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)
  • 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/