Help Index
Account Administration:
- Administrators & Roles
- Issues, Campaigns, and Engagements
- Video: Issues, Campaigns, and Engagements
- The Dashboard: Total Activities, Advocates Who Took Action, and Total Actions
- Using Lists for Site Administration
- Video: Lists for Site Administration
- Restoring Inactive Campaigns, Engagements
Engagements (calls to action):
- Video: Creating an Engagement
- Video: Editing an Engagement
- Act on a Regulation Engagements
- Shared Story Engagements
- Facebook Comment Engagement
- Video: Creating a Facebook Engagement
- Register to Vote Engagements
- Tweet Your Legislator Engagements
- Video: Tweet your Legislator Engagements
- Advocate Notes Engagements
- Candidate Write a Letter Engagements
- Single Page Write a Letter Engagements
- Restoring Inactive Campaigns, Engagements
- How to Publish Migrated CapWiz Alerts as Engagements
- Using Targeted ‘Smart’ Alerts Within Engage
- Engagement Plugins
- Adding Custom Recipients
Advocate Notes:
- Advocate Notes Engagements
- Importing Advocate Notes
- Exporting Advocate Notes
- Converge Fly-In Mobile App
Shared Stories:
Reporting & Searches:
Advocates:
- Advocate File Uploads
- Video: Uploading Advocates
- Advocate Communication Subscription Scenarios
- Creating Advocate Searches
- Video: Advocate Searches
Communications:
- Video: Creating a Communication
- Simple Email Communications in Engage
- Using Merge Fields in Engage Communications
- Image Alignment in Engage Communications and Outlook
- Communications Detail Report
- Advocate Communication Subscription Scenarios
Elected Officials, Candidates, Custom Recipients:
- Officials and Candidates Administration
- Elected Official and Candidate Scorecards
- Elected Officials Searches
- Election Map Modules
- Candidate Searches
- Quick Candidate Searches & Customization
- Create Official Searches for Engagement Targets
- Video: Elected Official Searches
Votes & Bills:
- Vote Descriptions and Lists
- Bill Descriptions and Lists
- Elected Official and Candidate Scorecards
- Bill Sponsor Targeting Elected Officials Searches
Streams:
GOTV & Elections:
- Election Page Setup Wizard
- Register to Vote Engagements
- Candidate Write a Letter Engagements
- Creating Candidate Search Groups
- Quick Candidate Searches & Customization
- Candidate & Elections Lookup Modules
Forms & Custom Questions:
- How to Customize Forms
- Additional Advocate Info Forms
- Call Feedback Forms
- Creating Custom Questions
- Video: Creating Custom Questions
- Using Hidden Questions
Standard Pages, Issue Pages, Sidebars, & Menus:
- Standard Pages
- Video: Standard Pages
- Issue Pages
- Creating and Editing Sidebars
- Menus
- Election Page Setup Wizard
- Module Types:
- Twitter Widgets
- Facebook Plugins
Themes:
Engage for Salesforce:
JavaScript Plugins:
- Engagement Plugins
- List of Engagements Plugins
- Featured Story Plugins
- Lookup Officials/Candidates Plugin
- Crafting CSS for Plugin Styling
- Video: Creating Plug-Ins
IFrames:
Migration from CapWiz to Engage:
