Creating Advocate Searches
The ability to search and group key advocates together is one of the most powerful features in Engage. To use it, you’ll need to create an Advocate Search. This will allow you to find, and even email, targeted groups of advocates. Once you login into Engage, Go to People -> Advocates This will take you to the “Find Advocates” area of the site. From here, you can see any previous searches and create new ones. To...
Advocate File Uploads
CQRC Engage allows you to upload advocate data from other systems using a formatted CSV (or Comma Separated Value) file. Engage will look at the headers for your file and try to match the information against our existing database. You’ll have a choice regarding what to upload and what to exclude from the file. Advocate Fields The upload file will match data to existing advocates, or if an advocate does not already exist, it...
Engage Advocate Subscription Scenarios
Scenarios: When a new advocate takes action or registers on Engage, the advocate will have status neverSubscribed = true if they do not select the emailOptIn field. The advocate profile for a new advocate created under this condition will look like this: At a later time, if the advocate selects the emailOptIn field when taking action, the advocate will become subscribed and the profile will be updated to: If an advocate has never...
Video: Creating a Communication
Watch this twelve minute video about how to create an email communication to your advocates using...
Video: Creating Custom Questions
Watch this six minute video about how to create custom questions in your Engage database that can be added to forms and advocate data can be uploaded to....
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