How the five products share one customer profile

In this lesson

1. 1Expand each group and check its items: Design (Avatars, Poses, Scenes, Design System), Marketing (Catalog, Journeys, Experiences), Sales (Accounts, Meetings), Analytics (Boards).
2. 2Open Attributes and read the name of one attribute.
3. 3Open Journeys, open a journey's trigger (Who enters this journey?) and find the same attribute in the condition picker. Do not save.
4. 4Open Accounts, click Filters, find the same attribute, close without applying.

Setup checklist

The 13 steps to get a live project running, from your first sign-in to your first segment with real members. Tick them off as you go; your ticks stay in this browser.

0 of 13 ticked

1. 1.Sign up or log in and land on Home with the sidebar expanded.
2. 2.Find the pinned destinations above the groups: Home, Brand, Asset library, Attributes, Users, Integrations and Workflows.
3. 3.Collapse the Design and Marketing groups, confirm Sales and Analytics stay open, then expand them again.
4. 4.Open Users, click a profile, and note its email and one attribute.
5. 5.Open Accounts (under Sales), open that person's account, go to its Users tab and open the same person. Confirm the email and attribute match.
6. 6.Expand each group and check its items: Design (Avatars, Poses, Scenes, Design System), Marketing (Catalog, Journeys, Experiences), Sales (Accounts, Meetings), Analytics (Boards).
7. 7.Open Attributes and read the name of one attribute.
8. 8.Open Journeys, open a journey's trigger (Who enters this journey?) and find the same attribute in the condition picker. Do not save.
9. 9.Open Accounts, click Filters, find the same attribute, close without applying.
10. 10.Open Integrations, click Add integration, pick JavaScript under Sources and walk to the installation snippet (do not paste a real key).
11. 11.Write down which events you need and why before tracking anything (tracking plan).
12. 12.Open Users, then Events in its secondary nav, click Create event, pick the Event type, add a condition and Save.
13. 13.Build a segment on that event: filter Users with Filters, then Save as new segment and watch the count.

Your tech stack and tools

The core stack (everything you actually need)

• Intempt console (This is where everything in this course happens. The Free plan covers it)
• JavaScript source (This is how your website starts sending data. You connect it in the lesson on going from zero to a live project)
• Quick Start Guide (This is the step-by-step reference if you want to read along)

Highly recommended optional upgrades that level up your work

• iOS SDK (This is how your iPhone app sends data, if you have one)
• Android SDK (This is the same for your Android app)
• HubSpot (This is how your existing sales data comes in, if you use HubSpot)
• Shopify (This is how your store orders come in, if you sell on Shopify)

Everything in this course is free. The Free plan covers up to 3 seats and 1 project, with 100K events a month included.