Creating Officials Searches
Jun09

Creating Officials Searches

Engage provides administrators with a chance to narrow down a list of legislator targets using Official Searches. This will let you send constituent mail to committees, bill sponsors, and legislators who voted a specific way. To access this, go to People -> Officials, Custom Recipients and Candidates Search , select “Create a Search.” Select “Official Search” and click submit. Give the search a name and select the appropriate...

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Advocate Notes Engagements

An Advocate Notes Engagement type can be created to allow advocates report back to you about meetings they have had with Elected Officials and their staff and the State and Federal level during Hill days, fly-ins, and other contexts. Advocate Notes Engagements are also available as plugins you can embed on any website. To get started, visit the “Engagements” page under the Engage navigation item and click the “Create Engagement”...

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Act on a Regulation Engagements
Aug15

Act on a Regulation Engagements

Act on a Regulation Engagements allow your advocates to comment on over 300,000 federal agency and subagency documents on Regulations.gov during their open comment period directly from Engage or send a letter to over 200 federal agencies and subagencies. Advocates can also send letters to elected officials and/or custom recipients in the same Engage action. Start by creating an Engagement like you normally would for Write a Letter,...

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Issues, Campaigns, and Engagements
Feb10

Issues, Campaigns, and Engagements

Engage lets you set up as many engagements as you need, but organizing them can be troublesome. What if you have engagements with the same title but tied to different projects or campaigns? What if an executive wants to know how your activities are supporting an overall goal? That is where Issues and Campaigns come in. They act as ways to organize your activities in Engage, and tie them to long-term Issues and medium-term Campaigns....

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Restoring Inactive Campaigns, Engagements
Jan14

Restoring Inactive Campaigns, Engagements

Both Campaigns and Engagements have built in lifespans – a start and end date. As you create an Engagement, the end date is set based on the end date of the corresponding Campaign. When a Campaign or an Engagement reaches the end of its lifespan, the system moves it to the “Inactive” status. If a Campaign goes inactive, it inactivates all Engagements tied to it. The end date can be changed at any time. And if you...

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