Product Overview

  • Engage+ Release Notes
    Detailed information about the latest releases of Marigold Engage+.  February 2024 (24.2.0) Release Features will be deployed to all customers during February: NA - Feb 16, 2024 APAC - Feb 17, 2024 EMEA - Feb 20, 2024 Japan - Feb 28, 2024 Refreshed View Required for All Users Legacy View Access Closes in February  APPLIES TO ALL USERSAfter the Refreshed View became the default view in September of last year, nearly all users immediately began using it and never looked back. The Legacy View wa...
  • Engage+ Video Learning
    We have a helpful video library help teach you about Engage+ that can be found HERE. 
  • Google & Yahoo Sender Requirements: FAQ
    As part of the new sender requirements from Google & Yahoo, recipients must be able to unsubscribe with ease. From the January release, Marigold Engage+, EDP, and CheetahMail have enhanced their existing unsubscribe headers to comply with the one-click requirement. Be mindful that your existing unsubscribe link in the body of the message is still required and will continue to work. We understand that the Deliverability & the New Sender Requirements from Google and Yahoo are generating questio...
  • Engage+ Upcoming Maintenance
    Please find below the upcoming dates for Engage+ Releases.  For details on releases, please see Engage+ Release Notes Note: The below will include downtime.   AMER Friday, February 16th, 2024 11:00 PM EST - 3:00 AM EST  APAC Saturday, February 17th, 2024 9:30 AM IST - 1:30 PM IST 12:00 PM HKT - 4:00 PM HKT 3:00 PM AEDT - 7:00 PM AEDT EMEA Tuesday, February 20th, 2024 12:00 AM CET - 2:00 AM CET ____________________________________________________________________...
  • Engage+ Solution Overview
    Our best-in-class cross-channel messaging capabilities empower brands to deliver on their promises and meet enterprise-scale consumer needs. Follow this link to learn more about Marigold Engage+.  
  • FAQ: Dynamic Link Redirection Vulnerability
    FAQ: Dynamic Link Redirection Vulnerability   As of June 2023, Link Authenticity has been made available in all regions and enabled by default for all clients worldwide. For campaigns launched AFTER Link Authenticity has been enabled in the account, tracked links inside emails from those campaigns will go through authentication by our redirect servers to ensure the tracked links have not been tampered with before forwarding readers to their final destination. If marketers want to take adv...
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Contact Support

  • Contacting Support
    Hi There! If you were not able to find the answer to your question in our resources, we would be happy to assist. Please reach out to us via our Support Portal to submit a Support Case. For urgent requests, we can also be reached by phone at the numbers listed below. Australia +61 2 8311 1006 - 24/7 English Language Support France +33 366 880 075 - 24/7 English Language Support - 9:00 – 18:00 French Language Support Germany +49 211 38769 045 - 24/7 English Language Support - 9:00 – ...

User Guides

  • Engage+ Refreshed Interface - FAQ
    Say hello to Engage+’s new look! Engage+ has been beautifully modernized with new styling, making it brighter and easier to read and use. The new Top Navigation will have you moving fast as you create powerful campaigns using the same workflow you know and are used to.     Refreshed Engage+ - Transition Timing July and August 2023 Early Access Phase - See and Explore it September 2023 Refreshed Engage+ Goes Live September - December 2023 Legacy Engage+ Availability Continues ...
  • Legacy View Interface Scheduled to Close in February 2024 - FAQ
    The Engage+ “Legacy View” has been available as an optional user interface since our go-live release of the Refreshed Interface in September 2023. Legacy View is now scheduled to close in February 2024. What is the Refreshed Interface? The Refreshed Interface is our primary new interface for all users and offers you: Modern and new styling, making it brighter and easier to read and use Fast and intuitive top navigation An easy and quick transition with workflows that remain the same The vas...
  • ML STO User Guide
    Machine-Learning Send-Time-Optimization Introduction ML STO helps you optimize message send time to the best hour of the day for each person. ML STO uses machine learning (ML) models based on recipient engagement to determine the optimal delivery time for each recipient. Using ML STO helps you to optimize send time to the best hour of the day for each person in your audience, which should help to improve opens, clicks, and overall engagement.  Note: ML STO is an optional feature that must be ...
  • Using the Marigold AI Content Assistant with Best Practices for AI-Assisted Copywriting
    This user guide will tell you how to have the Marigold AI Content Assistant added to your Engage+, how to use the Marigold AI Content Assistant, the best practices for better, more efficient copywriting using AI, and a power-tip for marketer efficiency. How to have the Marigold AI Content Assistant added to your Engage+ Marigold AI Content Assistant is available for use in the Engage+ Content Designer in all regions where Engage+ is provided.  To Get Started: Contact your Marigold representat...
  • Loyalty Segment Export User Guide in Engage+
    Prerequisites You must ensure that the Loyalty Segment Export Setup and the Engage+ Setup Guide for Loyalty Segment Export has been completed and tested first. Use Case #1: Use Loyalty Segment Export with One-Time Ad Hoc Campaigns  Workflow Description: In this use case, the user will export the Loyalty Segment. The user will then use an Import Template in Engage+ to import the segment export file into the desired sending table. Finally, the user will target this import activity inside the c...
  • LiveContent in Engage+
    Introduction LiveContent activates data into personalized content and makes emails more interactive, personalized, and timely.  With LiveContent integrated into Engage+, the real-time personalization powered by LiveContent integration is a seamless way to insert LiveContent elements in email campaigns. For more details visit liveclicker.com. LiveContent is supported in both Content Designer and Advanced Editor, of Engage+. To use LiveContent content in Engage+, please contact your Marigold Re...
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Journeys

