Campaign Management for Terra Dotta Engage provides a suite of options to promote your global engagement opportunities and pave the way for contacts to become applicants. Customize your messaging to communicate effectively with specific audiences, connect recipients with valuable educational programming, and continually improve your outreach strategies using a data-driven approach.
For an index of Engage articles, return to the Engage Table of Contents.
The Staff Permissions page (Staff > Staff Permissions) allows you to manage your administrative users and their access to the functionality on your site. You can add permissions to a User Group to add the permissions for all members of that group, or use the User/Permission Search button to assign permissions to individual users. (For more on Staff Permissions, see Managing Staff Permissions.)
Access & Permissions
Permissions for Engage are grouped under the header of "Engage Admin", including the following:
Message Builder - Access to view and create/edit message templates.
- Message Builder: View
- Message Builder: Write
Campaign - Access to view and create/edit campaigns.
- Campaign: View
- Campaign: Write
Subscription - Access to view and create/edit contact lists.
- Subscription: View
- Subscription: Write
Guide Builder - Access to view and create/edit the administrative functions for the Guide Builder.
- Guide Builder: View
- Guide Builder: Write
Events - Access to view and create/edit the administrative functions for events.
- Event: View
- Event: Write
Additionally, to access Analytics functionality for purposes of creating contact lists, users would need the following permissions:
- Query (Create/Edit)
- Report (Create/Edit)