MarketingIn development

Engage

Engage turns your customers into fans with personalised messaging; using emails, push and in-app notifications, and SMS.

In development

Cataloged and scoped, not yet available to run in production.

22
actions

Actions

Operations this integration can perform.

22

Add Customer to Accounts

Tool to add a customer to one or more account entities. Use when you need to associate a user with accounts and optionally assign roles.

Add User to Lists

Tool to add a Customer or Account to one or more Lists in Engage.so. Use when you need to subscribe a user to specific lists for targeted messaging.

Archive List

Tool to archive a List in Engage. Use when you want to prevent new subscribers from being added to a list. Existing subscribers will not be affected.

Archive User

Tool to archive a user in Engage. Use when you need to deactivate a user account while preserving all historical data. The user will stop being active and all engagement and events for the user will be stopped, but all messages, logs, and related data will be preserved.

Convert User Type

Tool to convert a user between Customer and Account entity types. Use when you need to change a customer to an account or vice versa.

Create List

Tool to create a new List in Engage for organizing subscribers. Use when you need to set up a new list for managing contacts or subscribers.

Create User

Tool to create a new user (Customer or Account) in Engage. Use when you need to add a user with optional metadata, device tokens, or list subscriptions.

Delete Subscriber From List

Tool to remove a subscriber from a List entirely (different from unsubscribing). Use when you need to completely delete a subscriber's association with a specific list.

Triggers

Events that start workflows from this integration.

5

Contact Created

Triggered whenever a new contact is created in Engage.

Contact Deleted

Triggered whenever a contact is deleted in Engage.

Contact Updated

Triggered whenever a contact is updated in Engage.

Multichannel Promotion Assigned

Triggered when a multichannel promotion is assigned to a contact in Engage.

Reward Voucher Created

Triggered whenever a reward voucher is created for a contact.

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