Quick Start Guide
Last updated
Was this helpful?
Last updated
Was this helpful?
Welcome to Engage! This guide helps you familiarize yourself with Engage, and takes you through the tasks required to get you up and running.
First thing first, sign up for an account to get started. When your user account is created, Engage automatically creates a team account for you. The team account is used to manage your sources, destinations and features within Engage. You can also invite other users to the team to collaborate with you.
Engage runs on data. To start using Engage you need to add one or more sources that send data to Engage. The vast majority of our customers uses the JavaScript tracker, which is fully customizable, to get data flowing into Engage.
For Ecommerce clients the quickest way to get started is to use one of the prebuilt plugins to get a pre-packaged setup in place, but you may of course use any of the available sources and APIs to get started.
Add a source:
Go to Data Platform > Integrations
Select the All sources tab
Click the source you want to use and follow the instructions
Read more about the available sources .
As you've connected your site and have data pouring into Engage you may start to explore the features of Engage. If you've setup a plugin source, or any of the other sources that provide the required data, you will soon be able to view our analytics reports, use our product recommendations and segment customers and visitors.
A destination is often a third party application or tool that consume data to provide some kind of business value to you. Our most frequently added destinations are Analytics, and Advertising destinations.
Add a destination:
Go to Data Platform > Integrations
Select the All destinations tab
Click the destination you want to use and follow the instructions
Below are some of our most popular .