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
02
Beginner
Tour the Selligent User Interface
All Users
03
Beginner
Explore the Data Model
All Users
04
Beginner
Managing Lists and Contact Profiles
All Users
05
Beginner
Messaging Channels Available to You
All users
06
Beginner
Efficient Email Creation
All Users
07
Beginner
Fast SMS Creation
All Users
08
Beginner
Testing and Previewing Messages
All Users
09
Beginner
Create your First Journey
All Users
10
Intermediate
Reusable Content Components
All Users
11
Intermediate
Users, Groups and Permissions
Admins
Step 2Build Meaningful Connections
Grow your audience and build relationships with your customers
12
Intermediate
Localizing Messages
All Users
13
Intermediate
Getting Messages Seen
All Users
14
Beginner
Journeys Overview
All Users
15
Beginner
Recurring Journeys
All Users
16
Intermediate
Transactional Journeys
All Users
17
Intermediate
Testing your Journeys
All Users
Step 3Deepen Personalization
Build personal connections with customers and unify customer data
18
Beginner
Fine Tune your Audiences
All Users
19
Advanced
Advanced Personalization
All Users
20
Advanced
Personalize in the Moment
All Users
21
Advanced
Optimize Sending Times
All Users
Step 4Cultivate Loyalty
Identify and incentivize loyal customers, and design successful loyalty programs
22
Intermediate
Create Smarter Journeys
All Users
