Salsa Engage

Getting Started

• Account Setup
• Set Up or Edit Your Payment Gateway
• Configure Social Media Accounts
• Authenticate Emails
• Salsa CRM and Salsa Engage Integration
• Manage Users

Activities

• Activities Overview
• Basics Window
• Events
• Fundraising
• Peer-to-Peer (P2P) Events
• Performance Statistics for Activities

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Assets

• Syndication - Publishers
• Syndication - Subscribers
• Add, Edit, and Delete Images

Insight

• Messaging, Advocacy, Engagement, and Fundraising Tabs
• Insight Query

Messaging

• Autoresponders
• Emails
• Email Series (including Welcome Series)

Social

• Social Posts

Supporters

• Custom Groups
• Introduction
• Manage Imports
• Manage Exports
• Social Data for Supporters
• Supporter Query Tool: Create a Query

Dashboard, Settings, Visual Editor

• Dashboard
• Settings: Edit Initial Account Settings After Initial Setup
• Settings: Introduction
• Settings: Message Topics
• Settings: Subscription Management
• Settings: Supporter Custom Fields and Activity Custom Fields

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Transactions

• Manage Your Imports Tab
• Transactions Tab
• Manage Exports Tab

API

• Getting Started
• General Use
• API for Activity Data
• API for Segment Data
• API for Supporter Data