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Home > Contacts > Contact Engagement Report Settings
Contact Engagement Report Settings
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By completing some initial setup under Setup > Contact Engagement Report Settings you can configure the date range for statistics displayed on the report, as well as Introductory Text/Images, as well as add a list of the additional actions or initiatives you provide for your members.

 

Click Setup in the left-hand navigation panel.

 

  1. Click Contact Engagement Report Settings in the Miscellaneous section.

  2. Choose the desired Date Range to be used for the statistics on the Engagement tab. You can select a Rolling Year or Current Year.
  3. Enter Optional Intro Text and/or Images you wish to include on the Engagement tab. This is displayed on the tab, and, most importantly, is included on printed/emailed reports to serve as a nice introduction for your members to the engagement report.
  4. Enter Other Activities Provided as a Benefit. This will be displayed on the tab, and, most importantly, is included on printed/emailed reports to provide your members with additional details of the benefits you provide to them.
  5. Click Save.
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