Engagement Tracker Setup (Super User)

[Requires that the Engagement Tracker Module is activated for your Alert Site]

For using the engagement tracker you will first need to setup the engagement types that will be used to categorise the engagements and events that are added by your administrators.

You can access these options from: main admin > engagement tracker > engagement types:

(Example of current types)

Adding a new engagement type

For adding  a new type, you can use the 'create new engagement type' option in the menu on this page.

For each type you can enter the details as above:

• the name, and the category that this type falls within (from the list of globally set categories)
• If this type requires an address (usually if this will take place at a certain location)
• If this type requires completion information
• If the type requires a team manager (supervisor) to sign off the engagement for it to be completed
• If this type should include duration information
• If this type of engagement will be displayed on the public 'Local Team Pages'
• If this type allows the option to notify the public

If an engagement type has the 'notify the public' option selected, this will then require the completion information to be entered for the engagement by the admin who added that, after the event has taken place.

(If no completion information is required, the engagement is automatically marked as complete.)

If an engagement is set to require a sign off by a team manager, once it's completed, it will appear in the completed list for all users, except the team managers, of the team assigned to the engagement. These team managers will see the engagement in a list requiring them to sign off the engagement. Which by adding their own notes. Once this has been completed, the engagement will move to the completed list.

If you do choose to allow a notification for an engagement type, you can then also set the default template content for the notification message for this type:

(This should include the standard details you would want to be included in a notification for this type, as well as the Mail Merge: engagement card, which displays the location and response options within the message for the recipient to use.)

You must also then set the radius for the notification to be sent to, either as a distance from the selected point, or if set as '0', this will send to all members in the lowest level area the point is within.

For any type that you add, you can also add a list of sub-types that can then be chosen from a dropdown when an engagement of that type is added. You can set this from the 'selectable options' tab', as below:

These sub-types can then be individually reported on from the engagement stats report, without requiring you to add a large a large amount of types individually. (You can also add more than 5 sub-type options by saving the new engagement type, then editing that from your current types page).

For setting the recipients of the event notification, you can also further specify this using responses to your surveys, groups and demographics, from the tabs as below:

Similarly to creating a new engagement type you can also edit the above settings for any of your existing engagement types as well: