Getting Started with Civio Engage
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1. Getting Around Civio Engage
An introduction to the two sides of Civio Engage — the public site your community sees, and the admin interface where your team manages content, projects, and participation.
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2. Setting Up Your Site Basics
Configure your site navigation, logos, home page, registration form, categories, and default moderation settings.
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3. Creating Site Pages
Learn how to create and edit site pages, use the content editor with blocks and groups, and configure your default participation settings.
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4. Setting Up Your Team
Add your team members, assign the right roles, and understand how permissions map to the content workflow.
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5. Creating Your First Project
Create a project, fill in the essential fields, apply categories, add content blocks, and publish it to the public site.
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6. The Content Workflow
Understand how content moves from draft to published, who acts at each stage, and how to use revision notes to keep your team aligned.
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7. Participation Tools — Which to Use
Learn what each of the six participation tools does, when to use them, and how to choose the right one for your project.
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8. Moderating Participation Submissions
Learn the three moderation options, set your site-wide default, review and approve submissions, and respond to your community — all from the admin interface.
- 9. Intro to Reporting & Analytics