New to Recurly Engage? This page is your starting point — a quick summary of every major task, with a direct link to the full guide for each one.

Available on all Recurly plans

Key benefits

Unified reference Every essential workflow lives in one place, so you never lose track of where to go.

Time-saver Jump straight to the detailed guide you need with a single click.

Clear roadmap See each step at a glance and know exactly what to tackle next.

Key details

Configure your app's name, primary domain, and any domain aliases in the Recurly Engage console.

Grant team members access to one or more apps and assign the right permission level.

Integrate the JS SDK through a tag manager (GTM, Adobe DTM, Tealium) or embed it directly to enable Engage features.

Import customer attributes — via CSV or real-time events — to power targeted segments and personalized campaigns.

Design, schedule, and deploy browser-based prompts — pop-ups, interstitials, notifications, or video — to engage users.

Move a prompt through review with test users to full deployment, choose its placement method, and manage its lifecycle.

A/B test prompt variations against custom goals or controls to find the highest-performing experience.