Engage Resource Toolkit

Updated October 2022

Journey Notifications

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Basics	Key Tasks	Supplemental Tasks
Login to Engage	Search Client	Update a Client’s Mentoring Request Status
Homepage Views According to Your Classification	Add a New Client	Add a Co-Mentor Add a Note as a Co-Mentor
Home Page Links Quick Descriptions	Accept/Decline Mentor Request	Team Member Information Refer A Client to Another Mentor
Update Your Profile	Record a Session	Send An Email From The Contact Record
		How to Access NPS Reports

Basics	Key Tasks	Supplemental Tasks
Login to Engage	Assigning the Request to a Mentor	Reassign a Mentor Request
Home Page Links Quick Descriptions	Adding a Note to the Mentor Request	Transferring a Mentor Request to Another Chapter
Receiving the Mentor Request	Search Client	Case Assignment
On-Demand Video About Client Intake Coordinator	About the Client Mentoring Request Page - coming soon	Adding a Client as a Client Intake Coordinator
		Engage Cheat Sheet for Admins - Client Intake Coordinator Edition
		Generate Engage Reports

Basics	Key Tasks	Supplemental Tasks
Login to Engage	Event Creation	How To: Modify An Event
Home Page Links Quick Descriptions	Checking in Registrants	How To: Cancel an Event
On-Demand Video About Event Manager	In-Person Post Processing	How To: Clone An Event
	Update Attendance for Zoom Meeting	Marketing The Event
	Update Attendance for Zoom Webinar	Engage Cheat Sheet for Admins - Event Manager Edition
	Fact Sheet about Importing Attendance	Generate Engage Reports

Basics	Key Tasks	Supplemental Tasks
Login to Engage	Viewing Records in the Application Queue	Update a Volunteer’s Training Classification
Home Page Links Quick Descriptions	How To: Assign Interviewers	A Comprehensive Guide to Classifications
On-Demand Video About Volunteer Intake Coordinator	Transferring Applications to Another Chapter	Onboarding a Provisional Volunteer
	How to: Handle a Duplicate Application	Send An Email From The Contact Record
	How to: Take Ownership Of A Case In Engage	Generate Engage Reports
	Search Volunteer	Engage Cheat Sheet for Admins - Volunteer Intake Coordinator Edition

Basics	Key Tasks	Supplemental Tasks
Login to Engage	Search Volunteer	Managing Contractors in Engage
Home Page Links Quick Descriptions	Assign/Update Position	Engage Cheat Sheet for admins - Chapter Admin Edition
On-Demand Video About Chapter Manager	Update a Volunteer’s Status