Engage Knowledge Center

Getting Started with Engage

• How to add a new Engage Workspace
• Workspace Search: Finding Your Workspaces with Workspace Table View
• Contact Status (Pending, Active, Inactive) Defined and How to Edit
• Customizing or Editing a Module
• My Profile: How to find and edit your Bio
• ProteusEngage Analytics
• Groups
• My Profile: How to find and edit your Profile

Sharing to Gain Engagement

• Best Practices for Winning with the Engage Platform
• Evergreen Videos
• Five Ideas for Nurturing When a Deal Goes Cold
• I’ve invited a contact, they haven’t visited yet. What should I do? 5 Ideas to Help you Connect.
• What to Say in a Meeting Recap Video
• What, When, and How to use a Celebration Module
• Workspace Introduction Script

Engage Best Practices

• Adding a Meeting Recap
• Four Ways to Invite Contacts
• How to Add a Video to a Workspace
• How to Text a Workspace Link
• How to use Email Templates
• Unpublishing or Archiving Modules
• Adding a Workspace Logo
• Uploading & Cropping images
• Encouraging Contacts to Invite Other Contacts

Tasks

• Assigning To Dos to Your Clients
• How Contacts Can Add Tasks
• Task Management

Advanced Features

• Triggers
• Search within Module Menu
• Advanced Features: Build Email Templates
• Advanced Features: Labels
• Advanced Features: Password Protected Workspaces
• Advanced Features: Task Cadencing
• Advanced Features: Workspace Switcher
• Copy Modules
• Bulk Add: Adding a module to multiple workspaces
• Branding: Customize your Engage with your company colors
• Move Modules
• User Notifications
• Custom User Roles

Using Video in ProteusEngage

• Do's and Don'ts of Videos

Engage Configurations and Integrations

• Emails: How to send emails from Engage
• Microsoft Teams: How to add Engage app to your Microsoft Teams account
• Salesforce Integration Overview
• HubSpot Integration Overview