Get a Quick Start with the Refreshed Synerise First Steps

Get a Quick Start with the Refreshed Synerise First Steps

We have the great pleasure to present you with a refreshed Synerise First Steps. We rebuilt those materials lately with the help of our documentation team, CSI, and Product Owners. This publicly available onboarding process has been created to help customers, partners, and new employees better understand the platform and enable them to get a quick start with Synerise.

Go to Synerise First Steps

Who is the target?

First Steps is directed to all partners and customers who want to start their adventure with Synerise and who are preparing for the implementation process regardless of their position or department in the organization. The knowledge included in the guide contains basic information necessary at the beginning of working with the platform. Even those who already know Synerise will find something for themselves here. Each chapter includes additional links and materials that will allow you to broaden your knowledge.

What is the goal?

The main goal is to enable our clients and partners to quickly start with Synerise and kick off their learning process from this place.

In Synerise First Steps, you can find all the important information, links to documentation, and video materials that are necessary to effectively integrate with Synerise and start creating first campaigns.

What can you find there?

The first steps are divided into a few chapters, and they take us through the path starting from integration, through campaigns, AI, to building basic analytics.

Each chapter includes an introduction, learning objectives, description, useful links to the documentation, and videos with use cases.

How to use this guide?

1.????The material should be followed in the given order. Synerise 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.

2.????We recommend paying attention to the additional materials we add to every chapter - they contain very important information for you to fully understand a described topic.

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

  • Introduction and basic information - read them all to become familiar with the topic.
  • Links to User Guide, Developer Guide, and Use Cases – where you can find more information and complete documentation.
  • Video materials - created by our experts, which give you a wider perspective and show you examples of use.

3.????In case of questions, you can contact us at any time - directly or via the Service Desk.

Pay attention!

In Synerise First Steps, you will find several crucial new materials worth paying attention to!

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This checklist is necessary at the beginning of the preparation process for integration with Synerise. It contains a list of elements to be implemented, with the method of implementation, comments, and links to documentation where the process has been thoroughly discussed.

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This complete checklist allows you to check each point to see if the specific element has been correctly implemented for an efficient integration process.

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The video training consists of 4 parts that will take you through all types of analytics in Synerise with a presentation of specific examples of their use.

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The video training consists of 2 parts and explains the basics of the jinjava language and its usage in Synerise with specific examples.


We hope that this guide will make it easier to find all important materials and documentation to help our clients and partners better understand our integration process and build the first campaigns and analytics.

Ma?gorzata Wojtowicz, Product Marketing Manager

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