Quick Start Guide
Create your first content and see DMS in action.
Overview
In this guide, you'll:
- Log in as an admin
- Create a personalized link
- Add a visibility rule
- Test the user experience
Step 1: Log In as Admin
Navigate to your DMS instance and log in with admin credentials:
- Go to
http://localhost:8888/login.html - Enter the admin email (e.g.,
[email protected]) - Click Login
You'll be redirected to the admin dashboard.
Step 2: Create a Link
Links are the most common content type in DMS. Let's create a personalized link:
- In the admin panel, click Content in the sidebar
- Click Create Link
- Fill in the details:
- Title: "Your Personal Portal"
- URL:
https://portal.example.com/user/{{email}} - Description: "Access your personalized dashboard"
- Click Save
Variable Substitution
The {{email}} in the URL will be replaced with each user's email address automatically.
Step 3: Add a Visibility Rule
Make this link visible only to users with a specific attribute:
- Find your new link in the content list
- Click Edit Rules
- Add a rule:
- Type: Attribute Match
- Attribute:
registration_status - Value:
confirmed
- Click Save Rules
Now this link will only appear for users whose registration_status attribute equals confirmed.
Step 4: Test as a User
- Log out from the admin panel
- Log in as a regular user (e.g.,
[email protected]) - Check if the link appears based on the user's attributes
If the user has registration_status = confirmed, they'll see the link. Otherwise, it won't appear.
Step 5: Track Activity
Return to the admin panel to see activity:
- Log back in as admin
- Go to Activity Log
- See link clicks and user logins
What's Next?
Now that you've created your first content, explore more:
- Content Objects - Learn about different content types
- Visibility Rules - Create complex targeting rules
- User Sync - Import users from external sources
- Surveys - Collect and display survey responses