What is the integration between Recurly Engage and Recurly.js, Hosted Account Management, and Recurly Checkout?

Recurly Engage is a powerful, low-code platform for managing and optimizing subscriber engagement. For customers using Recurly Subscription Management (RSM), Recurly Engage is designed for a seamless, out-of-the-box integration with key pages. Once your Recurly Engage account is enabled, it automatically works across Recurly.js, Hosted Account Management (HAM), and Recurly Checkout without requiring additional engineering work.

Key Benefits of the Out-of-the-Box Integration

The automatic integration of Recurly Engage enables core use cases at critical customer touchpoints:

• Hosted Account Management: It's automatically enabled on HAM pages to help you target existing subscribers.
  • Use Cases: Reduce involuntary churn, offer cancel-save incentives, or promote plan upgrades.
• Recurly Checkout: It's pre-integrated into Checkout pages to optimize your conversion funnel.
  • Use Cases: Support workflows for abandoned cart recovery, cross-sells, and upsells to improve overall checkout completion rates.
• Recurly.js: The integration is automatically included wherever Recurly.js is installed, even for custom account and checkout experiences.
  • Use Cases: Provides a no-code solution for implementing in-app messaging on payment and checkout pages to prevent payment failures, address abandoned carts, and execute upsell campaigns.

This deep integration allows you to fully customize Engage prompts to suit your business needs across all these critical pages.

How to Leverage the Automatic Integration

After your Recurly Engage account has been enabled by your Recurly Account Manager, follow these steps:

1. Follow the Recurly Engage Integration Guide: Complete the initial setup of your Recurly Engage account using the official guide.
2. Access Out-of-the-Box Functionality: Once the setup is complete, Recurly Engage is automatically enabled on your Hosted Account Management pages, Recurly Checkout, and any pages where Recurly.js is installed. No additional engineering effort is required for these core use cases.
3. Manual Installation (Optional): To extend Recurly Engage to additional site pages (like your product catalog or marketing content), you must manually install the Recurly Engage Javascript tag (redfast.js) on those specific pages.
4. Manage Multiple Tags: If you are using Recurly.js and choose to manually install the redfast.js tag on other pages, it is recommended best practice to disable the automatic redfast.js installation to prevent duplication. The system will use the first tag it encounters.