Salsa Engage Help Documentation

Getting Started

• Account Setup
• Set Up Click To Call Caller ID
• Set Up or Edit Your Payment Gateway
• Connect Social Media Accounts
• Email Authentication - Make Sure Emails Can Get to Supporters
• Salsa CRM and Salsa Engage Integration

See all 7 articles

Activities

• Activities Overview
• Basics Window
• Events
• Fundraising
• Peer-to-Peer (P2P)
• 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 - Create a Query

Email and Autoresponders

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

Social

• Audience - Create a Custom Audience
• Lead Ads - Capture Supporter Information
• Social Posts

Supporters

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

Dashboard, Settings, Visual Editor

• Dashboard
• Visual Editor for Activities and Messages
• Settings: Create Supporter Custom Fields and Activity Custom Fields
• Settings: Edit Initial Account Settings After Initial Setup
• Settings: Introduction
• Settings: Message Topics

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Transactions

• Transactions (New Features Coming Soon)
• Manage Your Imports
• Manage Exports

API

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