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IBX-7966: Ibexa Engage described in Developer documentation #2339

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ibexa_connector_qualifio:
client_id: 1234
channel: 'd882c3f1-1b05-48c8-bc1d-c11a45e2c23a'
feed_url: 'https://api.qualif.io/v1/campaignfeed/channels/d882c3f1-1b05-48c8-bc1d-c11a45e2c23a/json?clientId=1234'
variable_map:
form:
shipping_address:
first_name: 'firstname'
last_name: 'lastname'
email: 'email'
street: 'address'
postal_code: 'zip_code'
locality: 'locality'
country: 'country'
phone_number: 'phone'
billing_address:
first_name: 'firstname'
last_name: 'lastname'
email: 'email'
street: 'address'
postal_code: 'zip_code'
locality: 'locality'
country: 'country'
phone_number: 'phone'
content:
birthday: 'birthday'
first_name: 'firstname'
last_name: 'lastname'
company: 'company'
position: 'position'
phone: 'phone'
gender: 'gender'
account:
name: 'name'
email: 'email'
id: 'userid'
remote_id: 'identifier'
login: 'login'
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35 changes: 35 additions & 0 deletions docs/ibexa_engage/create_campaign.md
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{"message": "[Ibexa.ReadingLevel] The grade level is 9.17. Aim for 8th grade or lower by using shorter sentences and words.", "location": {"path": "docs/ibexa_engage/create_campaign.md", "range": {"start": {"line": 1, "column": 1}}}, "severity": "WARNING"}
description: Create campaign with Ibexa Engage
edition: experience
---

# Create campaign
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[Campaign]([[= user_doc =]]/ibexa_engage/ibexa_engage/#campaign) is a set of concepts, divided into steps, that the user can configure.
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It can contain a welcome screen, an interaction element, a form step, an exit screen, and so on.

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{"message": "[Ibexa.Wordy] Remove 'and so on'. Try to use 'like' and provide examples instead.", "location": {"path": "docs/ibexa_engage/create_campaign.md", "range": {"start": {"line": 9, "column": 87}}}, "severity": "WARNING"}
To create new campaign, you need to use Qualifio Manager.
You can use Qualifio's existing templates and interactive elements, such as quizzes, pools, and forms, to create visually appealing, customized campaigns.
Users can configure the backgrounds, themes, or designs, and set up a specific time frame for each campaign.

Technically, each campaign has a unique campaign ID, that is automatically defined by the Qualifio platform when it is created.

For more information about creating and managing campaigns, see [Qualifio documentation](https://support.qualifio.com/hc/en-us/categories/202280638-Campaigns).

## Publication channels

Each campaign includes a minimum of one publication channel that you can choose from the three options the platform provides for publishing a campaign.
For more information about publication channels, see [Publication channel]([[= user_doc =]]/ibexa_engage/ibexa_engage/#publication-channel) in the User Documentation.

## Use Campaign block in Page Builder

You can add [Campaign block]([[= user_doc =]]/content_management/block_reference/#campaign-block) in Page Builder to display campaign on the landing page.

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{"message": "[Ibexa.DomainTermCapitalization] Use 'Landing Page' instead of 'landing page'", "location": {"path": "docs/ibexa_engage/create_campaign.md", "range": {"start": {"line": 25, "column": 142}}}, "severity": "ERROR"}
To select campaign, go to **Properties** tab -> **Campaign** and choose campaign from the drop-down list. This list includes all campaigns available on user's Qualifio account which are active or scheduled to launch in the future.

![Campaign block](campaign_block.png)

## Embed campaign in the Rich text field

You can embed campaign in the Rich text field with Campaign custom tag.
To do it, insert campaign content item in the Rich Text Field and paste Campaign URL.

![Campaign custom tag](campaign_custom_tag.png)
41 changes: 41 additions & 0 deletions docs/ibexa_engage/install_ibexa_engage.md
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{"message": "[Ibexa.ReadingLevel] The grade level is 7.25. Aim for 8th grade or lower by using shorter sentences and words.", "location": {"path": "docs/ibexa_engage/install_ibexa_engage.md", "range": {"start": {"line": 1, "column": 1}}}, "severity": "WARNING"}
description: Install and configure Ibexa Engage.
edition: experience
---

# Install [[= product_name_engage =]]

[[= product_name_engage =]] is a data collection tool. It enables you to engage your audiences by using the [Qualifio](https://qualifio.com/) tools.
You can use interactive content to gather valuable data, for example, customer personal data or recent orders list, and create connections.

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{"message": "[Ibexa.OxfordComma] Use a comma before the last 'and' or 'or' in a list of four or more items.", "location": {"path": "docs/ibexa_engage/install_ibexa_engage.md", "range": {"start": {"line": 9, "column": 1}}}, "severity": "WARNING"}
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For more information, see [Qualifio Developers documentation](https://developers.qualifio.com/docs/engage/).

