Project Settings

15 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

Whitelisted domains

Add whitelisted domains

Whitelist specific domain names which you are using in your feedbackforms

Written by Yori Högemann
Updated over a week ago