01 Collect
Bring in your data
Send users, events, and attributes from every source.
- Web and mobile SDKs
- REST APIs
- File imports
- Data warehouses
- Partner integrations
02 Unify
Know each user
Merge the data into one profile per user.
- User profiles
- Events
- User attributes
- Computed traits
- Identity resolution
03 Engage
Reach the right users
Target segments with campaigns and journeys.
- Segments
- Campaigns
- Flows
- Personalize
- Inform
- Messaging channels
04 Measure
Learn what worked
Analyze behavior and campaign performance.
- Behavior
- Funnels
- Retention
- Dashboards
- Campaign and flow stats
Merlin AI across every stage
Predict user behavior, pick the best time and channel, generate content, and automate decisions.
- Predictions
- Best time to send
- Most preferred channel
- Copywriter and Designer
- Campaign and offer decisioning
- MCP server
How MoEngage Works
Some features on this page depend on your MoEngage plan or a paid add-on. For example, Inform depends on your plan, event exports are part of the Streams add-on, and segment sync is part of the Connected Segments add-on.Availability of this feature depends on your MoEngage plan and may require a paid add-on. To check what’s available for your plan, refer to Plans and Pricing. To get this feature, contact your MoEngage Customer Success Manager (CSM) or the Support team.
1. Collect Data
Your developers integrate the MoEngage SDKs into your app or website and send server-side data through the REST APIs. Your data team can also import files or connect a data warehouse. For more information, refer to Overview - Data and Imports.2. Unify User Profiles
MoEngage merges the events and attributes it receives into a single profile per user. A visitor who browses anonymously and later signs in keeps one profile. For more information, refer to User Profile and Anonymous to Registered User Merge.3. Engage Users
Build segments from profile data, then reach those users with one-off campaigns on a single channel or with flows that move users across channels based on what they do. Send transactional alerts with Inform, and personalize your website for each visitor. For more information, refer to Basics of Segmentation, Channels in MoEngage, Overview - Flows, Overview - Inform, and Overview - Personalize.4. Measure Results
Track how users behave in your app or website and how your campaigns and flows perform, then refine your segments and messages. For more information, refer to MoEngage Analytics.Merlin AI
Merlin AI predicts user behavior, picks the best time and channel for each message, helps you build segments and flows, and generates content. Campaign and offer decisioning choose which campaign or offer each user receives. For more information, refer to Merlin AI Studio.Data Out
You can export events to your data warehouse or cloud storage, sync segments to ad networks and other tools, and connect AI assistants to your workspace through the MoEngage MCP server. For more information, refer to Overview - Event Exports, Outbound Segment Sync, and MoEngage MCP Server and Connector.Key Concepts
These terms appear throughout the dashboard and the docs. For the full list, refer to Terms to Know.Set Up Your Workspace
Steps 3 and 5 need a developer, and so does adding push credentials in step 4.1
Log in and secure access
Log in to the dashboard and set up 2-step verification. If your organization uses an identity provider, configure single sign-on (SSO).For more information, refer to Log In to MoEngage and Single Sign-On (SSO).
2
Invite your team
Add team members and assign each one an access role, so they see only the parts of the dashboard they need.For more information, refer to Manage Members and Access Roles.
3
Integrate your data
Your developers add the MoEngage SDK to your app or website and track the events and attributes you plan to use. Use the integration checklist to agree on what to track before they start.The SDK decides which environment receives data. On Android and iOS, debug builds send data to the Test environment and signed release builds send data to the Live environment. On the Web SDK, your developers set the environment to
TEST or LIVE in the SDK configuration.For more information, refer to the Integration Checklist, the SDK Integration Guide, and Imports.4
Set up your channels
Configure each channel you plan to use. For example, connect your email sender, connect an SMS or WhatsApp provider, or add push credentials. Push credentials come from your Firebase project for Android and your Apple Developer account for iOS. Add them in both the Test and Live environments.For more information, refer to Channels in MoEngage.
5
Validate the integration
Use a debug build of your app, or a website set to
TEST, so the data goes to the Test environment. Confirm that events and user attributes reach MoEngage, and that test push notifications and in-app messages reach your device. When validation is done, release a signed build of your app, or set your website to LIVE, so production data goes to the Live environment.For more information, refer to User Events Integration Validation, User Attribute/Profile Integration Validation, Android Push Notifications Integration Validation, iOS Push Notifications Integration Validation, Web Push Notifications Integration Validation, and In-App Notifications Integration Validation.6
Launch your first campaign
Create a segment of the users you want to reach, send them a campaign, and review the results.For more information, refer to Basics of Segmentation, Create Push Campaigns, and Campaign Stats.
Where to Start for Your Role
Get Help
- Ask AIRA, the MoEngage support bot, or raise a support ticket from the dashboard.
- Take self-paced courses in MoEngage Academy.
- Follow new features in the release notes.
- Use these docs from your LLM, IDE, or AI agent. For more information, refer to Documentation Access to Agents.