Getting Started with Civio Engage
- 1. Getting Around Civio Engage
- 2. Setting Up Your Site Basics
- 3. Creating Site Pages
- 4. Setting Up Your Team
- 5. Creating Your First Project
- 6. The Content Workflow
- 7. Participation Tools — Which to Use
- 8. Moderating Participation Submissions
- 9. Intro to Reporting & Analytics
🛠️ Setting up Civio Engage
- Available SSO Providers
- Create and edit basic site pages
- Creating an API Key
- Edit the site menu
- Editing the site home page
- Getting Started with Civio Engage
- Guide to Site Styling and Appearance
- How to configure user sign-up text and profile fields
- Manage site categories (regions and tags)
- Settings
- Understanding the admin interface
- Using your own URL with Civio (DNS Settings)
👤 Profile management
👥 User management
📝 Publishing workflows
- Managing Revisions
- Understanding Content Workflow in Civio Engage
- Update workflow status
- Workflow status
📄 Working with content
- Filtering content
- How to add an accordion to your page
- How to add an image gallery to your page
- How to use content blocks and groups
- How to use the Rich Content editor
🏗️ Projects
- Create and publish a project
- Create and share a project preview link
- Delete a project
- Edit a project
- Key elements of a project
- Manage project restriction settings
- Send notifications to project followers
- Unpublish a project
✏️ Content tools
- Cloning tools
- Create and edit a project timeline
- Create and edit map layers
- Create and edit project documents
- Create and edit project events
- Create and edit project hotspots
- Create and edit project pages
- Create and edit project updates
- Create project maps
- Marker icons
- Upload external map layers
- View event registrations
- oEmbed
🗳️ Participation tools
- Create and edit a Q&A board
- Create and edit a map feedback
- Create and edit a survey
- Create and edit an idea board
- Create and edit poll
- Embed participation tools into other websites
- Manage your project participation tools
- Survey question types
- View, moderate, and export participation tool submissions
📊 Reporting
- Dashboard exports
- Dashboard settings
- Edit dashboard widgets
- Participation tool reporting
- Participation tool widgets
- Reporting dashboards
- Sending emails
- Understanding Dashboard Widgets
Tips, Tricks and Best Practices ✨
- Adjust an Image Focal Point
- Closing the Feedback Loop
- Create a Community Landing Page
- Enhance the Timeline to Boost Engagement
- How to create an FAQ
- How to set up a Private Consultation
- Image Dimensions Cheat Sheet
- Using Events to Boost Engagement