How-to Guides
Step by step articles on what you can do in Dokio
- Integrations - Exporting to Salesforce Marketing Cloud
- Integrations - Setting up Salesforce Marketing Cloud
- Make a budget transaction
- Make a suspended budget available
- Make email templates sendable
- Making a static PDF template orderable
- Prefills - export as CSV
- Prefills - Managing prefills
- Presets - Activating update approvals
- Presets - Create a new preset
- Presets - Manage a Preset
- Presets - Publishing and Unpublishing
- Presets - Setting display options
- Presets - Updating a Preset
- Resources - adding a new resource
- Resources - editing or deleting
- Resources - Explore online document
- Send an EDM direct from Dokio
- Setting campaign scheduling to a template or preset
- Signing into Dokio