*NEW* Segments

Learn to segment your database based on people, accounts, opportunities, and activities, and push data back into Salesforce

Learn More

Introducing the Configurable Journey

Go beyond the basic account funnel and customize each stage of the journey with criteria that fits your business needs

Learn More

Whale-come to the Dive School

Here you will be able to build your knowledge from the seafloor up!  Find your course below, and you will be well on your way towards becoming First Mate.

Are you a marketer?

Complete our series "A Marketer's Perspective." It's filled with courses designed with you in mind and will help you optimize your use of Engagio.

Get Started

Seller who wants to keep their workflow?

Learn how Engagio can enhance your current workflow, while continuing to sail the seas you're currently in every day.

Check It Out

Looking for some live training?

Keep and eye out for Engagio's upcoming webinar series for a chance to optimize your Engagio experience, ABM, and even hear from some of our successful clients.

Coming Soon...

Dash: Introduction
Dash: Introduction
Brand new to Dash? This course is a perfect start to get you introduced to the basics.
FREE
3 min
Ensure Engagio Has Your Data
Ensure Engagio Has Your Data
Learn how to properly connect your data sources before leveraging Engagio. This is the first step towards setting up your instance. Note that you may not need/have all of our possible integrations.
FREE
Engagio Global Settings
Engagio Global Settings
Learn how to better customize Engagio for your organization's needs.
FREE
7 min
Platform Settings
Platform Settings
Learn how to customize Engagio's admin platform settings.
FREE
5 min
Manage Users and Their Settings
Manage Users and Their Settings
Learn how to create, edit, or delete users in Engagio!
FREE
6 min
Determine how you want to look at your data
Determine how you want to look at your data
By creating account lists, you can measure program impact and sales effectiveness within your organization’s core segments.
FREE
13 min
Track the time your accounts are spending with you
Track the time your accounts are spending with you
Understand the core concept of engagement minutes within Engagio.
FREE
19 min
The Marketer's Dashboard
The Marketer's Dashboard
Familiarize yourself with how to read the different visualizations in your analytics Dashboard
FREE
12 min
Account and People Analytics
Account and People Analytics
Learn how to analyze data related to your target accounts and the people associated with those accounts.
FREE
1 min
Engagement
Engagement
Learn various ways to leverage the Engagement reports within Engagio's Analytics
FREE
10 min
Program Impact
Program Impact
Learn how your Marketing Programs and Campaigns are influencing your Accounts
FREE
2 min
Advanced Functions
Advanced Functions
Learn additional advanced functionality that can help unlock Engagio's true reporting capabilities!
FREE
25 min
Take Action
Take Action
Looking at your account insights and thinking what to do next?
FREE
16 min
Get to know Engagio
Get to know Engagio
What is Engagio and how do I get started?
FREE
8 min
Emails for Sales
Emails for Sales
Get the account-data you need, when & where you need it!
FREE
8 min
Inside Salesforce
Inside Salesforce
Learn how to leverage Engagio Insights where you're already spending your time.
FREE
7 min
Use Engagio Across the Web
Use Engagio Across the Web
Learn how to enhance your sales process by utilizing scout throughout your workflow.
FREE
7 min
Installation and Configuration
Installation and Configuration
Take these critical steps in getting your Dash instance installed, configured, and setup to set sail.
FREE
15 min
How Engagio Dash Works
How Engagio Dash Works
Dash is made of numerous custom objects, settings, fields, etc. However, there are some core concepts you need to learn in order to understand how Dash works.
FREE
24 min
Dashboards Explained
Dashboards Explained
Understand how to interpret the MQA Impact, Opportunity Created Attribution, Closed Won Attribution, and Campaign Cost ROI Dashboards.
FREE
20 min
The Clear and Complete Guide to Account Based Marketing
The Clear and Complete Guide to Account Based Marketing
The second edition of Engagio’s Clear and Complete Guide to Account Based Marketing incorporates everything we’ve learned over the last three years about ABM.
FREE
Blueprint for Sales Activation
Blueprint for Sales Activation
If there was one golden rule for any revenue team to follow it would be this: Silos don’t work. They lead to inefficiencies, broken systems and problems at every level. It's time to break down the barriers and align as one revenue team.
FREE
ABM Personalization at Scale
ABM Personalization at Scale
Delivering personal and relevant content to all of your target accounts is a tall order. In this ebook, we give you the keys to accomplishing just that. We walk you through the frameworks we use, offer some practical tactics, then end by revealing some of our plays along with the results.
