User Guide

This guide provides an overview of product features and related technologies. In addition, it contains recommendations on best practices, tutorials for getting started, and troubleshooting information for common situations.

Understand Engage: Overview
Overview Engage is a highly flexible and customizable campaign management application. In order to use all of the functionality that Engage provides, yo...
Wed, 19 Dec, 2018 at 8:56 PM
Understand Engage: Bounce Management
Overview This article explains how email bounces are handled within the Engage application. This handling is done automatically at a system level, but i...
Mon, 17 Dec, 2018 at 6:49 PM
Understand Engage: CAN-SPAM Compliance
Overview The CAN-SPAM act of 2003 went into effect on January 1, 2004, establishing the United States’ first national standards for the sending of email...
Wed, 19 Dec, 2018 at 9:30 PM
Understand Engage: Data Security
Overview To help protect your data, Questline and the Engage platform provide many features that allow you to implement the security plans and procedure...
Mon, 17 Dec, 2018 at 6:51 PM
Understand Engage: Whitelisting
Overview If you send to a group of people at one company (including your own utility), and they aren't getting the emails, it's probably due t...
Mon, 17 Dec, 2018 at 6:53 PM
Understand Engage: What Happens When You Click Send
Overview When you send emails in Engage, a series of events and processes take place behind the scenes before your email reaches a subscriber's inb...
Mon, 31 Dec, 2018 at 3:15 PM
Mail Streams: Marketing vs. Transactional Email in Engage
CAN-SPAM specifies requirements for sending email according to two classifications - Commercial (or Marketing), and Transactional. For best results in reach...
Wed, 19 Dec, 2018 at 11:56 PM
Dashboard: Overview
Overview The Engage Dashboard displays whenever you sign in to Engage. The Dashboard provides you with a quick summary of activities. The Dashboard prov...
Mon, 31 Dec, 2018 at 3:17 PM
Dashboard: Newsletter Drafts
Overview If you have Newsletter Campaigns as a feature on your account and have any Newsletters in Draft status awaiting review and approval, the Newsle...
Mon, 31 Dec, 2018 at 3:18 PM
Dashboard: Standard Campaign Account Performance
Overview If your account has the Standard Campaigns feature, the Standard Campaigns Account Performance display is located in the middle of the Dashboar...
Mon, 31 Dec, 2018 at 3:20 PM