People are complicated - keep track of a Person's many Roles and Groups. Use linked phone and email addresses to ensure you are using the right asset at the right time.
Splice People into custom Segments and Subsegments to effectively track and communicate. Do it manually or let engage.in take control with calculated subsegments.
Engagement, Relationship and Financial. Instantly see how you are relating to a contact with scores. View you entire history like mass email activity, form submissions, event attendance, orders and more.
Create Roles to connect a Person to your Groups. Add unique communication assets for each Role to ensure you are communicating with the person in the right capacity. Update a Role to a new Person as they come and go, while keeping a history of who held the Role previously.
Custom fields and Group Types reflect the unqiue realities of the Groups your organization works with. Add additional context and querying power.
Use Opportunities, Projects, and Notes to keep track of how you are relating to a Group and their activity with your organization.
Parenting of groups accomodate the complex organizational structures of your clients and stakeholders.
Send out targeted communications. And after you've sent your email, see all your activity like link clicks. You can even change a link after the email is sent.
Get granular detail at your findertips like when each recipient opened their email or clicked on any of your links.
Send out pre-recorded messages or phone surveys to ensure your message is heard, whether an emergency communication or to get feedback.
From RSVP events to complex multiday conferences, our event management and forms can handle it all.
Send personalized invitations, require access codes to purchase certain tickets, or use custom logic for different pricing and publishing dates.
Sell your Products, create custom pages for each product, and even restrict certain products or give special procing to specific users.
Store, Orders, Forms and Resources.
A secure logged-in area to shop in a store tailored with custom pricing and products for a user, complete custom forms and applications, and view shared files.
Use different Portal Access types to create curated experiences for your different types People.
Keep on top of Orders created from your Store or Event Forms. Or manually create one.
View invoices, transaction histories, or issue a refund.
Analytics Dashboards give your organization powerful insights to help you make data-driven decisions.
Do you have membership fees, monthly donations or recurring products? Subscriptions tie recurring payments and orders together, however you need.
People have many different phone numbers, emails, and Roles for different reasons.
engage.in allows you to choose which phone, email, or Role to use when adding a Person to a specific segment to ensure your message is delivered in the right way.
Keep track of people participating in your project to effectively engage them at the right time with the right method.
Gather the Groups a project is targeting in a centralized place.
Calendar events and assigning tasks to your users and user teams ensure your project is a resounding success, and on time.
Information is key. Keep track of your touchpoints and meetings, phone calls, email correspondence and more. Link People and Groups to your note for due diligence.
Use custom Categories to easily search for the information you need at any given time.
Store important files like contracts or presentations for due diligence. Share files externally while tracking activity like views and downloads.
Pursue leads with your customers or potential partners and see how your relationshup evolves over time.
Automatically create opportunities from form submissions as you get Sales leads or key stakeholders reaching out.
Add your users to specific user teams to ensure that the correct level of access is given to the right user. Easily change a user's teams to quickly increase or limit what they see.
Set up custom user access on Projects, Notes, and Forms to ensure only the users and user teams who should see something, see it. Detailed timelines show you all the views, edits, deletes and downloads taken by users.
For organizations with subsidiaries or independent departments, subaccounts create entirely separate and siloed engage.in environments within your enterprise system, while allowing oversight from the parent organization.
Avoid having to pay-per-user, and get your entire team logged in, and harnessing the power of engage.in.