ENGAGE Support

Overview The Labels & Envelopes feature allows you to quickly generate and print mailing labels or envelopes for your members or contacts. This is idea...

The Membership module is the heart of the system, allowing you to manage organizations, people, communications, contracts, surveys, and more. Keeping your d...

Overview Letter templates allow you to personalize form letters for single or bulk distribution. Start with a Microsoft Word document and use text-based pl...

Overview The Survey Builder allows you to create and distribute surveys to your membership quickly and efficiently. Surveys can be secure, anonymous, and f...

Creating a Communication Campaign Click the plus (+) button in the top-right corner of the page to create a new campaign. Select the organization and Di...

Overview The User Management section allows administrators to manage user accounts, update usernames, reset passwords, and link unlinked users to existing ...

This guide helps you navigate Engage after your first login. Step 1: Log In Go to [Your SaaS URL]/login.  Enter your email and password. Click Log In...

? How to Create a Course in ENGAGE The Courses section in ENGAGE allows Training Centers to create, organize, and manage courses that are part of their tra...

Welcome to the Training section. Here, you can manage every part of your Training Center’s education programs — from students and courses to communications...

1) Open the student’s record Go to Training → Programs → Student Folder. Find the student’s card. To view quickly: click the card. To see all tabs: c...