In This Article:

    Account Setup

    In This Article:

      This section covers initial Engage account setup. You can also use it as a reference when you want to change any of the setting covered here.

      When you sign up for Engage, you will receive an email from Salsa containing a link that will lead you to the account signup process. If your account is already set up, you will only need to fill out the Administrator Information section. If you already started this process or just want to login you can access your login page by clicking here.

      Administrator Information

      First, let’s learn a little more about you. Your email address will automatically be populated from the email you received. First, set up a password for your account. Your password must be at least 6 characters in length. Add uppercase letters, numbers and symbols to strengthen your password. 

      Then, set your two security questions by choosing the questions you would like to use and then typing in your responses. The security questions can be updated once you get access to your account and will be utilized if you ever forget your password and need to reset it.

      Click the Continue button to move onto some organizational information. 

      Organization Information

      Enter the name of your organization. If you are registered with multiple accounts, the organization name will tell you (and us) which account you are currently accessing. 

      Next, enter a contact email for your organization. Make sure this is the best email address for the public to use if they have a question... any question. So you may not want this to go to personal email -- consider something like info@yourorg.org or helpme@yourorg.org

      You can also set what the URL will look like when supporters visit published forms. Please only use standard letters and numbers, special characters will be automatically stripped out of this field.

      The last thing we will need is a primary contact phone number and the physical address of your organization. This information will be added into the emails you send in order to comply with the CAN-SPAM Act.

      Once you have filled everything out, click the Save & Keep Going button to move on. 

      Logo Setup

      You have the option to upload an image that will be utilized on the forms you create within your account. The image will be resized for you so it can be used throughout the platform. Higher resolution images are better - but we'll resize it for you when needed. This can be added at a later date if you don’t have one available.

      Color Setup

      Consult your organization's brand guide for the official font family and colors. These should match your website as much possible.

      Choose your Font, Button and Link colors. You can use the color selector to eyeball the colors or utilize hexadecimal values from your organization's style guide. You’ll be able to customize how these colors are applied on your widgets and forms, however, as a general guideline, they are used as follows:

      • Font Color - Any text in text fields and callout boxes on forms.
      • Button Color - Draw attention to Donate Now buttons, or match them thematically.
      • Link Color - If you'd like hyperlinked text to look differently that the standard blue link (#0645AD, by the way), here's where you can change that across all forms.

      Select the font-family that your forms and emails will utilize. You can change and update these style settings once you have access to your account.

      Once your account has been successfully established, you can go back into your account Settings, and under the "Switch to..." menu, select "Look & Feel".  You'll notice an "Advanced Options" link that will make other global design settings available to you:

      Click the Advanced Options link to open a new window with expanded options for other form and messaging choices, such as button and form field shapes, callout box borders, etc.:

      Set Outgoing Email Defaults

      Outgoing email defaults are used as the default for each campaign, but will be editable when you create an email blast. They include:

      • From Name - First name and Last name, Title
      • From Address - A valid email address from which you will send all emails*
      • Reply-to Address - A valid email address to which replies will be sent

      Note: Yahoo Mail and AOL emails are not supported as From addresses due to their email authentication policies, or DMARC. Unfortunately, there is not a workaround for this. The easiest way to combat policies such as these is by having a From address with a private domain like yourname@yourcompany.com. You can read more about DMARC here.

      Press the Lets Go! button and you will find yourself on the dashboard of your account.

      Configure Social Media Accounts

      Please click here for information about configuring social media accounts.

      Set Up or Edit Your Payment Gateway

      Please click here for information about configuring or editing your payment gateway.

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