Quickstart guides

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We are introducing a new type of educational materials - the Quickstart guides. These guides provide step-by-step instructions and insightful tidbits along the way. Whether you’re a marketer, a project owner, or a developer, they’ll give you valuable content tailored to your needs.

Guides vs. Documentation: What Sets Them Apart?

  • Documentation - The documentation thoroughly explains product features and offers numerous examples. However, many code snippets remain highly conceptual, detached from practical scenarios.
  • Quickstart guides - These guides dive into the details. Developers will see more complex examples or real-world situations. And for business users, the guides provide concise, actionable instructions to achieve specific goals.

The Quickstart Guides fall into three main categories:

  • 📖 Overview: Overviews explain a specific topic. Whether you’re exploring content modeling or diving into coding customizations, you’ll find concise insights here.
  • 👉 How to: Need to accomplish a specific goal? The how-tos guide your team step-by-step. From mastering personalization to collecting your contact’s consent, these guides ensure you’re on the right track.
  • 📝 Walkthrough: Unlike the first two categories, the walkthrough materials immerse you in real-world business scenarios. Inspired by actual projects, they provide practical solutions.

Ready to explore?

Dive into the Quickstart Guides today! And remember, we value your feedback. Let us know what you think, and feel free to share your success stories.

Digital Marketing

Configuration

Development

Contact management

Users and Roles

Get started

📖 Contact activity tracking overview

👉 Verify if contact tracking is enabled

👉 Verify if contact tracking is enabled (advanced)

👉 Find a specific contact

👉 Add the contact’s phone number and other details

👉 Learn about contact’s customer journey

👉 Find contact’s consent agreements

📖 Cross-site tracking overview

👉 Track contacts on another website (cross-site tracking)

📖 Contact segmentation overview

📖 Contact groups overview

👉 Create a new contact group

👉 Update existing contact group

👉 Segmenting anonymous contacts

📖 Users and roles overview

📖 User permissions

👉 Create a new user

👉 Change a password

👉 Update user information (admin)

👉 Update my name or username (user)

👉 Create a new role (content editor)

👉 Update permissions

🎞 Install Xperience by Kentico

🎞 Generate code for custom content and data classes

🎞 Set up continuous integration developer workflow

👉 Automate regular tasks with PowerShell scripts

👉 Install a specific version of Xperience by Kentico

👉 Create a reusable content type

👉 Display structured content with page templates

👉 Use abstraction and enterprise-level architecture in Xperience projects

Working with forms

Data protection

Data protection

📖  Forms application overview

👉 Change a form’s name

👉 Create a new form

👉 Update an existing form

👉 Add a custom form field

👉 Move or delete form field

👉 Provide meaningful help with your form

👉 Set what happens after form submission

👉 Adjust the form’s Thank you message

📖 Data protection feature overview

👉 Find data Xperience collected about a contact

👉 Map consents to cookie levels

👉 Create a cookie preferences widget

👉 Build a tracking consent banner

👉 Gather contacts associated with a visitor, Identity collectors

👉 Find a visitor’s personal data, Data collectors

👉 Clear someone’s information from the site, Data erasers

User scenarios

📝 Fix typo in various content types

📝 Create a new article on the website

📝 Create a new reusable article in Content hub

📝 Create a reusable landing page template

📝 Create a new landing page from a template

📝 Create a Contact us form

📝 Create a marketing email

📝 Create a new campaign page

📝 Create a recipient list

📝Create newsletter confirmation and unsubscription pages

📝 Create newsletter confirmation and unsubscription emails

User scenarios

📝 Create a Data protection officer role

📝 Invite a new user (Data protection officer)

📝 Send customer information about their data Xperience collected (right to access)

📝 Delete contact data (right to be forgotten)

Activities and marketing

👉 Enable activity tracking

👉 Log custom activities

👉 Hide builder content from visitors who have not consented to tracking

👉 Implement cross-site activities