Engage Make integrationAutomate Engage with Make.
Your user data already lives in other tools, so why retype it in Engage? The Engage Make integration gives you 3 action modules, no trigger. This guide is for marketers who connect the account, then build a first scenario that pushes users into Engage.
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What does the Engage Make integration do?
The Engage Make integration links your Engage account to Make, a no-code tool where you build a scenario (the automation itself, a chain of modules). Each module is one brick of that chain. Engage brings three of them, all actions: Identify a User, Track a User and Make an API Call. Something else has to start the scenario.
Users that appear in Engage on their own. Someone signs up through a form or a shop in another app. That app starts the scenario, and Identify a User hands the person to Engage, so nobody copies profiles by hand.
Actions that follow the user. Track a User comes right after, in the same scenario, when a step taken in another tool should land on that user's record in Engage. The official documentation gives no description of either module, so open them in the editor to read the exact fields before you rely on them.
Everything else in the API. Make an API Call reaches any endpoint of the Engage API with the same connection. It is the way out when the two named modules do not cover your case.
What Make does not offer here: no trigger. Engage cannot start a scenario by itself, so the start comes from another app or from the schedule of the scenario. If the basics of Make are new to you, the Make review and the Make training cover them. Engage may also have an n8n node, and n8n vs Make sets out the criteria for choosing.
How do you connect Engage to Make?
- 01
Copy your API key and secret
In Engage, open the account dashboard, go to the Settings section and click the API panel. Copy the API key and the API secret shown there. You need an active Engage account to see them.
- 02
Open the connection window
In your Make scenario, add any Engage module and click Create a connection. A connection is your Engage account linked to Make once, then reused by all three modules. The Connection name field is optional.
- 03
Paste the credentials and save
Paste the API key and the API secret you copied, or follow the on-screen instructions, then save. From now on every Engage module in any scenario can pick this connection from a short list.
Your first scenario with Engage
GoalWhen a new person signs up in another app, Make hands that person to Engage with Identify a User, then records what they did with Track a User.
- 01
Create the scenario
On the Scenarios page, create a new scenario and click the + to add the first module. Since Engage has no trigger, pick the app where your sign-ups happen, such as your form tool.
- 02
Add Identify a User
Click the + on the right of that first module, search for Engage and choose Identify a User. Select your connection, or click Create a connection if you have not made one yet.
- 03
Map the person's data
Fill the fields of Identify a User with data from the first module. Each bundle, meaning one item passing between modules (here one sign-up), carries values you can click to drop them in place.
- 04
Chain Track a User
Add Track a User after it with another +, and map the same person again. This keeps the user and the step they took together in a single run of the scenario.
- 05
Test with Run once
Click Run once to execute the scenario a single time. Make shows the bundles each module received, so you can check in Engage that the user arrived with the right values.
- 06
Schedule and switch on
Set the schedule on the first module (every 15 minutes by default), then switch the scenario on. Each module run on one bundle counts as one operation on your Make plan.
What can Make do in Engage?
Engage gives you 3 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Identify a User
ActionIn the docs onlyGoing by its name, Identify a User tells Engage who a person is, using the data another app just sent. The documentation has no description, so its fields are your real guide: open it once connected.
Make an API Call
ActionIn the docs onlyThis module opens the whole Engage API to your scenario, with the connection you already set up, so you are not limited to the two named modules. You write the request yourself, which asks for a look at the Engage API reference.
Track a User
ActionIn the docs onlyJudging by its name, Track a User records in Engage what someone did in another tool, in the same run that identified them. No official description exists for it, so check its fields in the editor before you map anything.
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