WebEngage is a customer data platform and marketing automation suite that makes user engagement and retention simplified and highly effective for consumer tech enterprises and SMBs. The platform helps brands drive more revenue from their existing customers and anonymous users through highly contextual, hyper-personalized engagement campaigns across 10 communication channels.

Authenticating

WebEngage uses API Key based auth, a developer-friendly delegated access protocol. Quolum has already connected the necessary wires with WebEngage. Using a sequence of click-throughs, your organization's administrator allows Quolum to make API calls to WebEngage without getting access to passwords.

Step 1: Initiate a connection to Readme

Click the Connect button from the Connections card. If you are not an admin, you can invite your organization's WebEngage admin to make a connection to your WebEngage organization account. When you click on the Connect button, the web browser will navigate to the WebEngage login page.

Step 2: Log in to WebEngage

Log in to WebEngage using your organization's credentials. The exact login mechanism may depend on your WebEngage plan, and the sign-in mechanism used. You may have corporate SSO such as Azure AD, GSuite, or Okta along with multi-factor authentication. Once you have successfully logged-in you can find the API Key and API Secret as mentioned below in Step 3.

Step 3: Back to Quolum

Once you have granted access to Quolum, WebEngage is going to send you back to Quolum's page in Step 1, where you started. The Connect button on the Connections card would now say Reconnect. Reconnect is used to reauthenticate under circumstances where the access has expired.

Under the hood

Using the OAuth protocol, Quolum now has delegated access to your WebEngage Workspace. The Quolum server, running on Amazon AWS VPC, will be able to make API calls and retrieve feature-level utilization of projects, stories, and tasks. Later, this data is crunched and available for visualization on the Quolum dashboard.