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Overview

This onboarding guide provides a comprehensive walkthrough for implementing Reach products into your platform. For detailed technical specifications, refer to our API documentation.
Work in the order that matches how the product thinks. Decide what your tenants need → derive the data that requires → define the schemas to carry it. That’s why Planning (Phase 3) comes before schema design: the planning guides start from a tenant’s business goal in plain English and work backward to the data, so you don’t design schemas and then discover they can’t answer the questions your tenants actually have.

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Getting Help

Shared Slack Channel: Your primary communication channel with Reach’s product and engineering team. Use this for:
  • Technical questions during implementation
  • Schema definition assistance
  • Verifying tracking implementation
  • Requesting additional credentials for staging/demo environments
  • Troubleshooting customer setup issues
Support Email: support@embedreach.com for general inquiries

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Three Core Integration Points

Reach implementations have three core integration points, though not all products require all three:

Frontend UI Embedding

Required for: All products
You implement: JWT authentication + iframe/React embedding
Learn more →

Data Sync

Required for: All products
You implement: Customer & transaction data APIs
Learn more →

Attribution & Tracking

Required for: Measure, Acquire
You implement: JavaScript tracking snippet
Learn more →

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Understanding Reach Environments

Reach provides two environments for your implementation (more available upon request):

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Development Environment

  • Use for initial integration work and testing
  • No real customer data should be used
  • Safe for experimentation and iteration
  • Credentials provisioned at start of partnership

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Quick Navigation

Overview

Key concepts to understand

Credentials & Setup

Phase 1-2: Credentials & Frontend integration

Planning

Phase 3: Decide what your tenants need, then work backward to the data

Data Sync

Phase 4-5: Schema creation and data syncing

Channel Setup

Phase 6: Email & SMS configuration (Engage/Reputation)

Automations

Phase 7: Automation templates and segments (Engage)

Reputation

Phase 8: Internal feedback and Google reviews

Tracking

Phase 9: Attribution snippet (Acquire/Measure)

API Reference

Detailed API documentation

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What You’ll Embed

By following this guide, you’ll enable your customers to:
Targeted communication campaigns with pre-built automation templates. No marketing expertise required—just activate and customize industry-specific workflows.
Comprehensive ad reporting dashboards with attribution tracking across all marketing channels. Your customers can see exactly which marketing efforts drive revenue.
Automated ad campaign creation and management for Google and Meta. AI optimizes targeting, budget allocation, and creative elements to maximize ROI.
Automated review requests and feedback collection linked to Google Business Profiles. Turn customer sentiment into actionable insights.