Onboarding: optimize your account and start your strategy

Connectif's onboarding is designed to help you generate your own strategy while you practice with the system. The contents are distributed in sections that follow an order to make it easy to include knowledge from every section in the next one.



This page, that we see every time we log in, shows a real time view of Connectif's performance. It's interesting to keep an eye to the purchase attributions that appear in the upper left side of the screen. They indicate an estimation of how much the workflows are influencing our sales, keeping in mind the time that there is between interaction with them and the purchases.



When an integration is made, a pack of smaller integrations is being placed in your ecommerce. Knowing these integrations allow us to understand how the information is getting to our site. It's also important to configure some data that can be useful in everyday work, so it's recommended to dedicate a few minutes to check if the setup is correct.



Check that your integration is correctly set up following the steps in this article. Otherwise, you'll have difficulties to work later on.



Knowing our audience is key to address them correctly. It's important to know which information we receive and how to take advantage of it to generate valuable interactions. For that reason, we'll check how to read contact information, prepare Connectif to get new information and create segments around it.


With the workflows, we'll establish a relationship with our audience via a chain of interactions. Workflows are made of nodes and the conections between those nodes. By taking advantage of our segments and the information in contact's profiles, we can direct pur actions just to those contacts that are relevant in each case. This will allow us to respond to their activity in the site in a personalized way and create value for the contacts.
If you deem it necessary, practice with these tools at the same time that you do it with the next section, Contents. This way, you can experiment with the editor at the same time you construct workflows to show your contents.


Content is everything our contacts can see on the site: popups, emails, floating bars, product carousels, forms, etc. The content editors have a lot of similarities between them to make the process more intuitive. By knowing how to work with one, we'll know how to work with all. In these links there are indications on how to create your first web contents and two specific articles about emails and push notifications:


To know what our contacts will see when they get products recommended or see what data from these products Connectif is using, we have the ecommerce section. In it, we can see the purchase details that are getting registered in the site, details from our catalog and even create segments with it. Browse through the ecommerce sections on your account and complete the data with the information you'll see in these articles:


Insights allows us to know the details of the activity on our ecommerce in regards to Connectif. You can filters by time periods or workflows, so you can see statistics from a specific workflow, from a campaign made of various workflows or even the whole site. You can make comparison between time intervals with both emails and sales. Here's an example of the emails panel: 

And that's all! Once the tour of the different sections within Connectif is over, it's time to define your marketing automation strategy. If you want to go a step further, don't forget to visit our help center (link here). Inside, you have more information about the tools and practical cases of use (link here).

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