A basic installation

Engage needs data to run, and excels in the simplicity of which you can provide data to the platform. When you install Engage, you will need to add some code to your site.

  1. Start by adding the code that sends messages to Engage with event data. This is data that holds information about whats going on on your website. It can be when a customer adds a product to cart, when a purchase is made, when a customer signs up for a subscription or when a visitor looks at the pricing page. You can collect any data this way, but we have defined some information Engage requires to run well.

  2. In addition to the code that provides Engage with event data you also have the option to send master data (products, categories and settings) and transactional data (orders) using the APIs provided by Engage. This is optional but enables additional features on the platform.

This guide will walk you through installing and setting up Engage. A basic installation is typically completed within 30-45 minutes.

If your store runs on any of the platforms listed below, continue with the specific platform installation by clicking on the one you use. If not, continue with this guide.

Before you begin

To follow this tutorial you need to have an account with us, and your Engage API key. If you haven't already, complete the following steps before you begin.

  1. Create an Engage account

  2. Log in and find your API key at the top of the dashboard

Setup the source

To get running with Engage, you will need to activate the flow of data. Below are the listed sources to be considered.


Install the tracker

This is the core component of Engage used to collect information about your visitors and customers, and the actions they take on your website. The Javascript Tracker is enabled by default in Engage, so you don't have to add any source to start using this.

Learn more

  • Read about setting up the Javascript Tracker here.

Provide product data

Many merchants already maintain a Google Product Feed. If you do, we recommend you use that to provide product data.

  1. Go to Data Platform > Integrations

  2. Select the All sources tab

  3. Click the Google Product Feed and follow the instructions

Learn more

  • Read more about this source here.

Provide order data

Order data is not required for all features of the Engage platform, but we strongly recommend you provide order data as it enhance most features and have a few standalone features based on the order data.

Unless you're using one of the platform plugins we've made available for the major e-commerce platforms, you need to send order data to Engage using the Order History API.

Learn more

  • Read more about sending order data via the API here.

Add a destination

It's time to setup your first destination! In this tutorial we will walk you through setting up a basic Google Analytics 4 destination. You can read more about the destination here, but this tutorial have you covered on the basics below.

You'll need the measurement id from Google Analytics. Log into Google Analytics 4, and go to your data sources to find your measurement id (starting with "G-").

Add the destination:

  1. Go to Data Platform > Integrations

  2. Select the All destinations tab

  3. Click the Google Analytics (GA4 & UA) source

  4. Provide your measurement id in the GTAG ID field

  5. Leave everything else as is for this basic setup

That's it! You are setup and data is flowing to Engage, and on to the destination you've setup. Now you can explore the features of Engage, and additional destinations to use.

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