Marigold Engage+

Product Overview

• Engage+ Release Notes
  Detailed information about the latest releases of Marigold Engage+.  September 2023 (23.9.0) Release Features will be deployed to all customers during September: NA - Sep 15, 2023 APAC -Sep 16, 2023 EMEA - Sep 19, 2023 Japan - Sep 27, 2023 Enhancements Say Hello to Engage+  Our new brand and a new look!  Introducing Engage+ This month we’re excited to unveil our new name as part of the Marigold portfolio of marketing solutions. Introducing Engage+! You’ll see our new branded look on our log...
• Engage+ Video Learning
  We have a helpful video library help teach you about Engage+ that can be found HERE. 
• Engage+ Upcoming Maintenance
  The upcoming release to the Cheetah Messaging platform is scheduled by region for September 2023: AMER Friday, October 13, 202311:00 PM EDT - 3:00 AM EDTSee impact details. APAC Saturday, October 14, 20238:30 AM IST - 12:30 PM IST11:00 AM HKT - 3:00 PM HKT1:00 PM AEST - 5:00 PM AEDTSee impact details. EMEA Tuesday, October 17, 202312:00 AM CEST - 2:00 AM CESTSee impact details. JAPAN Wednesday, October 25, 202312:00 AM JST - 4:00 AM JSTSee impact details. For Most...
• 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...
• Anti-phishing Features
  Anti-phishing Features Overview "Phishing" refers to the fraudulent use of email messages that are disguised to look like messages from reputable companies, but are actually intended to induce the consumer to reveal sensitive information, such as passwords or credit card numbers. This topic describes the features available in Cheetah Messaging to prevent phishing attacks from links sent as part of Messaging Campaigns.  Cheetah Messaging uses the concept of "redirects" for tracking link clicks...

User Guides

• Engage+ Refreshed Interface - FAQ
  Say hello to Messaging’s new look! Messaging 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 Messaging - Transition Timing July and August 2023 Early Access Phase - See and Explore it September 2023 Refreshed Messaging Goes Live September - December 2023 Legacy Messaging Availability Co...
• 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...
• User Guide for BOT Mitigation in Engage+
  Understanding Bot Clicks, their Impact, and How to Gain Value from the Automatic Bot Mitigation in Engage+ Link clicks at the individual or campaign level are one metric for engagement. Typically, bot clicks are security checks on behalf of the recipient. These clicks can inflate engagement metrics, trigger additional communications, corrupt machine learning models, and skew multivariate testing. Engage+ automatically separates bot clicks from human clicks and mitigates all of these issues fo...
• Increase Open Rates and Engagement by Using and Testing Preheaders
  This guide describes the best practices for using preheaders, and shows how to use and test preheaders along with your subject line to increase engagement. What is the Email Preview? The email preview will always be the first text in the email. In an HTML email, the first text is relevant to the opened email, usually not the subject line. What is an Email Preheader? An email preheader is invisible text that is added to the top of an email’s HTML to become the preview, instead of the first em...

Journey Designer

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

• Journey Designer Release Notes
  The latest Journey Designer releases and features. Undo/Redo (September 22nd, 2022) This one really needs no introduction! When you're trying out ideas or making changes to a journey, you can now undo and redo changes using the icons on the canvas or via the following keyboard shortcuts: Windows: Undo CTRL+Z, Redo CTRL+Y Mac: Undo CMD+Z, Redo CMD+SHIFT+Z   Step Notes (September 22nd, 2022) Have you ever looked back at something you did a while ago and can't, for the life of you, remember w...
• 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
  Journeys are run through a table-based knowledge base through Messaging Mode. All configurations are related back to a specific table found in Messaging. In this article, we discuss how to create a webhook, an HTTP request that transfers data when triggered by an event. This carries a message to a destination such as an SMS.  Webhooks are used for real time notifications, so your system can be updated right when the event takes place. Setting up CampaignsAs you know, Journeys is an orchestra...
• 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 Messaging 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 n...
• 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 Messaging 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 wil...
• Journey Designer Online Help
  Step-by-step guidance on how to use Journey Designer. Self-service Journeys: This Online Help topic explains how to create and manage your own journeys.  Standard Journey Overview: This Online Help topic provides a quick overview of the "out-of-the-box" journeys available within Journey Designer.  

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.

• 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 Messaging Swagger page provides details about the different API endpoints and payloads, and allows you to send test requests, and receive a response.  Messaging Swagger page    
• API Category: Data Management
  These endpoints allow you to load data into Cheetah Messaging. 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 me...
• API Category: Database Utilities
  These endpoints facilitate database management functions within Cheetah Messaging. 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 defin...
• 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...
• API Category: Asset Management
  These endpoints are used to manage assets used by your campaigns. Cheetah Messaging makes use of many different types of assets to support your marketing efforts, such as Filters, Links, Seed Lists, and Content Blocks. Each of the following endpoints manages a specific type of asset: Alert Groups: This endpoint allows you to retrieve information about an Alert Group, to manage the recipients within an Alert Group, or to define a new Alert Group. Campaign Links: This endpoint allows you to re...

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 Content D...
• 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 Cheetah Messaging account.   
• Data Management
  Guides related to import, exporting and managing data within Cheetah Messaging.  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 Messaging.  How to Create a Manual Import: Execute a one-off data import.  How to Vi...
• Reports
  Guides related to operational, intelligence and custom reports in Cheetah Messaging.  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 Cheetah Messaging platform.  Documents Campaign Scheduling: Description of the scheduling options available in regular one-off, date-triggered, and event-triggered Campaigns. Cheetah Messaging: 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 Cheetah Messagi...
• Channels
  How to configure and use specific marketing channels within Cheetah Messaging. 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 platform'...

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 Messaging: 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 Messaging: Email platform.  Documents API Best Practices: Best practices for using Messaging: Email APIs API Services Overview: Overview of how to use Messaging: Email APIs Bounce Handling Rules: Summary of the bounce handling rules within Messaging: Email  Customer Replies: Managing customer replies in Messaging: Email  Email Validation Rules: Standard Messaging: Email email validation rules Event Export Overview: Event Export details. Form...
• 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 Messaging: Email servers.  
• API Category: User Services
  These endpoints can be used to manage the users, or customers, within your Messaging: 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 ...

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 Cheetah Digital'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 f...
• 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...