Dazos

Documentation and user Guides to support the Dazos  iCampaign

Dazos iCampaign

Learn how sync timing between your CRM and iCampaign affects your automation, and when to use CRM workflows over iCampaign for time-sensitive results.

Understanding CRM to iCampaign Sync Times and When to Use CRM Workflows for Time-Sensitive Campaigns (iCampaign)

You can add custom contact types (like "Sponsors") in iCampaign by creating a picklist in Custom Fields. This allows you to categorize your subscribers beyond the default contact types.

How to Add Contact Types in iCampaign

This category helps new users get up and running with iCampaign, from account setup to everyday actions. 

Getting Started- iCampaign

This guide explains how to create and add custom tokens in iCampaign templates within Dazos. Custom tokens let you insert reusable, dynamic content into your campaigns, making your messages consistent…

How to Add Custom Tokens in Dazos (iCampaign)

When someone replies to an iCampaign email, those replies don't automatically appear in Dazos CRM. This guide shows you how to set up proper handling so responses can be managed…

How to handle email replies from iCampaign campaigns in your CRM

Email replies to iCampaign campaigns don't automatically appear in iCampaign like SMS replies do. Instead, they go to the sending email address you configure, and you can then integrate them…

How Email Replies Work in iCampaign Campaigns

This guide shows you how to map a CRM field to iCampaign and run a manual sync to ensure all existing records are updated with the new field data. This…

How to sync CRM fields to iCampaign and trigger manual sync for new mappings (iCampaign)

This guide covers how to set up Historical Data Sync and configure the iCampaign integration so your CRM can track historical values for accounts and referral sources, and sync all…

How to Set Up Historical Data Sync and iCampaign Integration

This guide explains how to update the copyright year displayed in your iCampaign instance footer. This setting allows you to modify the copyright text that appears at the bottom of…

How to Update Copyright Year in iCampaign Footer (iCampaign)

This guide covers three key aspects of iCampaign setup and reporting: using company-owned phone numbers for TrustHub, integrating campaign data with your CRM system, and tracking active versus inactive alumni…

iCampaign TrustHub Setup, CRM Integration, and Alumni Engagement Reporting (iCampaign + CRM)

Overview: 
iCampaign does not connect directly to MailChimp. Subscribers in iCampaign come from CRM records, manual entry, or CSV imports — not from MailChimp directly.

MailChimp to iCampaign Integration: Limitations and Alternative Solutions (iCampaign)

You can add custom Contact Types (like "Sponsors") to your iCampaign Subscribers by creating a picklist in Custom Fields. This allows you to categorize your subscribers and target specific groups…

How to Add Contact Types in iCampaign Subscribers (iCampaign)

This category includes administrative and configuration resources and documentation. 

Administration and Configuration - iCampaign

Purpouse: 
This guide helps resolve DNS record conflicts that prevent email sending domain verification from completing in iCampaign. This specifically addresses when existing SPF and DKIM records interfere with Mailgun…

Troubleshooting DNS Conflicts During Email Sending Domain Verification (iCampaign)

This guide helps you troubleshoot issues where synced subscribers in iCampaign are showing under 'My Company' instead of being properly distributed across their individual workspaces, with workspaces showing 0 subscribers.

Troubleshooting iCampaign Subscriber Workspace Distribution Issues (iCampaign)

Overview:
iCampaign's open rate tracking is tied to campaigns, not standalone emails. This creates a reporting gap when using certain workflow actions, limiting your ability to track engagement metrics like…

iCampaign Email Open Tracking: Workflow vs Campaign Reporting Gap (iCampaign)

This guide helps resolve issues when the 'Update Workflow' button in iCampaign is inactive or unresponsive, preventing you from saving workflow changes.

Update Workflow Button Inactive - Incomplete Occurrence Settings (iCampaign)

Overview
When pushing a client from Dazos CRM to Alleva EMR, specific fields must be completed to ensure successful data transfer. Alleva has unique requirements that differ from other EMR…

Required Fields for Pushing Clients to Alleva EMR (CRM)

This guide will show you how to access Global Style Settings in iCampaign to customize color palettes and create custom templates for your email campaigns.

How to Access Global Style Settings in iCampaign (iCampaign)

Overview
iCampaign does not automatically remove subscribers from segments when emails bounce. You'll need to manually identify bounced subscribers in Mandrill and remove them from your segments.

How to Remove Bounced Subscribers from iCampaign Segments

This guide shows you how to sync referral sources and contacts from your CRM to iCampaign after they have been mapped. Even when fields are properly mapped, data won't appear…

How to sync referral sources and contacts from CRM to iCampaign (iCampaign)

IQ Flagged Claims: Low Payments and Full BDP Explained (IQ)

This category includes resources for common troubleshooting  items and FAQ's. 

Troubleshooting and FAQ's - iCampaign

An overview of iCampaign, defining its core functionality and explaining the key benefits and business rationale.

Get to Know iCampaign: Defining Features and Key Advantages

iCampaign Commonly Used Terms

This article provides an overview of the key areas within iCampaign. It is designed to help users understand the purpose of each module and how they supports effective campaigns, and…

iCampaign Overview

iCampaign User Manual

Advanced Configuration Manual for Dazos iCampaign

iCampaign Configuration (Settings) Guide

Guide on how to use the iCampaign Studio (email editor) within iCampaign

iCampaign Studio Editor Guide

iCampaign segments are dynamic, condition-based lists that automatically update based on real-time data from your Dazos CRM. Understanding how segments work is crucial to ensuring your campaigns reach the right…

Understanding iCampaign Segment Behavior: Why 'Removed' Contacts Still Receive Emails (iCampaign)

Understanding how your iCampaign messages sync with CRM records helps you track communication properly and maintain accurate patient records.

How iCampaign Messages Sync with CRM Records (iCampaign)

This article explains why Alumni records from your CRM don't automatically sync to iCampaign as subscribers and provides workarounds to get Alumni into your iCampaign subscriber list.

Understanding Historical Data Sync Limitations for Alumni Records in (iCampaign)

This category contains documentation and guides that show you how to navigate iCampaign, configure settings, and complete common tasks.

iCampaign: User Guides

Find answers and get help from Intercom Support and Community Experts

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