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
		Pilot Mentor Toolkit Mad Lib Profile Guide to Introductory Mentoring Sessions

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		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