Overview

Definition

An overview page that provides concise summaries of each major Recurly Engage task and links to the full documentation for rapid access.

Key benefits

• Unified reference: All essential workflows in one place, so you never lose track of where to go.
• Time-saver: Jump straight to detailed guides with a single click.
• Clear roadmap: See each step at a glance and know exactly what to tackle next.

Key details

• Setup your application: Configure your app’s name, primary domain, and any domain aliases in the Recurly Engage console. Learn more
• Invite users: Grant team members access to one or more apps and assign appropriate permission levels. Learn more
• Add the Recurly Engage tag: Integrate the JS SDK via popular tag managers (GTM, Adobe DTM, Tealium) or embed directly to enable Engage features. Learn more
• Sync user traits: Import customer attributes (via CSV or real-time events) to power targeted segments and personalized campaigns. Learn more
• Create a pop-up: Design, schedule, and deploy browser-based prompts—pop-ups, interstitials, notifications, or video prompts—to engage users. Learn more
• Activate prompts: Move prompts through review (Test Users) to full deployment, choose placement methods, and control their lifecycle. Learn more
• Create an experiment: A/B test prompt variations against custom goals or controls to identify the highest-performing experience. Learn more