Creating Standard Pages
Standard Pages in Engage are the most customizable page option in Engage. Clients can use them to build pages with custom content and other module tools available in Engage. If you plan on using Engage as a micro site or in an iframe, one of the the first things you will have to do is build out a standard page. To edit or create a Standard page hover your mouse over the Sites tab and click on Standard Pages. A simple, default home...
News Streams
The stream feature in Engage allows you to display current news stories that are relevant to your cause on your public facing site. Hover your mouse over the “Content” tab and click on “Streams.” Click on “Create Stream” and give it a name. Once you see your stream name on the left side of the screen, select it and click on “Add Feed to Stream” Feeds are the content housed in the...
Using Lists for Site Administration
Lists work hand-in-hand with Modules to define how and where content items are displayed on your public facing Engage site. They give you the opportunity to decide which items, and in which order, they will appear. Lists may be comprised of the following items: Engagements Bills Votes Stories (from Share a Story Engagements) Issue Pages To create a List, visit the List page of the Engage admin, click the “Add New List”...
Call Feedback Forms
Call feedback forms are used for “Make a Call” engagements. The form allows advocates to provide you with useful information about the call they’ve made. The only two default fields on the call feedback form are: Did you make the call? (required field) Tell us about the call So this leaves you with free range to customize the form the way you want by adding as many custom questions about the call as you may like....
How to Customize Forms
Engage accounts start with a standard set of default forms that are assigned to specific engagements and registration modules: Registration Form Advocate Info Form (Standard) Advocate Info Form (Write a Letter) All fields are required and cannot be removed Advocate Info Form (Sign a Petition) Additional Advocate Information Form Voter Registration This form can be customized but additional information will not be passed through to...
Learn Best Practices
