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Engagifii Best Practices

Refer to these articles to access useful tips and tools that will assist you in effortlessly navigating the Engagifii platform.

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Accreditation & Training

Check out this collection of articles on managing classes, courses, awards, and certifications.

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Communications

Learn how to send or schedule email messages, manage integrations with email providers, email marketing systems etc.

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Engagifii YouTube

Access our YouTube channel to view product videos and updates.

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Events

View these articles for assistance with event creation, registration, managing participants, notifications and cancellations.

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GeoConnect

Learn about how to capture the relationships your members have with their political officials.

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Legislation

Find and track legislation of interest, create legislative reports and find information on public officials

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Legislation and Policy Builder

Access articles to add and collaborate on new documents to facilitate feedback among multiple teams. 

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Relationships

In this section, discover how to manage the people, organizations, groups and committees that are on your workspace. 

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Revenue

Explore the articles provided in this section to gain insights on managing invoices, credit notes, and revenue reports. 

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Release Notes

Engagifii is always improving. Review our library of release notes.

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Settings & Configuration

Optimize your experience with Engagifii by learning how to update settings and configure your workspace.