This section covers the initial Engage account setup. You can also use it as a reference when you want to change any of the settings 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 you have already set up your account, you will only need to fill out the Administrator Information section. If you already started this process or want to log in you can access your login page by clicking here.
A Note About Web Browsers
You can confidently use the current versions of any of these browsers:
Do Not Use Internet Explorer
Since January 2016, Microsoft has not provided security updates or technical support for their Internet Explorer (IE) browser, versions 10 and older.
In 2019, Microsoft's security chief warned that no one should be using IE as their default web browser. The latest version of Internet Explorer (version 11) released by Microsoft stopped working optimally with other Microsoft products starting in November 2020.
Your email address automatically populates from the email you received. Set up a password for your account. Your password must be at least 8 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 gain access to your account. These questions authenticate you if you ever forget your password and need to reset it.
Click the Continue button to move onto some organizational information.
Enter the name of your organization. If you register with multiple accounts, the organization name will tell you (and us) into which account you accessed.
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. You may not want this to go to a personal email; consider something like email@example.com or firstname.lastname@example.org.
You can also set what the URL will look like when supporters visit published forms. Please only use standard letters and numbers, as special characters are stripped out of this field.
Last, enter a primary contact phone number and physical address of your organization. This information appends to emails you send in compliance with the CAN-SPAM Act.
Once you have filled everything out, click the Save & Keep Going button to move on.
You have the option to upload an image that appears on the Activity forms you create within your account. The image will be resized for you for display throughout Engage. Higher resolution images are better, as Engage resizes them for you when needed.
Add this at a later date if you do not have one available. You can access this later from the Settings > Switch to > Look and Feel menu, if you need to change your logo, for example.
Consult your organization's brand guide for the official font family and colors. These should match your website as much as 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 will 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 the hyperlinked text to look different from 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 you have successfully established your account, access this later from the Settings > Switch to > Look and Feel menu. 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 no workaround for this. Use a "From" address with a private domain like email@example.com. You can read more about DMARC here.
Press the Let's Go! button, and you will find yourself on the dashboard of your account.
Set Up Social Media Accounts
Click here for information about configuring social media accounts.
Set Up or Edit Your Payment Gateway
Click here for information about configuring or editing your payment gateway.