Setting Up Engagement Cloud

If you are new to Engagement Cloud, you must first sign up for a free account. Then, follow the instructions to complete the setup and gain access to your account dashboard.

Step 1: Sign Up for a Free Trial

  1. On the Admin sidebar, go to Stores > Settings > Configuration.

  2. In the left panel, expand Engagement Cloud and choose Accounts.

  3. In the banner, click Start free trial.

    Engagement Cloud configuration - start free trial Start Free Trial

  4. Complete the form and click Create an Account.

    Engagement Cloud - free trial sign up Create an Account

  5. Wait a few moments while your account is created. When the congratulations message appears, click Close ( Close icon).

    Engagement Cloud is now enabled, and your API Username and API Password appear in the Settings section of the Magento configuration.

  6. In the upper-right corner, click Save Config.

  7. When prompted, click the Cache Management link in the message at the top of the page. Then, refresh any invalid cache.

    Engagement Cloud configuration - account credentials Account Credentials

Step 2: Log in to Your Account

  1. In a new browser window, go to the dotdigital website.

  2. In the upper-right corner, click Login. Then, do the following:

    • Enter your email address and password that you specified when you signed up for the account.

    • Check your email for the authorization request message from dotdigital. Then, click the activation link to get started. The activation link is valid for one hour.

      If you can’t find the message, check your Junk Email folder.

  3. During the welcome interview, you are asked to answer a few questions about your business. Complete the interview, and navigate through the introduction.

  4. Click Build your first campaign.

    To continue, see Create a Campaign.

    At some point while working with your free trial, you’ll be asked to verify your account. When prompted, click the free trial message above the header and follow the instructions. Until then, the status of your account will be unverified.

    Engagement Cloud - build your first campaign Build Your First Campaign

Step 3: Complete the Magento Configuration

The Engagement Cloud configuration includes numerous settings to sync order, catalog, and abandoned cart data, and to configure additional features. To learn more, see the Quick Start Configuration Guide for Magento 2.