Group 65
Go to CloseAlert
All Collections
Project Settings
Project Settings
14 articles in this collection
Written by
Yori Högemann
Users
Invite Additional Users to CloseAlert
How to add and manage users, roles and permissions
Written by
Yori Högemann
Updated over a week ago
How to delete a User
Deleting a User from the CloseAlert Dashboard
Written by
Yori Högemann
Updated over a week ago
User Roles and Permissions
Manage Roles and Permissions
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
Written by
Yori Högemann
Updated over a week ago
ESP settings
Manage ESP settings
Where to manage ESP merge tags, HTTPS or HTTP connection and Iframe settings
Written by
Yori Högemann
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
Written by
Yori Högemann
Updated over a week ago
Disable or enable HTTPS
How to manage the HTTP or HTTP(S) URL for the CloseAlert form
Written by
Yori Högemann
Updated over a week ago
Managing Iframe
How to dis- or enable Iframe and why should you want to?
Written by
Yori Högemann
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
Written by
Yori Högemann
Updated over a week ago
Integrations
Add a Tripolis Integration
Written by
Yori Högemann
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
Written by
Yori Högemann
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
Written by
Yori Högemann
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
Written by
Yori Högemann
Updated over a week ago
API access
Reporting API
Automatically import your CloseAlert feedback responses
Written by
Yori Högemann
Updated over a week ago