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Project Settings

Project Settings

Yori Högemann avatar Djoeke Kingma avatar
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

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