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Engage (formerly Personas)

Learn how to maximize your use of Engage (formerly Personas). Note: Engage has a new interface and sidebar navigation which allows you to select key marketing activities in one click.

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About this course

Note: Engage has a new interface and sidebar navigation which allows you to select key marketing activities in one click. 

In this course, we teach you all about Engage (formerly known as Personas) and how to create custom audiences to personalize everything about your customer experience. This includes an introduction, guidance of the user interface, computed traits, audiences, and a few examples to get you started.

Who Should Take This Course? 

This course is designed for customers who have purchased Engage and need additional resources beyond our documentation to understand how to best leverage the product.

Duration:

35 minutes

Objectives:

  • Familiarize yourself with Engage.
  • Explain the three pillars of Engage.
  • Navigate the interface.
  • Create Computed Traits.
  • Build Audiences.
  • Send Computed Traits and Audiences to downstream tools.
  • Recall example use cases.

Curriculum30 min

  • Course Introduction
  • What Is Engage (formerly Personas)?
  • Engage Overview
  • Knowledge Check
  • Identity Resolution
  • Workspace Overview
  • Identity Rules Configuration
  • Engage User Explorer
  • Exercise: User Explorer
  • Audiences
  • Audiences Overview
  • Creating an Audience
  • Audience Sync to Iterable
  • Generating Segmented User List in Iterable
  • Exercise: Create an Audience
  • Computed Traits
  • Traits Overview
  • Building Computed Traits
  • Trait sync to Customer.IO
  • Exercise: Create a Computed Trait
  • Knowledge Check
  • Activation
  • End Tool Catalog
  • Connecting a Destination
  • Exercise: Connect a Destination
  • Knowledge Check
  • Summary and Next Steps
  • Congratulations!

About this course

Note: Engage has a new interface and sidebar navigation which allows you to select key marketing activities in one click. 

In this course, we teach you all about Engage (formerly known as Personas) and how to create custom audiences to personalize everything about your customer experience. This includes an introduction, guidance of the user interface, computed traits, audiences, and a few examples to get you started.

Who Should Take This Course? 

This course is designed for customers who have purchased Engage and need additional resources beyond our documentation to understand how to best leverage the product.

Duration:

35 minutes

Objectives:

  • Familiarize yourself with Engage.
  • Explain the three pillars of Engage.
  • Navigate the interface.
  • Create Computed Traits.
  • Build Audiences.
  • Send Computed Traits and Audiences to downstream tools.
  • Recall example use cases.

Curriculum30 min

  • Course Introduction
  • What Is Engage (formerly Personas)?
  • Engage Overview
  • Knowledge Check
  • Identity Resolution
  • Workspace Overview
  • Identity Rules Configuration
  • Engage User Explorer
  • Exercise: User Explorer
  • Audiences
  • Audiences Overview
  • Creating an Audience
  • Audience Sync to Iterable
  • Generating Segmented User List in Iterable
  • Exercise: Create an Audience
  • Computed Traits
  • Traits Overview
  • Building Computed Traits
  • Trait sync to Customer.IO
  • Exercise: Create a Computed Trait
  • Knowledge Check
  • Activation
  • End Tool Catalog
  • Connecting a Destination
  • Exercise: Connect a Destination
  • Knowledge Check
  • Summary and Next Steps
  • Congratulations!