Assistance, guides, and additional information on Journey Designer can all be found here.

  • Journeys Release Notes
    The latest Journey Designer releases and features.   Duplicate Step (February 6th, 2024) Most journeys tend to follow the same pattern - send, wait, send, wait - and as a result, you might find yourself spending more time than is needed. The new Duplicate Step option on the Journey Canvas helps this scenario by not only allowing you to add the same step en masse, but also duplicating settings in order to save you time editing each of your steps. You can either right click on the step you wan...
  • Building a Journey
    Journeys is an orchestration tool that offers non-technical marketers end-to-end capabilities to manage and deliver personalized interactions at scale. Journeys allows marketers to easily create a multi-step campaign helping them browse, build, publish, and manage advanced journeys based on existing Engage+ assets. This guide shows you all of the basics that you need to design your own journey using the Journeys canvas. The LibraryThe Library is an ideal starting point for any new journey. I...
  • Configure your Event and Webhooks
    Configuring Engage+ to work with Journeys In order to work, Journeys requires three things to work:   A source of customer data A source of customer behavioral triggers (“Events”) Campaigns to send   When you configure these, they will always use the same data source, as unique customers are identified using a PKID, which needs to be consistent.   Setting up a TableYour Journeys account will use a default table, which every journey will default to when you create it. It is possible to ov...
  • Testing Journeys: Using Simulations
    Journeys is an orchestration tool that offers non-technical marketers end-to-end capabilities to manage and deliver personalized interactions at scale. Journeys allows marketers to easily create a multi-step campaign helping them browse, build, publish, and manage advanced journeys based on existing Engage+ assets. In order to ensure that your journey works, Journeys comes with some tools which allow you to test end-to-end without sending any content to customers and highlights areas that nee...
  • Publishing and Monitoring your Journey
    Journeys is an orchestration tool that offers non-technical marketers end-to-end capabilities to manage and deliver personalized interactions at scale. Journeys allows marketers to easily create a multi-step campaign helping them browse, build, publish, and manage advanced journeys based on existing Engage+ assets. Once you have built and tested your Journey, it is time to publish your work. After publishing, there are ways to easily update and monitor your journeys. In this article, we will ...

Technical Documentation

Engage+ supports a wide range of API endpoints that can be used to create and manage assets, or to automate functions, such as triggering the deployment of a campaign.

