Welcome to the Synerise First Steps!
…the ultimate guide, on your way to becoming a Synerise pro-user!
What is the goal of this guide
We’ve prepared this onboarding process to help you better understand our system and enable you a smooth and quick start with Synerise.
If you’re feeling a bit lost in the vast expanse of our system, fear not! We’ve got you covered with this guide that’ll have you up and running in no time.
Our First Steps Guide will teach the basics of the Synerise Platform, from setting up your account to launching your first campaigns.
You will also learn how to wield the power of AI and gain insights into customer behavior to deliver personalized experiences.
With our help, you will be optimizing your processes and launching successful campaigns before you know it.
What you can learn
With SYNERISE FIRST-STEPS GUIDE you can:
find out how the entire integration process looks, step by step,
easily integrate your website with Synerise platform,
learn how to set up your first campaigns,
discover the possibilities of analytics in Synerise,
learn how to prepare your first AI recommendations.
Accomplish our First Steps program and be ready to start your daily work in Synerise!
How to use this Guide
To get the most out of our guide, don’t skip any lessons and stick to the order we’ve laid out. Our Client Success and Implementation team experts have carefully prepared the order of the lessons so that it is easy to understand how to prepare the integration process.
In every chapter you will find a few types of content:
Introduction and basic information – read them all to become familiar with the topic.
Links to our knowledge base and documentation – presented in the special frame - where you will find links to documentation and technical instructions where you can find more information and complete documentation.
Videos – video materials created by our experts which give you a wider perspective and show you examples of use.
In case of questions you can always contact us at any time - using our form, directly or via Service Desk.
Enjoy your learning process!
Prepare yourself to the integration process and learn how to create integration checklist and set up the timeline