why content testing is essential before sending
09
Beginner
Create your First Journey
All Users
09
Beginner
Create your first Single Batch Journey including your messages
10
Intermediate
Reusable Content Components
All Users
10
Intermediate
Learn how to design content once and reuse it later. Or, create new messages using a template or Quick Start
11
Intermediate
Users, Groups and Permissions
Admins
11
Intermediate
Learn how to create and manage users, user groups and permissions
Step 2Build Meaningful Connections
Grow your audience and build relationships with your customers
12
Intermediate
Localizing Messages
All Users
12
Intermediate
One message, every language: Connect globally with multilingual messaging in Selligent
13
Intermediate
Getting Messages Seen
All Users
13
Intermediate
Resources to provide an understanding of deliverability, as well as how to improve your chances of landing in the inbox
14
Beginner
Journeys Overview
All Users
14
Beginner
Create journeys with confidence. Selligent's intuitive interface makes it easy to master in no time
15
Beginner
Recurring Journeys
All Users
15
Beginner
Stay relevant with less effort. Recurring Journeys automate sends, keeping the design while delivering fresh content
16
Intermediate
Transactional Journeys
All Users
16
Intermediate
Transactional Journeys ensure critical messages, like confirmations and alerts, are delivered instantly, reliably, and at scale
17
Intermediate
Testing your Journeys
All Users
17
Intermediate
An introduction to A/B testing your journeys which allows you to evaluate message performance against each other to maximize campaigns
Step 3Deepen Personalization
Build personal connections with customers and unify customer data
18
Beginner
Fine Tune your Audiences
All Users
18
Beginner
Learn how to create deeper engagement by targeting the right person, using any type of profile data, interaction data, historical data or data in other segments
19
Advanced
Advanced Personalization
All Users
19
Advanced
Personalize your message with more than just demographic and static data
20
Advanced
Personalize in the Moment
All Users
20
Advanced
Deliver messages that adapt in real time with personalized content that updates the moment they’re opened
21
Advanced
Optimize Sending Times
All Users
21
Advanced
Perfect timing, maximum impact: Send messages when they matter most
Step 4Cultivate Loyalty
Identify and incentivize loyal customers, and design successful loyalty programs
22
Intermediate
Create Smarter Journeys
All Users
22
Intermediate
Custom Journeys let you design fully tailored, end-to-end customer experiences that adapt to individual behaviors and preferences
