Engage overview

Engage is a customer engagement platform that helps you send personalized messages to your customers based on your customer’s journey, preferences, and actions through your application.

How this is achieved is that you send your customer data to Engage and Engage in turn makes it easy to use these data to group customers by their attributes (e.g., gender, location, plan, age) or/and their actions (e.g., used up data bandwidth, canceled subscription, scheduled an appointment, submitted feedback). In marketing speak, this is called Segmentation. Once you have your Segments, you can then send campaigns to these segments. But that’s not all. You can also create message workflows that can be automatically triggered based on different triggers like a customer joining or leaving a Segment, an event occurrence, and many more. We call this Automations.

Customer attributes, events, and actions are tracked in a couple of ways. The "how to connect customer data" page details how this is achieved and is a good place to start from.

This guide is a work in progress. It hopes to explain some of Engage’s concepts in clear terms. If there is something you are not clear about or can’t find, please send an email to [email protected] or tweet @engage_so.