Documentation

Implementation guide

Configure tracking, synchronize customer properties, and launch workflows with accurate analytics.

1

Provision API credentials

Create an account and navigate to Marketing → API keys. Register your domain, generate a key, and restrict usage to authorized origins.

2

Identify customers on your site

After authentication or form submission, call Marketing.identify() with a stable identifier (email or user ID).

Client-side identification
Marketing.identify({
  email: '[email protected]',
  id: 'usr_12345',
  name: 'Alex Morgan'
});
3

Synchronize profile properties

Use the Customer Properties API to push CRM attributes. Properties power segmentation, workflow conditions, and reporting.

Open API reference

4

Configure automation

Build event-triggered workflows and scheduled campaigns. Review delivery, opens, and engagement in customer analytics—scoped to marketing sends only.

5

Connect sending infrastructure

Under Marketing → Integrations, connect your email providers (Gmail, SendGrid, Mailgun), SMS via MSG91 or Twilio, and WhatsApp via Meta or Twilio WhatsApp. Transactional system mail remains separate from marketing analytics.

6

Monitor live visitor activity

On Premium plans and above, open Marketing → Live tracking to watch regional traffic, page-flow treemaps, and individual customer journeys in real time.

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