Onboarding Guide

Learn how to set-up your account, connect the store, and create your first campaign on Engage

Apoorva Wate avatar
Written by Apoorva Wate
Updated over a week ago

We’re super excited to see you get started on Engage. Our step-by-step onboarding guide will help you set up your account and start the right conversations with your audience. This guide contains articles that will help you navigate Engage’s intuitive dashboards and automation to do more with your conversations.

Sign up for an account

To begin, you can sign up for a free trial account by clicking on the “Join the Waitlist” button on our website. Alternatively, you can sign up for an account by installing the Engage Shopify app, which will redirect you to our app onboarding process.

Connect your Shopify store

The first data integration required to get started is your Shopify storefront. This helps collect all existing customer records to ingest into the data warehouse and make your customer behavior readable. It also allows you to track further customer interactions by installing a website tracking script. To connect your Shopify store, enter your store URL and continue with the Setup Wizard. You will be redirected to the Shopify admin panel to authorize our app to access relevant data points.

Navigating the workspace

Once you have connected your store, your data will start syncing with your workspace, and customer data will start getting captured directly into our platform. You can then access the modules using the main navigation bar on the left to begin leveraging your data power.

Verifying your sender email/domain

To begin sending emails, you will first need to verify your email or domain. To begin, you can verify a simple sender email, however, to improve your email deliverability, you should verify your domain.

Setting up your first campaign

Once your data is fully synced, you can begin setting up a simple email or SMS campaign. To begin, simply select ‘Campaigns’, select a target Segment (from our list of pre-built segments or a custom segment you may have created), and proceed to the ‘Design’ step. Here, you can select a pre-built message template and modify its content to suit your needs. You can then proceed to Review the campaign before publishing/scheduling it.

Publishing your first automation

To automate an experience, you will need to set up a flow. To set up automation, you can select pre-built automation or build one from scratch. Automations enable you to trigger user journeys based on behaviors and take actions like sending emails based on conditions. You can build custom automations that are suited to your business using our simple, no-code builder.

Inviting Your Team

Invite relevant team members to join your workspace either via email (specific users) or the invite link (anyone from the organization).

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