FREE
How to Select Your Target Accounts to Ignite Your ABM
How to Select Your Target Accounts to Ignite Your ABM
Talk to any ABM analyst, read any ABM report or listen to any ABM keynote, and they’ll all give you the same advice for getting started with ABM: the most critical piece is selecting the right accounts.
FREE
How To Execute A World-Class Expansion Strategy with ABM
How To Execute A World-Class Expansion Strategy with ABM
Most of us have heard phrases like “Would you want to supersize that?” or “Do you want fries with that?” If you work in B2B, you may only hear these particular questions at lunch, but post-sale marketing (upsell and cross-sell) is an important strategy to be familiar with!
FREE
The Clear and Complete Guide to ABM Analytics
The Clear and Complete Guide to ABM Analytics
Resources to help you understand and implement ABM analytics today!
FREE
TOPO's 2019 Account Based Benchmark Report | Brought to you by Engagio
TOPO's 2019 Account Based Benchmark Report | Brought to you by Engagio
TOPO surveyed more than 150 practitioners at leading account-based organizations and compiled the strategies and metrics that support them into the 2019 Account Based Benchmark Report. This report provides insights organizations can apply to adopt or evolve their account based strategy in 2019
FREE
The ABM Technology Buyer's Guide
The ABM Technology Buyer's Guide
More companies than ever are investing in Account Based Marketing (ABM) technology. Although more business leaders realize ABM is a serious business strategy, not a fad, there’s confusion about which tools are best for the job. In a world of too many options, we hope this clears things up.
FREE
Lead to Account Matching
Lead to Account Matching
Understand how Engagio’s lead-to-account matching operates, its different functionalities, and your L2A analytics!
FREE
5 min
Configurable Journey
Configurable Journey
Go beyond your current account funnel by adding in customizable stages that match your organization's business needs.
FREE
12 min
Segments
Segments
Segment your database based on people, accounts, opportunities or activities, and push data back into Salesforce.
FREE
3 min
Selectors
Selectors
Learn the fundamental functionality used in many aspects of Engagio including building lists, filters, reports, segments, audiences, and automations.
FREE
5 min
Automations
Automations
Learn to scale your Account Based Marketing Initiatives by automating previously manual, time consuming operational activities.
FREE
13 min
Audience Management
Audience Management
Learn how marketers can seamlessly sync Engagio Audiences built using Engagio Selector technology to 3rd party platforms, like LinkedIn
FREE
8 min
Selectors with Complex Logic
Selectors with Complex Logic
You've learned the basics of utilizing selectors; however, you want to learn the logic behind creating complex scenarios. This lesson will teach you that with a few examples.
FREE
14 min
Intent Data (Bombora Integration)
Intent Data (Bombora Integration)
Learn how Engagio combines first-party engagement data and third-party intent insight to measure active demand for accounts, prioritize which accounts need action by Sales, and orchestrate the right plays across human and automated channels.
FREE
4 min
Getting Introduced to Engagio
Getting Introduced to Engagio
Is this your first time hearing about Engagio? If so, this is a great place to start. Complete this quick set of lessons to understand what Engagio is and more importantly why you should use Engagio.
FREE
7 min
Ready the Ship
Ready the Ship
Follow this series of courses to ensure your Engagio instance is setup, configured, and ready to set sail.
5 Courses
The Building Blocks
The Building Blocks
Start your path towards becoming first mate by tackling these Engagio fundamentals.
6 Courses
A Marketer's Perspective
A Marketer's Perspective
Uncover best practices and learn all you need to know to optimize your Engagio experience with these courses designed with marketing in mind.
6 Courses
A Seller's Seas
A Seller's Seas
Learn how you can best utilize Engagio without overhauling your workflow. Enhance the seas you are currently sailing in.
5 Courses
Orchestrate
Orchestrate
Learn the various feature sets that make up Engagio's Orchestrate product, allowing you to automate high-impact plays across advertising, sales engagement, marketing automation, direct mail, and CRM
2 Courses
Advanced Topics
Advanced Topics
Once you've covered the basics, why not take a deeper dive into some of the courses that cover more advanced topics.
1 Course
Attribution
Attribution
Learn more about Dash: Installation and configuration, interpreting dashboards, customization, and ensuring data is up-to-date for attribution.
4 Courses
eBooks
eBooks
Delve into our collection of eBooks and uncover ABM best practices far and wide.
8 eBooks
Join Us Live
Join Us Live
Stay tuned for new webinars that are focused on optimizing Engagio, ABM, and even hear from some of our successful customers.
Not currently available