Welcome to Engagio's Dive School!
 

The courses offered here will build your Engagio knowledge from the sea floor up! These on-demand resources will help you get started, share best practices, and make sure you leverage all our fin-tastic product features.

Stay tuna-ed! As we embark, we’re focused on making sure Engagio users are set up for success! We'll soon be providing courses to turn deckhands (beginners) into first mates (advanced users) with support for everything in between! In the meantime, feel free to share feedback.

Connect Salesforce
Connect Salesforce
Steps on how to integrate Salesforce with Engagio
FREE
Connect Pardot
Connect Pardot
Integrate your Pardot information with Engagio
FREE
Connect Eloqua
Connect Eloqua
Learn how to get started with integrating your Eloqua Platform to Engagio!
FREE
Connect Marketo
Connect Marketo
Steps on how to integrate Marketo with Engagio
FREE
Install Web Tracking Script
Install Web Tracking Script
Learn How to Install Engagio's Web Tracking Script
FREE
Connect HubSpot
Connect HubSpot
Learn how to get started with integrating HubSpot with your Engagio platform!
FREE
Getting Started Introduction
Getting Started Introduction
New to Engagio? Let's start here!
FREE
Account Lists
Account Lists
Best Practices for Creating and Managing Account Lists in Engagio
FREE
Engagement Minutes
Engagement Minutes
This course will introduce you to the concept of Engagio's engagement minutes
FREE
MQAs (Marketing Qualified Accounts)
MQAs (Marketing Qualified Accounts)
Introduction to Marketing Qualified Accounts
FREE
PFL (Printing For Less)
PFL (Printing For Less)
Integrate your PFL account with Engagio
FREE
Terminus
Terminus
Learn how to Integrate Terminus with Engagio!
FREE
RollWorks
RollWorks
Integrate RollWorks with Engagio!
FREE
Outreach
Outreach
Integrate Outreach with Engagio
FREE
SalesLoft
SalesLoft
Integrate Salesloft with Engagio
FREE
People Analytics
People Analytics
Understand insights related to specific people at your target accounts!
FREE
Account Analytics
Account Analytics
Learn how to analyze account data related any target account lists!
FREE
Program Impact
Program Impact
Learn how your Marketing Programs and Campaigns are influencing your Accounts
FREE
My Profile Settings
My Profile Settings
Set up your personal profile in Engagio
FREE
Managing Users
Managing Users
Learn how to create, edit, or delete users in Engagio!
FREE
Engagement
Engagement
Learn various ways to leverage the Engagement reports within Engagio's Analytics
FREE
Introduction and Setup
Introduction and Setup
What is Engagio and how do I get started?
FREE
Engagio's Emails for Sales
Engagio's Emails for Sales
Get the account-data you need, when & where you need it!
FREE
Engagio Inside of Salesforce
Engagio Inside of Salesforce
Learn how to leverage Engagio Insights inside of Salesforce!
FREE
Engagio's Scout Chrome Extension
Engagio's Scout Chrome Extension
Learn how to use Engagio's Scout to enhance your sales process!
FREE
Admin Introduction
Admin Introduction
A quick intro to the administration of Engagio!
FREE
Dashboard
Dashboard
Familiarize yourself with how to read the different visualizations in your analytics Dashboard
FREE
Engagio-Wide Settings
Engagio-Wide Settings
Learn how to better customize Engagio for your organization's needs!
FREE
Lead Matching
Lead Matching
Understand how Engagio’s lead-to-account matching operates, its different functionalities, and your L2A analytics!
FREE
Platform
Platform
Learn how to customize Engagio's admin-platform settings!
FREE
Engage (Analytics)
Engage (Analytics)
Learn how Engagio admin's can customize global reporting settings based on how each organization operates!
FREE
Scout and System Monitoring
Scout and System Monitoring
Learn how to map custom persona's, customize Scout, & view your sync status with your connected data-sources
FREE
Advanced Functions
Advanced Functions
Learn additional advanced functionality that can help unlock Engagio's true reporting capabilities!
FREE
Take Action
Take Action
Looking at your account insights and thinking what to do next?
FREE
ABM Scorecard
ABM Scorecard
Analyze target-account stage progressions with Engagio's Scorecard!
FREE
Dash: How Engagio Dash Works
Dash: How Engagio Dash Works
In order to understand Dash, it is important to understand the main objects of Dash and how they connect to each other.
FREE
Dash: Account Journey KPIs Dashboard
Dash: Account Journey KPIs Dashboard
Monitor the overall health of the account model by tracking the volume, velocity and conversion rate from stage to stage.
FREE
Dash: Configuration
Dash: Configuration
This course helps you configure Dash to work properly for your organization.
FREE
Dash: Application Install
Dash: Application Install
The very first step of getting started with Engagio Dash is installing the application in your Salesforce environment.
FREE
Dash: Opportunity Created Attribution Dashboard (Campaigns)
Dash: Opportunity Created Attribution Dashboard (Campaigns)
Determine top performing campaign types, campaigns, and overall influence on pipeline created.
FREE
Dash: Account Journey Inflow/Outflow Dashboard
Dash: Account Journey Inflow/Outflow Dashboard
Monitor the overall health of the account model by tracking the in flow and out flow by stage over time.
FREE
Dash: Opportunity Created Attribution Dashboard (Minutes)
Dash: Opportunity Created Attribution Dashboard (Minutes)
Determine top performing activity types, UTM parameters, and overall Marketing vs. Sales Engagement on pipeline created.
FREE
Dash: Introduction
Dash: Introduction
New to Dash? Start here.
FREE
Install and Connect
Install and Connect
Connect Your Data Sources to get started with leveraging Engagio
11 Courses
Getting Started
Getting Started
Get started on your Engagio journey by completing lessons in this course. Topics covered include: Account Lists, Engagement Minutes, MQAs, and other ABM fundamentals.
6 Courses
Engagio Admins
Engagio Admins
Learn how configure and administer the Engagio application.
7 Courses
Marketing
Marketing
This course covers the Engage Application - through the lens of a marketer.
8 Courses
Sales
Sales
Find courses on how sales teams can use Engagio
5 Courses
Engagio Dash
Engagio Dash
Learn more about Engagio Dash. Topics include how to install and configure Dash, how to read the out of the box dashboards, how to customize Dash's configuration settings, and how to ensure data is up to date for attribution and journey analytics.
8 Courses