Before You Start

Your onboarding involves different teams both inside your organization and outside. Preparing your resources in advance can greatly reduce the time and effort it takes to get you up and running.

Account Setup

We'll need to collect some information from you in order to set up your Emarsys account. Then we can start working on your deliverabilty compliance while you add users, configure the account security settings and start to create your marketing campaign assets.

Deliverability Onboarding

Emarsys has one of the best sender reputations in the industry and we work very hard to keep it that way. Below you can find our policy documents which can help you ensure that your email campaigns can enjoy the excellent delivery rates right from the start. Failure to comply with these might result in unnecessary delays.

User Management

First Steps in Your Account

Web Data Collection

Data Onboarding

Moving your data from your current providers to the Emarsys Marketing Platform, and keeping it synchronized, is one of the most important parts of the onboarding process.

API Onboarding

Predict Onboarding

For Predict customers, here we show you how to set up your recommendation widgets in your web pages and email campaigns.

Smart Insight Onboarding

For Smart Insight customers, after you have discussed the data profiling that will create your customer lifecycle segments, you can begin to configure your reporting screens.

Your First Campaigns

With your account set up and your data migrated, you can begin to work on your first marketing campaigns.