Installation
Learn about the different ways available for installing Umbraco Engage on your project.
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Learn about the different ways available for installing Umbraco Engage on your project.
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This article covers two ways to install Umbraco Engage:
Via NuGet, or
Install Umbraco Engage via Nuget in your IDE such as Visual Studio, JetBrains Rider, or VSCode (With C# DevKit).
The example shown below uses the Nuget Package Manager in Visual Studio.
Open the project in Visual Studio.
Go to Tools -> NuGet Package Manager -> Manage NuGet Packages for Solution.
Navigate to the Browse tab.
Search for the Umbraco.Engage package.
Select the package.
Choose which project to install it into.
Install the package.
You can install Umbraco Engage using a terminal, like the Package Manager Console in Visual Studio. The steps for doing so are outlined below.
Open the project in Visual Studio.
Find and open the Package Manager Console from the Tools menu.
Type the following into the terminal:
Alternatively, Umbraco Engage can be installed via the console on your operating machine.
Open a terminal window on your operating system.
Navigate to the folder containing your Umbraco website.
Install the Umbraco Engage Nuget package with the following command:
When you have installed Umbraco Engage, build or restart your website, and the Engage section will appear in the backoffice, as shown above.
The next step is to configure a license.
It is recommended to consider the information detailed in the section below, to get the best out of Umbraco Engage.
If you have installed Umbraco Forms as well and want to automatically track submissions of Umbraco Forms. Install the package Umbraco.Engage.Forms via NuGet or using your preferred approach as above.
To capture events that happen on the clientside (frontend) of your website, you need to add the clientside tracking script. This is done by including the following snippet on all of your pages.
Cockpit is a tool to help with testing segments and diagnose the data Umbraco Engage collects. It can be viewed on the frontend of your website, only if you are logged into Umbraco as well.
Install cockpit on your website by adding the following Razor Partial View in your templates in Umbraco before the closing </body> tag
Learn more what Cockpit is and how you can use it.
Here are some optional extras you can do to improve your experience with Umbraco Engage.
Add a Google Analytics bridging script that automatically sends events that you send to Google Analytics, to Umbraco Engage as well.
Add the Google Analytics blocker detection script. This gives you insights in which page traffic Umbraco Engage will track, and Google Analytics will not track.
If you need to influence the default The Umbraco Engage cookie behaviour please go here. Or go to an example implementation using Cookiebot which can be used as an example for other cookie consent providers.\
If you change the default cookie behaviour make sure to perform a client side reload of the initial page after cookie consent. If this is not done, visitor referrer and/or campaigns will not be tracked.
Are you using a load-balanced setup or separate CM and CD environments? Please check our documentation about this topic.
When you visit your site locally for the first time, Umbraco Engage will begin tracking page views, visitors, etc. If you go to Engage -> Analytics, you won't see any data until the first reporting run. By default, reporting data will be generated at 04:00 AM automatically.
To generate reporting data manually on your local installation, go to Engage -> Configuration. Scroll down to Reporting section and click the red Regenerate button.
Use the Regenerate button only in non-production environments because it can cause temporary performance degradation.
