Engage
engage.soEngage is a customer engagement platform designed to consolidate customer profiles and their event histories so teams can deliver relevant outreach based on real behavior. It helps businesses keep data current, build segments around what customers actually do, and automate personalized engagement workflows that feel timely—not generic. With a focus on lifecycle marketing and event-driven messaging, Engage supports more consistent customer experiences across the moments that matter most.
With Engage connected, BOBs can continuously maintain accurate customer records by creating users, adding customers, and logging events as new activity comes in from across your business tools. Instead of manual list updates, BOBs keep your engagement data aligned with real customer behavior so outreach is always based on the latest context.
Once the profile and event history are up to date, BOBs can drive lifecycle actions that increase retention and conversion—e.g., triggering timely follow-ups, moving customers through engagement steps based on behavior, and ensuring messaging stays personalized to the events that matter. This is ideal for use cases like onboarding journeys, win-back campaigns, product usage follow-ups, and conversion nudges that respond to signals rather than guesswork.
What can BOBs do with Engage?
Perform actions
- Add Customer
- Add Event
- Create User
- List Customer ID Options
- List User ID Options