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User Experience for Engage

When your users navigate to the embedded Reach UI, they will have access to powerful communication tools to connect with their customers. The user experience includes:
1

Setting Up Communication Channels and Senders

Your tenants can configure their preferred communication methods. If you’d like to offer it, they can connect their email domains or at minimum choose a unique subdomains and display names.
2

Building Audience Segments

Tenants can use the shared customer and transaction data using the fields and values they are already familiar with from your application.
3

Automating and Sending Communications

A customized email and SMS builder allows designing messages with personalization at the right time.
4

Analyzing Performance

Reach shows open rates, click rates, conversions, revenue, and other key metrics to continually optimize communication strategies.

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Integrating Engage into your Platform

Implementing Engage for your tenants requires these key technical steps:
1

Embed the Reach UI into your Application

Decide how you want to expose Reach to your users. We support both IFrame and React Component options that give you control to match the look-and-feel of your platform. With the help of a shared secret, we allow you to automatically authenticate your users so they do not need to separately log into Reach. See the Embeddable UI section for more details.
2

Share User and Transaction Data

Connect your user data via our webhook integration (preferred method) to ensure Engage has access to the most up-to-date customer information for targeting and personalization. See the Data Sharing section for more details.
3

Customize the Tenant Experience

Configure which communication channels and integrations your tenants can access, set up custom sender domains, and define which data fields can be used for segmentation and message personalization. See [/engage/channel-integrations] to get started.

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Future Customization Options

In upcoming releases, vertical SaaS providers will be able to further tailor the Engage experience through:
  • Suggested Templates: Provide industry-specific communication templates for automations and campaigns
  • Default Automations and Segments: Pre-configure common workflows and customer segments for your industry
  • Custom Integrations: Connect dynamic communication content such as coupon codes, real-time schedule availability, and product inventory.
Reach out to support@embedreach.com to learn more about these features or get a preview of these upcoming features.