What's New
Getting Started With Activities and Forms
- Activity and Form Overview
- Security
- New Activity or Form: Make Your Selection
- New Activity or Form: The Basics
- New Activity or Form: Compose
- New Activity or Form: Autoresponders
Fundraising
Targeted Actions (Advocacy)
- Create an Engage Targeted Action
- Import Custom Targets
- Create a Regulation Comment Form
- Click To Call
- Legislator Lookup
- FAQ: When Can I Expect to See Newly Elected Representatives?
Events
- Events Overview
- Create an Engage Event
- Add Event Attendees Manually
- Analyze Results and 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
- Autoresponders
- Create and Send an Engage Email Blast - Comprehensive
- Engage Email Series Overview
- Subscription Management
Using the Visual Editor for Activities and Emails
Supporter Management
- Engage Supporters Overview
- Add a Single Supporter Record
- Edit an Existing Supporter Record
- Delete a Supporter Record
- Prepare Supporter Import Data
- Import Supporters
Social
Asset and Image Management
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
- Cancel Recurring Payments
- Reallocate a P2P Donation
- Refund a Transaction
- PayPal Payment Processing
Engage Admin Set-up and Settings
- Inactivity Timeout
- Engage User Access
- Manage My Team
- Account Setup
- Settings: Introduction
- Settings: Look & Feel
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