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ProteusEngage Analytics

Engage provides users with a variety of important analytics to measure the engagement of clients and prospects. Each contact has their own personal URL to the system, so each individual's usage can be tracked down to the second. Engage provides information about all the following activities:

  • Contact visit activity
  • Modules viewed
  • Documents downloaded or uploaded
  • Videos watched and percentage completed
  • Comments added
  • Contacts invited
  • External links clicked
  • Overall time spent 

Many of those data points can also trigger automated messages to alert individuals when someone has logged in or completed other activities. In order to see all of the data points in one area, simply follow the guidelines in the video below.

Have questions? Please click the "HELP?" button in the upper right corner of your Engage screen or contact support. 

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