Welcome to the Synerise First Steps!

…the ultimate guide, on your way to becoming a Synerise pro-user!

What is the goal of this guide

We’ve prepared this onboarding process to help you better understand our system and enable you a smooth and quick start with Synerise.

If you’re feeling a bit lost in the vast expanse of our system, fear not! We’ve got you covered with this guide that’ll have you up and running in no time.

Arrow down icon Our First Steps Guide will teach the basics of the Synerise Platform, from setting up your account to launching your first campaigns.

Arrow down iconYou will also learn how to wield the power of AI and gain insights into customer behavior to deliver personalized experiences.

Arrow down iconWith our help, you will be optimizing your processes and launching successful campaigns before you know it.

What you can learn

Accomplish our First Steps program and be ready to start your daily work in Synerise!


Arrow down iconfind out how the entire integration process looks, step by step,

Arrow down iconeasily integrate your website with Synerise platform,

Arrow down iconlearn how to set up your first campaigns,

Arrow down icondiscover the possibilities of analytics in Synerise,

Arrow down iconlearn how to prepare your first AI recommendations.

How to use this Guide

To get the most out of our guide, don’t skip any lessons and stick to the order we’ve laid out. Our Client Success and Implementation team experts have carefully prepared the order of the lessons so that it is easy to understand how to prepare the integration process.

In every chapter you will find a few types of content:

Arrow down iconIntroduction and basic information – read them all to become familiar with the topic.

Arrow down iconLinks to our knowledge base and documentation – presented in the special frame - where you will find links to documentation and technical instructions where you can find more information and complete documentation.

Arrow down iconVideos – video materials created by our experts which give you a wider perspective and show you examples of use.

Arrow down iconQuiz – a few questions which let you check how to use your knowledge in practice. Solve them and watch the video below each question, in which we show how to do the task step by step, to be sure that you did it well!

In case of questions you can always contact us at any time - using our form, directly or via Service Desk.

Enjoy your learning process!

Synerise Team

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