Step 1: Get the Basics Right
Your onboarding starts here.
Who is this for?
For all types of users and personas who want to work in the Engagement app.
Complete this section before choosing your Learning path(s).
Overall topics to go through: 12
Overall estimated time: ∼2 hours
Your Onboarding
Free Crash Course
Start your onboarding with our free Engagement Crash Course that gives you a high-level overview of the product (in just one hour!).
1-4 Before you start in the Engagement app
Reading time: 20 minutes
| Topic | Instructions | |
|---|---|---|
| 1. | What is Bloomreach Engagement? | Bloomreach Engagement gives easy-to-use tools to build consistent and personalized experiences. Which of its features do you like the most? |
| 2. | Technical Overview | Learn about Engagement's Data Structures, and how data flows in (data ingestion), through (data unification), and out (data activation) of the application. |
| 3. | Data Structure | Our data structure spins around individual customers and their actions. Familiarize yourself with its 4 main data elements. |
| 4. | • Customer Identification • Merging • Cookies | Engagement unifies all data into single customer profiles, including data coming from different devices used to access your website. Look closely at the customer identification process. Which hard ID do you (want to) track? |
5-8 Navigate yourself in the Engagement app
Interactive Tour
Get a quick overview of the entire Engagement platform with an interactive tour!
E01 22 steps, 4 minutes
Reading time: 50 minutes
| Topic | Instructions | |
|---|---|---|
| 5. | Application Interface | Engagement is an all-in-one tool that puts essential commerce functionalities under the same roof. Navigate yourself within the platform. |
| 6. | • Customers • System Events • Custom Events | Learn how to work with Customers, Events and their properties and attributes. Which system and custom events and their attributes do you (want to) track in your business? |
| 7. | Data Manager | Decide how detailed and advanced data you keep about your customers. Learn to manage your data - e.g. group customer properties, mark them as PII, or delete them. |
| 8. | Filtering Data | Data filtering enables you to find the data you need quickly and easily. Learn how to get data outputs you seek. |
9-12 Start using the Engagement app
Reading time: 40 minutes
| Topic | Instructions | |
|---|---|---|
| 9. | Initiatives | One of the best practices is to start working in Initiatives from the very start of using the tool. Learn how initiatives keep your project organized. |
| 10. | Metrics | Metrics are essential data units for any analytical and campaign actions. What are the key metrics to measure in your role/business? |
| 11. | • Analyses Overview • Dashboards | Generate insights that address your needs with our Analytical tools. Display them neatly with Dashboards. Which of these tools are you going to start using? |
| 12. | • Campaigns Overview • Scenarios | Activate your data with the variety of our Campaign tools and learn how to create automated flows with Scenarios. Which of these tools are relevant to your role? |
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Additional learning resources
If you would like to learn even more about any of the areas mentioned in this section, you can complete the materials below and enrich your understanding.
The materials below are not a required part of this onboarding.
| Topic | Instructions |
|---|---|
| • Prerequisites • StartRight Process | These articles give a good overview of the steps you can expect in your company's onboarding process. |
| Engagement Housekeeping Best Practices course | The Housekeeping Best Practices course will teach you how to organize your project in different integration stages. |
Updated 3 months ago
Personalize your onboarding by choosing a relevant learning path.