Individual Courses

Utilize the filter groups in the left navigation bar to pinpoint the exact courses you are looking for.

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
MarketingSalesAnalytics
Account Lists
Account Lists
By creating account lists, you can measure program impact and sales effectiveness within your organization’s core segments.
FREE
13 min
AdminMarketingEngageSales
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
AdminMarketingOrchestrate
Automations
Automations
Learn to scale your Account Based Marketing Initiatives by automating previously manual, time consuming operational activities.
FREE
13 min
AdminMarketingOrchestrate
Building Your Configurable Journey
Building Your Configurable Journey
Go beyond your current account funnel by adding in customizable stages that match your organization's business needs.
FREE
7 min
AdminAnalyticsJourneys
Configuring Your Engagement Minutes
Configuring Your Engagement Minutes
Understand how to best configure your engagement minutes within Engagio.
FREE
11 min
AdminSettings
Emails for Sales
Emails for Sales
Get the account-data you need, when & where you need it!
FREE
8 min
Sales
Engagement
Engagement
Learn various ways to leverage the Engagement reports within Engagio's Analytics
FREE
9 min
MarketingAnalytics
Engagio Global Settings
Engagio Global Settings
Learn how to better customize Engagio for your organization's needs.
FREE
7 min
Admin
Engagio Trailer for Sales
Engagio Trailer for Sales
What is Engagio and how do I get started?
FREE
5 min
Sales
Filters
Filters
Learn how to filter your data to unlock Engagio's true reporting capabilities!
FREE
AdminMarketingEngageSales
Inside Salesforce
Inside Salesforce
Learn how to leverage Engagio Insights where you're already spending your time.
FREE
7 min
Sales
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
AdminMarketingSettings
Introduction to Engagement Minutes
Introduction to Engagement Minutes
Understand the core concept of engagement minutes within Engagio.
FREE
3 min
AdminMarketingSalesSettings
Journey Dashboard and Analytics
Journey Dashboard and Analytics
Analyze accounts moving through the configurable journey and calculate advanced stage metrics.
FREE
4 min
MarketingAnalyticsJourneys
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
Admin
Manage Users and Their Settings
Manage Users and Their Settings
Learn how to create, edit, or delete users in Engagio!
FREE
6 min
Admin
Marketing Automation Integrations
Marketing Automation Integrations
Learn how to properly connect data sources before leveraging Engagio. Note that you may not need/have all of our possible integrations.
FREE
AdminIntegrations
Platform Settings
Platform Settings
Learn how to customize Engagio's admin platform settings.
FREE
5 min
Admin
Program Impact
Program Impact
Learn how your Marketing Programs and Campaigns are influencing your Accounts
FREE
2 min
MarketingAnalytics
Quick Cards
Quick Cards
Understand what Quick Cards are and how to utilize them.
FREE
4 min
AdminMarketingSalesAnalytics
Reports
Reports
Learn additional functionality that can help unlock Engagio's true reporting capabilities!
FREE
AdminMarketingEngageSalesAnalytics
Salesforce Integration
Salesforce Integration
Learn how to properly setup the integration between Salesforce and Engagio. Follow these 6 steps.
FREE
14 min
Admin
Segments
Segments
Segment your database based on people, accounts, opportunities or activities, and push data back into Salesforce.
FREE
3 min
AdminMarketingSettings
Selectors
Selectors
Learn the fundamental functionality used in many aspects of Engagio including building lists, filters, reports, segments, audiences, and automations.
FREE
5 min
AdminMarketingEngageOrchestrate
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
AdminMarketingOrchestrateAdvanced
Sidebar Navigation
Sidebar Navigation
Understand how to navigate utilizing Engagio's Sidebar.
FREE
3 min
MarketingSales
Take Action
Take Action
Looking at your account insights and thinking what to do next?
FREE
15 min
MarketingSales
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
ScoutSales
Opportunities - Deal Story
Opportunities - Deal Story
Learn how to uncover important contributions made from both marketing and sales for each opportunity.
FREE
MarketingSalesAnalytics
*Webinar* Incorporating Engagio into Your Sales Workflow
*Webinar* Incorporating Engagio into Your Sales Workflow
Sign up for our weekly Sales webinar - Learn how to utilize Engagio wherever your workflow takes you i.e within your inbox, Salesforce, or across the web.
FREE
SalesWebinar