Getting started

Summary

In addition to syncing contacts to dotmailer, you also have the ability to sync more 'complex' data which can be used for segmentation or personalisation purposes.

This sort of data is what is called 'Insight' data within dotmailer and it requires your dotmailer account to have additional Insight modules enabled, such as OrderInsight and AccountInsight.

The following information can be synced across to dotmailer as part of Insight data:

Order data

This allows you to sync all of the orders you have in Magento, configurable by order status. We sync a variety of default data with every order but we also allow you to configure additional order and product attributes/options to be synced.

Quote data

This allows you to sync all of the quotes (carts) you have in Magento. We sync a variety of default data with every quote but we also allow you to configure additional quote attributes to be synced.

Wishlist data

This allows you to sync all of the wishlists your customers have in Magento to dotmailer.

Review data

This allows you to sync all of the reviews that your customers have left against your products.

Catalog data

This allows you to sync your entire product catalog to dotmailer for use within emails or landing pages, using dotmailer's advanced personalisation functionality.

Want to find out if you already have Insight data?

The quickest and easiest way to find out if you have the facility to enable any of these syncs on your dotmailer account is to visit Contacts > Advanced features in dotmailer, where you should have a tab for 'Insight data'.

If this tab doesn't tab then the feature is not enabled on your account and you will need to speak with your account manager.
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