  • Loyalty Profile Stream with Engage+ Setup Guide
    Overview Important: This feature is currently limited to Early Adopter Release.In October 2023 qualifying users in North America and EMEA regions can utilize the Loyalty Profile Stream with Engage+. This feature will become available to other users and regions in early 2024. Please contact your Marigold Representative for further information if you would like to be considered for the Early Adopter release.   The Loyalty Profile Stream feature offers a streamlined data exchange between...
  • Engage+ Setup Guide for Loyalty Segment Export
    Overview It is useful for marketers to be able to use segments generated in Loyalty in external systems. To that end, this integration helps marketers use Marigold Loyalty segments to personalize messages in other Marigold products. Important: The segment export feature in Marigold Loyalty is currently supported for integration with Marigold Engage+ only. Use Cases The intent of the integration is to enable brands to use Segments generated in Loyalty to trigger Campaigns in Engage+ in an auto...
  • API Technical documentation
    The Engage+ Swagger page provides details about the different API endpoints and payloads, and allows you to send test requests, and receive a response.  Engage+ Swagger page    
  • API Category: Data Management
    These endpoints allow you to load data into Engage+. Endpoints Click on a link below to view the Technical Guide for each endpoint: HTTP POST: This feature is used to submit data collected from your consumers via a Web  Form, or from another system via an API Post.  Standard Data Load: The Standard Data Load endpoint provides the same functionality as the HTTP POST endpoint, except the Standard Data Load endpoint requires authentication using OAuth 2.0, and supports JSON and XML messages. ...
  • API Category: Database Utilities
    These endpoints facilitate database management functions within Engage+. Endpoints Click on a link below to view the Technical Guide for each endpoint: Activity: This endpoint allows you to retrieve activity details (such as "bounces," "clicks," opt outs," etc." for a specific recipient. This endpoint provides several different search options for finding the desired recipient. Campaign Procedures: This endpoint allows you to retrieve a list of all the custom stored procedures defined in yo...
  • API Category: Campaign Management
    These endpoints are used to define and manage your campaigns in different channels. Endpoints Click on a link below to view the Technical Guide for each endpoint: Email Campaign: This endpoint allows you to manage your Email Campaigns -- you can request information about an existing Campaign, or update or delete a Campaign. You can also provide all of the information needed to define a new Email Campaign. Email Cell Campaign: This endpoint allows you to view and edit the individual cells wit...
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Quick Start Guides

Quick Start Guides are available for a wide range of features and topics.

  • Email Campaigns
    Guides related to setting up and launching email campaigns using the Enhanced Workflow screen. How to create an Email Campaign: Create a new Campaign and provide the Campaign content.  Schedule a Campaign -- Date-triggered: Configure the schedule for a Date-triggered Campaign.  Schedule a Campaign -- Regular One-off: Configure the schedule for a Regular One-off Campaign.  Schedule a Campaign -- Event-triggered: Configure the schedule for an Event-triggered Campaign.  How to use the Cont...
  • Assets
    Guides related to creating and managing assets used in campaigns. Reusable Items: How to create various assets, such as Content Blocks, Opt-out Messages, Reply Handlers, Seed Lists, and Exclusion Lists.  Dynamic Blocks: How to build and manage your Dynamic Blocks.  Filters: How to build and manage your Filters. Looping Data: How to build and manage Looping Blocks and Simple Loops. Proofing Groups: How to build and manage your Proofing Groups. External Content Blocks: How to build and manage ...
  • Channels
    Guides related to publishing campaigns to channels other than email.  How to Create a Push Notification Campaign: Create and manage your Campaigns in the Push Notification channel.  How to Create an SMS Text Campaign: Create and manage your Campaigns in the SMS Text channel. How to Create an Ad Audience Campaign: Create and manage your Campaigns in the Ad Audience channel. How to Set Up Push Notifications: Configure the Push Notification channel within your Marigold Engage+ account.   
  • Data Management
    Guides related to import, exporting and managing data within Marigold Engage+.  How to Create an Export Template: Create a repeatable Export Template.  How to Create a Data Map: Create a reusable Data Map for importing data into the platform.  How to Create an Import Template: Create a repeatable Import Template.  How to Enable EDP Fields: Enable fields from your Engagement Data Platform database for use in Engage+.  How to Create a Manual Import: Execute a one-off data import.  How to...
  • Reports
    Guides related to operational, intelligence and custom reports in Marigold Engage+.  Working with Campaign Reports: Configure and use the standard Operational Reports.  Working with Standard Marketing Intelligence Reports: Configure and use the standard Marketing Intelligence report.  How to Create Custom Marketing Intelligence Reports: Create your own custom Marketing Intelligence report.         

Platform Documentation

This section contains a wide range of documentation about Engage+, focusing on the overall features and capabilities of the platform.

  • Features
    High-level descriptions of various features of the Marigold Engage+ platform.  Documents Campaign Scheduling: Description of the scheduling options available in regular one-off, date-triggered, and event-triggered Campaigns. Marigold Engage+: Introduction: An introduction to the platform's features, concepts, and terminology, and instructions for setting up and deploying your first Campaign. Data Import Capabilities:  Description of the data import features available within Marigold Engag...
  • Channels
    How to configure and use specific marketing channels within Marigold Engage+. Digital Print Capabilities: A description of the platform's features and capabilities related to the Print channel. Push Notification Capabilities:  A description of the platform's features and capabilities related to the Push Notification channel. SMS / MMS Text Capabilities: A description of the platform's features and capabilities related to the SMS Text channel. Web Capabilities: A description of the platfo...

