Prerequisites

Account and project creation

Upon signature, Bloomreach Engagement will create an account and projects for you and will send project access invitations to the relevant users. It is important that the invited users accept this invitation in a timely manner, as it expires after a certain amount of time. It is recommended that the users check their spam boxes, too in case the invitation falls there.

You	Bloomreach
Accept the project access invitation.	Create the account.
Make sure you can access the project URL.	Create the projects.
Make sure you can log in to the project.	Invite users to the project.
Check access for all team members.

You can read more about setting up your Bloomreach Engagement project.

Determine data structure

Determining the data structure is the most important part of the integration. Everything that is tracked inside Bloomreach Engagement powers the Single Customer View, which in turn enables communicating with the right customers at the right time, making them the right offers in the right channels.

In order to ensure consistency between all parties, a 'Tracking Document' will be created. The Tracking Document (TD) is a spreadsheet describing the data structure of the project, such as event naming conventions, properties types and initial sources of data in Bloomreach Engagement.

The full list of events and attributes will be kept in the Tracking Document created by you and the Bloomreach team. The content of the tracking document should be decided at the beginning of the project and should not change much throughout the integration.

You	Bloomreach
Fill out the tracking document with relevant information according to your systems and business use cases defined in the scope document.	Crate Tracking document.
Ensure that the tracking document is kept up to date.	Guidance, suggestions, and provisioning.

Read more about Bloomreach Engagement's data structure and single customer view.