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Project Settings

Project Settings

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14 articles in this collection
Written by Yori Högemann and Djoeke Kingma
Users

Invite Additional Users to CloseAlert

How to add and manage users, roles and permissions
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Written by Yori Högemann
Updated over a week ago

How to delete a User

Deleting a User from the CloseAlert Dashboard
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Written by Yori Högemann
Updated over a week ago

User Roles and Permissions

Manage Roles and Permissions
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Written by Yori Högemann
Updated over a week ago
Branding

Add branding and create several branding templates

Explaining how to create multiple templates, add a logo, change color, add background images and change the font type
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Written by Djoeke Kingma
Updated over a week ago
ESP settings

Manage ESP settings

Where to manage ESP merge tags, HTTPS or HTTP connection and Iframe settings
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Written by Djoeke Kingma
Updated over a week ago

Manage merge tags

Explaining standard merge tags in use, how to set the correct merge tags for your ESP, and remove unwanted merge tags
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Written by Djoeke Kingma
Updated over a week ago

Disable or enable HTTPS

How to manage the HTTP or HTTP(S) URL for the CloseAlert form
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Written by Djoeke Kingma
Updated over a week ago

Managing Iframe

How to dis- or enable Iframe and why should you want to?
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Written by Djoeke Kingma
Updated over a week ago

Add merge tags

How you can send along available data from your ESP to your customer feedback results in CloseAlert
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Written by Djoeke Kingma
Updated over a week ago
Integrations

Add a Tripolis Integration

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Written by Djoeke Kingma
Updated over a week ago
SFTP Exports

Setup an SFTP Export

Learn how to setup automated data exports for CloseAlert results via FTP/SFTP on one or all forms
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Written by Djoeke Kingma
Updated over a week ago
Privacy policy

Setting a privacy policy

To be GDPR compliant, include a privacy policy on all forms explaining whether the feedback is anonymous and what the data is used for.
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Written by Djoeke Kingma
Updated over a week ago
PII data retention policy

Set your PII Data Retention Policy

Set a time frame for keeping PII (Personal Identifiable Information) data stored on the CloseAlert servers
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Written by Djoeke Kingma
Updated over a week ago
API access

Reporting API

Automatically import your CloseAlert feedback responses
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Written by Djoeke Kingma
Updated over a week ago