Getting Started
Welcome to HoodEngage. This guide helps you get set up quickly and points you to the right next steps.
Prerequisites
- An active HoodEngage account
- A site (web/app) you can configure
- Access to required provider credentials if using Email/SMS
1) Site setup & configuration
- Site setup / configuration hub
- Creating and managing sites
- Web site configuration
- Mobile app site setup
- Site groups management
- App groups management
- Site configuration
- Analytics setup
- Consent management
- Push notification prompts
- Custom service worker configuration
- Custom prompt configuration
2) Install the Web SDK
- Add the code snippet to your site
- Identify profiles and track events
- Enable analytics and push prompts
3) Create message templates
- Email, SMS, Push (and AdEx Push) templates
- Personalization and variables
4) Build your first campaign
- Define audience segments or lists
- Select channels and schedule
- Review delivery and performance
5) Reports
- Quick Reports (predefined)
- Reports Designer (custom reports, CSV export)
Helpful links
- Site setup & configuration hub: /guides/hood/web-application/module-management/containers-manager/
- Web SDK Quick Start: /guides/hood/web-application/sdk-integration/web/getting-started/quick-start/
- Message Templates: /guides/hood/web-application/module-management/message-templates/
- Campaigns: /guides/hood/web-application/module-management/campaings/
- Reports: /guides/hood/web-application/module-management/reports/