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
- FAQ: How Do I Resend an Autoresponder?
Fundraising
Targeted Actions (Advocacy)
- Create an Engage Targeted Action
- Import Custom Targets
- Regulation Comment Form
- Click To Call
- Legislator Lookup
- Advocacy Target Issues
Events
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 an Event (Offline Donations)
- Manually Add Registrants to an Event (Offline Registration)
- P2P Fundraiser Portal
Sign-Up Forms
Petitions
Email and Autoresponders
- Email Blast Quick How-To
- Create an Engage Email Series
- Create and Send an Engage Email Blast - Comprehensive
- Subscription Management
- Resend Email to Bounced Supporters
- Campaign Manager Actions to Ensure Emails Get Delivered to Supporters
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)
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
- Engage User Access
- Manage My Team
- Account Setup
- Settings: Introduction
- Settings: Look & Feel
- Settings: Billing History
Salsa for Salesforce
- Salesforce Integration Quick Tour
- Setting Up The Integration
- List of Data Objects That Sync
- Field Mapping Options
- Custom Fields and Custom Objects In Your Salesforce Layouts
- Syncing Supporters and Contacts