Introduction: Getting started with Connect

Connect is a proactive messaging solution that allows you to meet your customers at the most critical moments of their customer journey to ensure you have impact on the next decision they make.

By using Connect, every message you send can make your customers think, “Oh, perfect timing!” Customers expect personalization, but often get noise. Instead of quantity, Connect allows you to give them quality.

This Getting Started Guide guide includes the following lessons:

• Introduction: Getting started with Connect (you are here)
• Lesson 1: The CSV import path
• Lesson 2: The API integration path
• Lesson 3: Common use cases for Connect

In this section, we'll discuss the following topics:

• How can you use Connect?
• How do you start?

How can you use Connect?

Connect is completely configurable, so your campaigns can be tailored to your business strategy and customer base. It is a one-stop shop for personalized, scalable communication with your customers throughout their entire lifecycle:

For some examples of the more common campaigns customers create to increase engagement with their users, see Common use cases.

How do you start?

Visit the Connect website. There, you can get a tour of the product, watch a demo, and sign up for your free 14-day trial. If Connect seems like a good fit for your organization, you can view pricing details or contact a sales representative.

When you’ve created an account, you can start using Connect to communicate with your customers.

Connect can accept data through either CSV import or an integration with our API. To get started quickly with Connect, we recommend beginning with the CSV import, which allows you to use broadcast campaigns, and then moving on to the API integration for trigger-based campaigns.

Note: If you are part of the Support to Connect integration Limited Availability release, your users are imported from Support automatically, and you can skip those steps as described in this guide.

CSV import

The CSV Import Path unlocks the ability to use Connect’s broadcast campaigns. This means you will be able to send targeted messages to segments of users based on their attributes. This is the fastest way to start using Connect.

The CSV Import lets you:

• Import your entire historical user base and their important attributes

• Create broadcast campaigns - which go out at a set time, targeting users based on their attributes

Click here to get started with your CSV import.

Once you’ve completed importing your historical customers via CSV, you can send your first broadcast campaign.

API integration path

The Api integration path unlocks the Ability to use both trigger-based campaigns and broadcast campaigns. This means you will be able to built automated messages and have your user data automatically updated in real time.

This integration path requires a programmer/engineer from your company, and unlocks the rest of Connect’s feature set. Once you setup the API Integration you will be able to:

• Create trigger-based campaigns, which are always live, and are sent to specific users at the time they complete a certain goal, or fit a definition you’ve set up - in addition to broadcast campaigns
• Filter based on event data
• Automatically update user profiles
• Create custom campaign goals

Click here to get started with your API integration. When you’ve completed the integration, you can send your first trigger-based campaign.