What's New
Getting Started With Activities and Forms
- Activity and Form Overview
- Form and Donation Security
- New Activity or Email: Make Your Selection
- New Activity or Form: The Basics
- New Activity or Form: Compose
- New Activity or Form: Autoresponders
Fundraising
- Create an Engage Fundraising Form
- Adding Facebook Pixel Codes into Activity forms
- Suggested Giving
- Donation Ask String Overview
- Configure the Donation Amount Ask String
- Add an Ask String to an Activity
Targeted Actions (Advocacy)
- When will the new districts for Congress be available for Targeted Actions or Legislator Lookup?
- Create an Engage Targeted Action
- Import Custom Targets
- Create a Regulation Comment Form
- Click To Call
- Legislator Lookup
Events
- Events Overview
- Create an Engage Event
- Add Event Attendees Manually
- Create Follow-Up Messages for Ticketed Events
- FAQ: How Do I Offer a Free Event?
- FAQ: How Do I Register Guests Who Don't Have An Email Address?
Peer-to-Peer (P2P) Fundraising Events
- P2P Overview
- Create an Engage Peer-to-Peer (P2P) Event
- P2P Event Metrics and Management
- Manually Add Donations to a P2P Event (Offline Donations)
- Manually Add Registrants to a P2P Event (Offline Registration)
- P2P Fundraiser Portal
Sign-Up Forms
Petitions
Email and Autoresponders
- Email Blast Quick How-To
- Create an Engage Email Series
- Rolling Timezone Delivery
- Engage Email Blast Overview
- Engage Email Series Overview
- Email Blast Reports and Insights
Visual Editor for Activities and Emails
- Visual Editor for Activities and Messages
- Visual Editor: Form Elements
- Visual Editor: Fonts
- Tracking Codes
- Customize Form and Email Elements
- Content Editing Best Practices
Supporter Management
- Engage Supporters Overview
- Add or remove supporters to a group using the supporter query
- Add a Single Supporter Record
- Edit an Existing Supporter Record
- Delete a Supporter Record
- Prepare Supporter Import Data
Social
Asset and Image Management
Content Syndication
Text Messaging (SMS)
- Engage Text Messaging (SMS) Overview
- Text Messaging Best Practices for Nonprofits
- Text-to-Initiate Overview
- Create a Text-to-Initiate Program
- Deactivate a Text-to-Initiate Program
- Add a New Text-to-Initiate Keyword
Insights: Reports and Queries
Transactions
- Transactions and Payments Overview
- View Transaction Details
- Edit a Recurring Donation
- Cancel Recurring Donations
- Reallocate a P2P Donation
- Refund a Transaction
Engage Admin Set-up and Settings
- Log In and Out of Engage
- User Profiles and Accounts
- Inactivity Timeout
- Manage My Team
- Two Factor Authentication
- Initial Organization Setup
Salsa for Salesforce
- Salesforce Integration Quick Tour
- Set Up The Integration
- Adjust the Integration
- Data Objects That Sync
- Contact and Opportunity Field Mapping Options
- Custom Fields and Custom Objects In Your Salesforce Layouts