Salsa Engage Help Documentation

Engage Announcements

• New and Improved in Salsa Engage - October 2018!
• TLS 1.0 Sunset Overview and Schedule - Everything You Need to Know
• What is GDPR?

Getting Started and Settings

• Account Setup
• Dashboard Snapshot
• Settings: Introduction
• Email & Form Defaults
• Manage Users
• Salsa CRM and Salsa Engage Integration

See all 17 articles

Email and Autoresponders

• Create and Send Email Blasts
• Autoresponders
• Email Series
• FAQ: Clone an Email Blast
• FAQ: Edit the URL of an Email Blast
• FAQ: Email Blast Reporting

See all 12 articles

Activities

• Activities Overview
• Make Your Selection - New!
• FAQ: Add Double the Donation to Activities
• Discount Codes for Events and P2P
• Test Live Activities
• Passing URL Parameters and Tracking Codes--for Advanced Users and Developers

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Sign-Up Forms

• Sign-Up Forms

Fundraising

• Fundraising

Petitions

• Petitions
• FAQ: View and Export Petition Results with Comments
• FAQ: Approve or Moderate Petition Comments

Targeted Actions

• Targeted Actions
• Legislator Lookup
• Click To Call
• FAQ: Export a List of All Available Targets/Districts

Events

• Events
• FAQ: Event With Free Tickets
• FAQ: Cancel a Ticketed Event Registration
• FAQ: Registering Guests Who Don't Have An Email Address
• FAQ: Resend an Autoresponder

Peer-to-Peer Fundraising

• Peer-to-Peer (P2P) Event Creation
• FAQ: P2P Fundraiser Account Management
• FAQ: Resend Fundraiser Setup Email
• FAQ: Suspend an Individual or Team Page
• FAQ: Cancel or Refund a P2P Registration
• FAQ: Allow Anonymous Donations

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Assets

• Add, Edit, and Delete Images
• Best Practices for Image Import and Use
• Syndication - Publishers
• Template Library - Subscribers

Visual Editor - Web Publishing

• Visual Editor for Activities and Messages
• Add YouTube Videos to Forms
• Copy and Paste Best Practices
• Font and Element Options

Insight and Queries

• Messaging and Activity Insight
• Insight: Query - Create a Query

Social

• Connect Social Media Accounts
• Engage Changes Due to Revised Facebook Permissions
• Social Posts
• Adding an Engage Activity Form to a Facebook Page
• Audience - Create a Custom Audience
• Lead Ads - Capture Supporter Information

Supporters

• FAQ: Add a Single Supporter
• Introduction
• FAQ: Add a Supporter to a Group
• Groups
• Manage Supporter Imports
• Manage Supporter Exports

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Transactions

• PayPal Payment Processing
• Transactions
• Manage Your Donation Imports
• Manage Transaction Exports

API: Engage Integration

• Getting Started
• General Use
• Engage API: Merge Supporter Records
• Engage API: Activity Data
• Engage API: Segment Data
• Engage API: Supporter Data

See all 7 articles

API: Web Developer

• General Information
• Web Developer API Overview
• Activity Form List
• Activity Form Metadata
• Activity Form Summary
• Activity Form Summary - Attendees

See all 17 articles