Introduction to Dialog Insight for Developers

Contact Management

Contacts and their data are hosted in each project's master list and in relational tables based on the data structure that was set up when creating the project. The Dialog Insight API allows you to create, edit, delete, or view contacts remotely. This makes it possible to integrate profile management with third-party systems, such as a CRM, a mobile application, or an internal database. You can automate custom field updates, bulk import data via specific endpoints, or synchronize changes in real time from your existing platforms.

→ Create a project

→ Discover Dialog Insight's data model

Communication Channels

DI offers multiple channels for communicating with your contacts:

• Email
• SMS
• Web Push
• Mobile Push 

You can also create landing pages which can be integrated to your communications. Communications are managed on the DI platform, but it's possible to trigger campaigns using web services, which allows you to manage the mailing with external tools. Webhooks are also available to receive notifications on message status (views, clicks, errors).

Contact Targeting

In your project, you have a contact list which can be segmented using different tools to indicate which contacts to target when sending a communication:

• Groups
• Personas
• Scoring

Personalization in Communications

Your communications can be personalized dynamically using your contacts' data. The personalization possibilities can vary from very simple cases (display the contact's first name) to advanced cases (display the contact's favorite products). Personalization relies on dynamic tags and conditional blocks that can be inserted into email templates. For advanced needs, logical expressions or custom scripts can be used in templates. Developers can also automate the generation of personalized content from external sources (e.g., product recommendations, purchase history) via real-time API calls or scheduled imports of Excel/CSV files.

Contact Acquisition

To add contacts or contact data to your project list, there are several import methods available.

→ Learn more on the import methods

Contact acquisition can also be done using tools integrated in Dialog Insight:

• Opt-in or update forms
• Lead generation forms
• Interceptors
• Registration workflows for an event
• Registration workflow for a contest
• Referral programs 

Forms (opt-in, profile update, lead acquisition) can be hosted on Dialog Insight or on a website. Developers can create connections between forms and internal systems (such as a lead database or ERP), or automate data injection into Dialog Insight after an external form submission. Technical triggers can also be configured following form submission.

Consent Management

The platform hosts imported data on the consent status to receive a communication type for each contact. Developers can automate the recording and updating of consents via the API, ensuring that subscription statuses (opt-in/opt-out) are always synchronized with other platforms (CRM, ERP, etc.). Customizable preference centers can be integrated into your web environment and connected directly to Dialog Insight, with business logic controlled on the server side.

E-commerce Integrations

Dialog Insight offers connectors with e-commerce platforms. 

→ See the list of integrations available with Dialog Insight

Developers can also build a custom integration using Dialog Insight's APIs to sync order, abandoned cart, or product data. This data can then be leveraged to generate automated campaigns or segments. Tracking scripts (JavaScript or server-side) can also capture online behavior to enrich customer profiles.