Overview


Engage uses menus on the top of the screen to guide you to the right place.


Features


At the top of the Engage screen is a dark menu bar with the Engage logo on the left and , main menu options in the middle, and icons for Help & Support, User Settings, and Account settings on the right.


In the center of the menu bar are the options for different Engage areas and functions. Depending on your assigned security role's level of access and your account, you may not see all of these options:


 


Main Menu Options


The main menu options when working in Engage are the Dashboard (the default screen when loading the Engage application, and available again by clicking the Engage Icon), Campaigns, Messages, Lists & Subscribers, Downloads, and Reporting.


Campaigns is where you can set up sends to go out to subscribers. Depending on your account, you may have access to Standard Campaigns, Automated Campaigns, or both.


Messages is where you create and store the emails, text messages, and faxes to send out to subscribers.


The Lists and Subscribers area is where you can view, search, and manage individual subscribers or upload subscribers to the overall account. This is also where you can manage non-dynamic lists of subscribers for attachment to campaign sends. This area also includes the Segmentation functions. Segmentation allows you to group subscribers into dynamic lists based on their attributes, so that you could, for example, send a Campaign Send to all subscribers whose account is listed as being from Ohio.


The Downloads area is where any files you export to your Download Center - segments, subscriber lists, reports, etc. - are stored and available for download after processing is complete. Downloads are stored in this area for 14 days. Engage also allows for different exports that can go to your FTP site.


Reporting should be self-explanatory.


  


Help & Support and Settings Icons


To the right of the main menu options are the icons for Help & Support, User Settings, and Account Settings. Clicking one of these icons brings up a submenu of options.



The first icon, Help & Support, provides links to supports options, the Service Level Agreement for Engage, our Security and Compliance notification, and to our external system status website.



The second option, User Settings, allows you to edit your Profile - your name, email address, time zone selection, and password.



The third icon is Account Settings. This menu contains links to the pages for managing your account's Preference Center, managing Data Transfer, setting up Sender Profiles for sending emails, and managing communications and web page Branding.



The Preference Center screen allows you to customize a basic subscriber Preference Center that will be used if you don't have a customized Preference Center with the Engage Sites application.


Data Transfer is where you can set up FTP profiles, imports, and exports.


The Sender Profiles page allows you to set up and manage "From" and "Reply To" names and addresses, with selected Mail Streams for your Engage email.


The Branding area is used for basic page branding on customer-facing webpages linked to your Engage account (as opposed to custom Sites pages).


 


The last part of the menu shows the name of the Engage "instance" you are working in. If you have more than one instance, you can click here to select between instances you have access to. However, most customers will have only one instance already set up for them. In the image above, that the user is logged into an instance for Questline.