Recurly Engage is an always-on, low-code platform that helps business teams deliver targeted in-app and web prompts, guides, and notifications — driving user actions they might not otherwise take. Use cases range from trial-to-paid conversion and feature adoption to churn prevention and cross-sell campaigns. Explore our Popular use cases to see it in action.

Available to Recurly Engage customers — contact [email protected] or your CSM for details

1Key benefits 2Key details 3Standalone platform 4Security and compliance

Key benefits

Rapid deployment Launch prompts without engineering cycles, using tag managers or direct SDK integration.

Real-time personalization Dynamic segmentation and machine learning deliver the right message to the right user at the right moment.

One-click integrations Connectors across billing, support, marketing, CRM, and analytics systems.

Key details

Recurly Engage combines lightweight client SDKs, a central management console, and a real-time data processor to get the right message to the right subscriber. The diagram below shows how these pieces fit together.

Client SDKs

Lightweight clients collect events and render prompts and guides across web and devices.

Web: install via Google Tag Manager, Tealium, or a direct snippet.
Mobile and TV: native libraries for iOS, Android, Apple TV, and Roku.

Management console (Pulse)

Pulse is the central hub for configuring applications, user traits, segments, prompts, guides, and integrations.

Dashboards and pipelines: monitor account-wide metrics and dynamic user pipelines.
Experiments: A/B test prompt variations against custom goals.

Stream data processor

A real-time engine segments incoming events into cohorts using rule-based or machine learning logic. These segments feed prompt targeting and journey orchestration.

Third-party integrations

Recurly Engage connects to a broad ecosystem of one-click connectors across business domains:

Billing and subscription: Recurly, Zuora, Stripe, Vindicia, Braintree, and Piano
Support and CRM: Zendesk, Freshdesk, Salesforce, ActiveCampaign, Braze, SendGrid, and Segment
Marketing automation: Salesforce Marketing Cloud, Iterable, and Adobe Campaign
Ecommerce: Shopify, Cleeng, and Chargify
Analytics: Google Analytics, Amplitude, Mixpanel, mParticle, Heap, and Adobe Analytics

Use these integrations to sync user data, trigger one-click actions, and report prompt events across your tech stack.

Recurly Engage as a standalone platform

Recurly Engage is also available as a standalone platform for your entire subscriber base — no Recurly billing required. It supports acquisition, engagement, retention, upsell, and cross-sell across the full subscriber lifecycle. Reach out and our team will review your specific use cases to see whether Engage is the right fit.

Security and compliance

Pulse, the Recurly Engage management console, is HIPAA compliant.

WarningTo stay compliant with standards such as PCI-DSS and HIPAA, do not include sensitive information — such as protected health information (PHI) or credit card numbers — in any form or template processed by Recurly Engage.