Marketing
Engage
9 min
engage so is a customer engagement platform that enables businesses to create interactive product demos and onboarding experiences integrating engage so with make com allows automated creation, management, and tracking of product demos and user onboarding flows this is ai generated content based on official engage documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //engage so/ directly requirements to use the engage app in make, you must have an active account and api credentials which include an api key and api secret, https //engage so/ for subscription, refer to the https //engage so/ connect engage and {{product name}} to get started, you must first create a connection between engage and {{product name}} , allowing the two services to communicate obtain your basic auth credentials in your engage account create the connection in make obtain your basic auth credentials in your engage account before you create the connection in {{product name}} , you should first obtain your basic auth credentials in your engage account to obtain your basic auth credentials navigate to the account dashboard navigate to the settings section click on the api panel in the settings section copy the api key displayed on screen copy the api secret displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //docs engage so/en us/a/62bbdd015bfea4dca4834041 api overview create the connection in {{product name}} https //www make com/en/register , add the engage module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your engage account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page engage modules after connecting to the engage app, you can choose from a list of available modules to build your {{scenario plural lowercase}} identify a user sends specific user attribute data to the engage platform for processing or analysis make an api call executes a custom api request to the connected service using your authorized credentials track a user sends a specific user activity or action as an event to engage for tracking or analysis templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} engage resources you can have access to more resources related to this app on the following links https //community make com/search?q=engage https //engage so/ https //docs engage so/en us/c/62bb227ee41842a785276167 api https //www make com/en/integrations/engage