Mar 20, 2023
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.
- Click Contact Engagement Report Settings in the Miscellaneous section.
- Choose the desired Date Range to be used for the statistics on the Engagement tab. You can select a Rolling Year or Current Year.
- 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.
- 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.
- Click Save.