CloseAlert

Yori Högemann

Project Settings

How to add and manage users, roles and permissions

Invite Additional Users to CloseAlert

Deleting a User from the CloseAlert Dashboard

How to delete a User

User Roles and Permissions

Users

Explaining how to create multiple templates, add a logo, change color, add background images and change the font type

Add branding and create several branding templates

Branding

Where to manage ESP merge tags, HTTPS or HTTP connection and Iframe settings

Manage ESP settings

Explaining standard merge tags in use, how to set the correct merge tags for your ESP, and remove unwanted merge tags

Manage merge tags

How to manage the HTTP or HTTP(S) URL for the CloseAlert form

Disable or enable HTTPS

How to dis- or enable Iframe and why should you want to?

Managing Iframe

How you can send along available data from your ESP to your customer feedback results in CloseAlert

Add merge tags

ESP settings

Add a Tripolis Integration

Integrations

Learn how to setup automated data exports for CloseAlert results via FTP/SFTP on one or all forms

Setup an SFTP Export

SFTP Exports

Include a privacy policy on all forms explaining whether the feedback is anonymous and what the data is used for

Setting a privacy policy

Privacy policy

Set a time frame for keeping PII (Personal Identifiable Information) data stored on the CloseAlert servers

Set your PII Data Retention Policy

PII data retention policy

Automatically import your CloseAlert feedback responses

Reporting API

API access

Whitelist specific domain names which you are using in your feedbackforms

Add whitelisted domains

Whitelisted domains 

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