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DISCOVERY AND SCOPING
Get help identifying API’s, understanding feasibility & scoping custom development with BRD's
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Discovery, Feasibility & Scoping
Use this form to identify and scope new configurations or use
cases for an account:
- • API Discovery (Explore Site / App)
- • Feasibility
- • General Consultation
You can also use this form to submit new or updates to "Business Requirements Documents" using the Configurable Elements framework. -
Product Feature Scoping
Use this form for help in scoping how best to implement certain product features:
- • Customer Data API
- • Mobile SDK
- • Partner based Mobile Deeplinking (e.g. Branch)
- • Subject Line Generation
CUSTOM DEVELOPMENT & CONFIGURATION
Customize an account through custom development or configuration of
product
- Studio - App Build Use this form to create or update client-specific "Custom Apps" in Studio
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Studio - Data Integrations & Sitemaps Requests
This form enables integrating data from various services into
an account, including:
- • Studio's Customer Data API
- • Sitemap
- • CSV Data Source Automation*
- • Webhook Transforms
*with end users responsible for configuring Data Sources -
Da Vinci - Template & Content Block Build
Use this form to create new or update existing HTML components
for Da Vinci:
- • Templates
- • Content Blocks
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Da Vinci - Data Integrations
Use this form to:
- • Set up new and update existing data feeds to Da Vinci
- • Request validation of data / feeds
Note that new contact feeds should be configured via the "Contact Imports" feature -
Da Vinci - Audiences
For legacy (non Audience Builder) clients only:
- • New Audience
- • Update existing Audience
- • Audience Counts
- • Seedlist updates
- • Proofing record updates
PERSONALIZATION PRODUCTION
Create campaigns using existing product features and configurable
elements
ACCOUNT & CUSTOM DEV. SUPPORT
Get technical help on existing Custom Development & Configurations
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Account - Level Audits & Support
Use this form for Account level support (largely from Solutions
Architects) including:
- • Calls and Meetings
- • DV Support Packages (e.g. Account Course Correction)
- • Studio Support Packages (e.g. Operational Sophistication Roadmap)
- • EPD Only: Product Rollouts & Initiatives
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Custom Dev / Configuration Investigations & Support
Use this form for assistance with Custom Developed or
Configured elements of your account including:
- • Studio - Custom Apps
- • Studio - Sitemaps
- • Studio - Webhook Transforms
- • Studio - CSV Data Source Automations (aka Lambda)
- • Studio - Mobile SDK / Deep Linking
- • Da Vinci - Data Feeds
- • Da Vinci - Templates
PRODUCT SUPPORT
Get technical help on Product features and settings including bugs and
incidents
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Product Support
Use this form for assistance from the Technical Support team
with:
- • Support using a Product feature
- • An issue (bug) you're encountering
- • A potential incident (system outage)
- • Studio - Vendor Connectors
- • Studio - Deep Linking
- • Studio - Font Installs
- • SSO
- • Da Vinci - Implementation Tasks
As well as configuration of the accounts including:
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AI Model Support
Use this form for:
- • Support for Da Vinci's various AI Models
- • Configuration of Send Time Personalization
- • Configuration of Frequency
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Support Center & Customer Education Requests
Request new Support Center articles and Learning Hub modules or
updates to existing content.
* Note: Learning Hub licenses are requested through Salesforce
REPORTING & USAGE
Request changes for accounts regarding usage and billing
- Studio - Reporting and Usage Adjustments This form is for requesting custom reports related to studio content and data, such as client-specific, dedupe, and internal reports, and it can also be used for requesting usage adjustments.
- Da Vinci - Reporting Use this form to request custom reports based on Da Vinci data.
- CX Activity Hours Adjustments
- Data Warehouse Change Request
OTHER
Get additional help from forms that do not fall into any of the categories above