## Prepare configuration files

[[= product_name_engage =]] comes with v4.6.6 of [[= product_name_exp=]].
If you do not have it, run the following command:

``` bash
composer require ibexa/engage
```

This command adds to your project configuration files required for using [[= product_name_engage =]].

Then, add the following [YAML configuration](configuration.md#configuration-files):

``` yaml
[[= include_file('code_samples/ibexa_engage/config/packages/ibexa_connector_qualifio.yaml') =]]
```

- `client_id` - an identifier of the user.
- `channel` - a string of 30+ characters, divided by four hyphens, specific per publication channel.
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- `feed_url` - an URL link of the campaign feed. To create a campaign feed, follow the [Qualifio documentation](https://support.qualifio.com/hc/en-us/articles/360022954454-About-Campaign-Feeds).

!!! note

[[= product_name_base =]] configures the `channel` and `client_id` values so that the selections can be filled up automatically on [[= product_name =]] side.

The `feed_url` and `variable_map` values don't need to be set at the installation process. They are preconfigured and can be overwritten.

## [[= product_name_engage =]] account

[[= product_name_base =]] team creates and provides user account. An invitation link is sent during the setup process.
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{"message": "[Ibexa.ReadingLevel] The grade level is 5.03. Aim for 8th grade or lower by using shorter sentences and words.", "location": {"path": "docs/ibexa_engage/integrate_ibexa_connect.md", "range": {"start": {"line": 1, "column": 1}}}, "severity": "WARNING"}
description: Integrate Ibexa Engage with Ibexa Connect
edition: experience
---

# Use Ibexa Connect

You can create workflows using [[= product_name_connect =]].
[[= product_name_engage =]] collects user data and passes it directly to [[= product_name_connect =]].
With this data, you can create scenarios, for example, to add a user to newsletter, or to specific user segment group.

## Integrate [[= product_name_engage =]] with [[= product_name_connect =]]

Webhooks provide a powerful way to transfer data between applications in real-time.
You can use webhooks to connect [[= product_name_engage =]] with [[= product_name_connect =]] - integration platform (iPaaS).

This integration allows to collect data using [[= product_name_engage =]] and then push it to another systems, such as CRMs, CDP, Marketing Automation platforms, or more.

### Get the webhook URL

Use [[= product_name_engage =]] App and scenario to get the webhook URL from [[= product_name_connect =]].

To set up a webhook in [[= product_name_connect =]], follow the steps:

1\. Log in to your [[= product_name_connect =]] account.

2\. Go to **Scenarios** and click the plus button to create a new scenario.

3\. Select **Receive participation data**.

![Create scenario](create_scenario.png)

4\. Click **Create a webhook** and provide a name for the new webhook.

5\. Click **Copy address to clipboard** to save the URL.

![Create webhook](create_webhook.png)

### Configure [[= product_name_engage =]]

The next step is to configure [[= product_name_engage =]].

When a form submission event takes place, data can be sent through the obtained webhook URL.

To do it, perform the following actions::

1\. Log in to your [[= product_name_engage =]] account.

2\. Go to **Engage** -> **Integrations** -> **Integrations** and select **Webhook**.

3\. Paste the URL from the clipboard into **Webhook Host** field and click **Save**.

![Configure Ibexa Engage](configure_ibexa_engage.png)

4\. Then, go to **Engage** -> **Integrations** -> **Push rules** to define the default or specific rules for new campaign or website. Select the created webhook.
5 changes: 5 additions & 0 deletions mkdocs.yml
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Expand Up @@ -372,6 +372,10 @@ nav:
- Create Customer Portal: customer_management/cp_page_builder.md
- Customer Portal Applications: customer_management/cp_applications.md
- Create registration form: customer_management/create_user_registration_form.md
- Ibexa Engage:
- Install Ibexa Engage: ibexa_engage/install_ibexa_engage.md
- Create campaign with Ibexa Engage: ibexa_engage/create_campaign.md
- Integrate Ibexa Engage with Ibexa Connect: ibexa_engage/integrate_ibexa_connect.md
- Multisite:
- Multisite: multisite/multisite.md
- Multisite configuration: multisite/multisite_configuration.md
Expand Down Expand Up @@ -865,6 +869,7 @@ extra:
product_name_connect: 'Ibexa Connect'
product_name_cloud: 'Ibexa Cloud'
product_name_oss: 'Ibexa OSS'
product_name_engage: 'Ibexa Engage'
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# Global variables - latest tag versions
latest_tag_2_5: '2.5.32'
latest_tag_3_3: '3.3.36'
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