How Do I Set Up a Personalized Onboarding Experience in Recurly Engage?

Recurly Engage is a low-code platform designed to deliver targeted in-app and web prompts, guides, and notifications, with personalized onboarding being one of its key use cases. A personalized onboarding experience is crucial for guiding new users to discover value and core features in an intuitive, contextual manner, which helps increase retention.

To set up a personalized onboarding experience in Recurly Engage, you will generally follow these steps:

1. Complete the Initial Recurly Engage Setup Before creating your personalized prompts, ensure your Engage instance is properly set up:

• Complete the Recurly Engage general setup.
• Invite any necessary users to the platform.
• Install the Recurly Engage JavaScript tag directly or via a tag manager (like Google Tag Manager) on your website.

2. Sync User Data for Personalization The key to personalization is utilizing relevant user data.

• Sync User Traits: Integrate your user data to sync subscriber and account traits (e.g., plan type, first name, tenure).
• Connect Data Sources: Connect your Recurly account as a data source to access real-time subscription information.

3. Personalize Prompts using Liquid Recurly Engage supports Liquid, a template language, allowing you to dynamically insert user-specific data into your in-app prompts. This ensures your messages are relevant and engaging.

• Go to the Prompts section in the Pulse management console.
• Create a new prompt or edit an existing one.
• In the text fields, insert Liquid variables using the {{ }} delimiters, such as {{ user.first_name }} or {{ subscription.plan.name }}. This allows a single prompt to display unique content to each user based on their specific details.

4. Create and Configure Onboarding Prompts Use the management console to design prompts that guide new users.

• Choose the appropriate prompt type for your onboarding flow (e.g., inline prompts, overlay prompts, or guides).
• Create an experiment to A/B test variations of your prompts, which will help you optimize the messaging, offers, and actions to maximize engagement and conversion.
• Activate the prompts to start delivering timely, in-app messages to new subscribers, guiding them to the next best step in their journey.