Premium Features

This section provides user documentation for the premium features available for Engage+ including Distributed Marketing and Engage+ Archive.

  • Distributed Marketing
    Distributed Marketing is an email content management tool specifically intended for use by corporations that have franchises, or store locations, that need to conduct their own email marketing efforts. Distributed Marketing gives the parent corporation the required oversight regarding the content, appearance, and branding of these messages, while still allowing the individual franchises some degree of customization. Distributed Marketing allows marketers at the franchise locations to create s...

CheetahMail

Learn about email mailings, segments, dynamic content and more.

  • Engage+: Email Online Help
    The Engage+: Email Online Help provides detailed step-by-step instructions for the entire platform.  To view the Online Help, click here.    Quick Links Configure an Email Mailing Create a Segment to target your Mailing View Mailing Summary Report  
  • Features
    High-level descriptions of various features of the Engage+: Email platform.  Documents API Best Practices: Best practices for using Engage+: Email APIs API Services Overview: Overview of how to use Engage+: Email APIs Bounce Handling Rules: Summary of the bounce handling rules within Engage+: Email  Customer Replies: Managing customer replies in Engage+: Email  Email Validation Rules: Standard Engage+: Email email validation rules Event Export Overview: Event Export details. Forms Ove...
  • Quick Start Guides
    Quick Start Guides for creating dynamic content and working with segments. Create Dynamic Content in Standard Mailings Exclude xDB from Segments User Agent Segmentation Working with Segments    
  • API Category: Authentication Service
    These endpoints validate a username/password combination and return a cookie to be used as an access token. Click on a link to view the Technical Guide for that endpoint.  login1: This service enables a client to access API services by creating a login cookie. This cookie is IP-restricted and lasts for eight hours after generation.  ok1: This service allows a client to ensure that they are properly passing the authentication cookie obtained by logging in to the Engage+: Email servers.  
  • API Category: User Services
    These endpoints can be used to manage the users, or customers, within your Engage+: Email database. Click on a link to view the Technical Guide for that endpoint. getuser1: This service allows the client to submit a customer’s email address, and to receive back the customer's demographic and subscription data. This endpoint should be used only to test that setuser1 or other services were successful during initial API setup. setuser1: This service allows the client to add subscribers to the...
  • API Category: Mailing Setup Services
    These endpoints can be used to manage mailings. Click on a link to view the Technical Guide for that endpoint. linkload1: This service allows the client to upload a "linkfile" to an existing Mailing.  mailgo1: This service allows the client to: Create a new Mailing Specify parameters for an existing Mailing (i.e. which Subscriber List(s) to use as an address source). Queue the Mailing. mailresults1: This service allows the client to retrieve email address-level Mailing results (delivered ...
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Additional Resources

Resources regarding smart sending and EDP

  • Data Dictionary
    Overview This document describes the standard fields available within the EVENT and CAMPAIGN tables in Marigold's Engagement Data Platform (EDP). Event Table The EVENT table is used to store information about Events. An Event in EDP is conceptually similar to an Activity in that it represents some action or behavior that the consumer takes, and that the platform is able to capture and track. An Event is essentially a lightweight, high- volume version of an Activity that's used mainly for repo...
  • Integrations User Documentation for EDP
    From the Integrations area of EDP, you can define imports into your database, exports from your database, and "connectors" to other platforms and services.   Quick Start Guides Quick Start Guides are designed to get you up to speed quickly on a specific feature or topic in the platform.  Import Data: Import data into any table in your EDP database. Export Data: Export data from any table in your EDP database. Export Ad Audience Data: Export Person records and send to Google or Facebook ad...
  • Definitions User Documentation for EDP
    From the Definitions area of EDP, you can define the Attributes used in your People table, as well as configure other aspects of your account, such as Business Units, Personalization Rules, and Business Units.   Quick Start Guides Quick Start Guides are designed to get you up to speed quickly on a specific feature or topic in the platform.  Activity Types: Create custom Activity Types for tracking consumer behavior. People Attributes: View and manage the fields in EDP that relate to your c...