Knowledge Base: Everything to get you started

The Sequencer

• How do I set up the Sequence Scheduler?
• What is the Sequencer?
• Navigation and Menus
• Options for Sequence (workflow) commencement

Targets

• Explanation of 1-time completion target and how they interact with the system
• Target Types, Groups and Records
• Data Model - Creation of Target Fields
• Creating a Target Group
• Authentication for Person Type Target Accounts
• Target Portal - Criteria Sort Order

See all 10 articles

Authentication Objects

• How to configure an Authentication Object
• Using the MS Exchange IMAP Authentication Object
• How to use an Authentication Object in an API Call

Academy

• Academy - Google Drive link

Global Settings

• Can I enforce a password change policy?
• Email setup
• Document List View
• Configuring Outbound Email (Setting the FROM) address and Mail Relay options
• Email Mailbox setup
• Global Settings

See all 7 articles

APIs and Variables

• 1. What is an API call?
• 2. How to create an API connector
• 3. API Connectors List
• 4. ALX Documentation (Swagger V1)
• 5. Swagger V2
• 6. Postman

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Archive & Erase

• Overview of Archive and Erase
• Archiving Targets
• Un-archiving Targets
• Erasing Targets
• Manual Erase
• Erase Criteria Actor

See all 8 articles

Categories

• What are Criteria Categories used for?
• Creating Notes Categories
• Creating and Editing Criteria Categories
• View/Edit Notes Categories

Criteria

• Building a Criteria
• Response Types
• Date/Time Picker Response Type
• Float Response Type
• Integer Response Type
• JSON Response Type

See all 18 articles

Dashboard

• Dashboard - Introduction
• Dashboard - People and Groups
• Dashboard - Actions
• Dashboard - Filtering, Views & Navigation
• Navigation
• Dashboard - Approving and Reviewing Criteria

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Document Store

• Document Store

Document Templates

• Creating Headers and Footers
• Creating a New Document Template
• Signature Fields
• Interaction and Review

Housekeeping

• Target Re-allocation
• Housekeeping - Deleted items
• Housekeeping - Mail Collections
• Housekeeping - System Event History
• Housekeeping - Outgoing Messages

Levels

• Building a Level
• Adding Criteria to Levels
• Selecting Target Groups for Levels
• Grouped Levels
• Level Sets
• In-Level Sequencer

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Merging Field Data

• How to merge field data into templates

Message Dashboard

• 1. Global Settings - IMAP backend settings
• 2. System User - Role Permissions
• 3. Send a Message & Message Dashboard

Message Templates

• Creating Message Templates
• View/Edit Message Templates
• Criteria Response and Fields Merge
• Using Message Templates in Criteria

Relational Target Groups

• What are Relational Target Groups?
• Target Group set-up
• Level set-up
• Relational Target Group Sequence
• Merging Field Data in a Relational Target Group
• Manual creation of a Relational Target

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Saved Views

• Saved Views

Sequencer

• API Actor
• Building a Sequence
• Connectors
• Connectors and Conditions (from Levels)
• Connectors and Conditions (from Criteria)
• Using Set Target

See all 11 articles

System Users and Permissions

• 1-time completion system users
• Creating System User Accounts
• Editing System User Accounts
• Password Resets
• Add a New System Role
• Role Permissions - Compliance Setup

See all 12 articles

Target Import

• Target Import - Introduction
• Target Import - Manual Upload
• Target Import - Running a Target Import
• Target Import - REST URL Import
• Target Import - Mailbox Import
• Target Import - Import File Format

See all 7 articles