Managing Content

Participation Opportunities

Engagement Initiatives

76engaage allows administrators to organize engagement activities into groups called Engagement Initiatives. These engagement initiatives can contain any number of activities. Engagement Initiatives are listed in the Participation Opportunities page. The initiatives that are open for participation are listed under the "Current" tab, while those that are closed are listed under the Previous tab.

Creating an Engagement Initiative

Go to the Engagement Initiatives List interface and click “Add term”. Fill out the template and click “Save”

Editing an Engagement Initiative

Go to the Engagement Initiatives List interface and click the “edit” link next to the initiative you wish to edit.

Opening and Closing Engagement Initiatives
  1. Edit the Engagement Initiative
  2. Set the Status to Open or Closed and click "Save"
Deleting an Engagement Initiative
  1. Edit the initiative you wish to remove
  2. Click “Delete” and confirm your intent

Engagement Activities

Forum Posts

Forum posts enable the Administrator to publish content on which participants can provide comments. Forum Posts are created using the Create Forum post screen. To edit or to delete a forum post, visit the Post page and click on the Edit tab. Use the template to edit the post and click the “Save” button to save your changes, or simply click on the “Delete” button to delete the post.

Questionnaires, Surveys and Forms

76engage provides Administrators with the capability to design forms using a variety of fields. Each form is comprised of two components: the actual form and the page that contains it.

Creating a Form

To create a form, go to the Create Questionnaire screen to create the container page. Once the container page is created, click the Webform tab to add fields to the form. The following is a list of available fields:

  • Date and time: Collects date information. Engagement managers can choose to default to the participant’s or the site’s time zone. Participants use an easy to use calendar date picker to select a date that includes day, month and year. Time options may be limited to a start and end time (earliest and latest), can be collected in 12 (am/pm) or 24-hour format and minute increments include 1 minute, 5, 10, 15 or 30 minutes.
  • E-mail: Collects one or more email addresses. Email address format validation is performed on submission.
  • File: Allows participants to upload files. Engagement managers can determine maximum file size, allowed file extensions.
  • Grid/Likert Scale: Presents participants with a list of factors they can rate using a sliding scale.
  • Number: Collects numbers. Engagement managers can choose the format (integer or decimal), a minimum and a maximum allowed value and increment steps (i.e. a step of 5 would allow values 5, 10, 15, etc.) Participants can be presented with a text field or a list of selections. The field can be prefixed ($, #, etc.) or post fixed (lb, %, etc.)
  • Select options: Multiple choice question. Engagement managers can choose to collect single or multiple options. The tool provides pre-built option lists for days of the week, countries, provinces and states. The order in which options are displayed can be randomized.
  • Text: Collects free-form, single or multiline text entries from participants. Engagement managers can allow plain text or formatted submissions.
Laying out Fields

Fields can be arranged into sections (i.e. Personal Information, Business Information, etc.) and reordered using drag & drop.

Multipage forms

Forms can be broken out into multiple pages. Multipage forms display a progress bar, showing participants where they are and what to expect as they move through the form. The progress bar may show number of completed pages (i.e. Page 1 of 4), percentage completed (i.e. 10%) or stage names (i.e. Personal Information, Business Information, etc.) As participants complete the form, they may opt to save a draft and continue with their submission at a later date. Multipage forms also automatically save drafts between pages allowing participants to go back to edit information entered in previous pages.

Conditionals

Engagement managers may opt to create conditions whereby components, sections or form pages may be shown or hidden based on the value of other components.

End Pages

End pages are shown to participants after they submit a form. End pages can be configured in the Form Settings section found under the Webform tab. The following options are available:

  • Redirect to a new page with a custom confirmation message
  • Redirect to another website
  • Redirect to another page within 76engage
  • Reload the current page
Polls

Polls allow participants to answer a single question by voting for one of the available provided answers. Polls are created using the Create Poll interface.

Translating Polls

To translate polls:

  1. Click on the "Translate" tab while viewing/editing a Poll
  2. Click the "add" link for the language you would like to translate to
  3. Translate the title (Note: The choices can not be tranlsated through this interface)

To translate poll choices:

  1. View the Poll in the language you would like to translate to
  2. Go to the translate interface
  3. Use the search interface to search for your choices (the search is case sensitive)
  4. Click 'edit' for the text you would like to translate
  5. Add the translated text in the input box provided and click 'Save translations'
Private Feedback
Adding Media to Posts

Any number of images and videos can be added to a post by using the WYSIWYG editor in the Create or Edit screens. In addition to these inline assets, a featured image or video can be defined for each post. Featured images and videos are displayed at the top of the post and are used in the card view of the post on the project page. To add a featured image, upload the image into the Featured Image field. To use a video as the featured image, specify the video URL in the the iFrame URL field.

Access Restrictions
Public

Public activities are available to all registered participants.

Unlisted

Unlisted activities are not listed anywhere on the navigation, the auto-generated site map and RSS feed. Only participants with the link would be able to find and participate in the activity.

Private

Private activities require that participants be authenticated with a special role that grants them access to participate in such activity. The engagement administrator can designate a predefined list of previously registered participants as members of this role.  Participants who have already registered will not have to do anything to add this functionality to their profiles. In addition, the administrator can set up profiles for a list of potential participants who will be invited to participate in the private role. Potential participants who have not registered will be sent an email inviting them to register. At the time they do so, their email address will be associated with a profile preconfigured to give them access to the restricted site.

Information Pages

Information pages are used to provide information to users and can contain text, images and embedded media. To create an information page, use the Create Basic page interface.

Galleries

When adding multiple images to a single page, 76engage displays the images using a gallery format.

Moderating Content

Comments

Comments can be reviewed in the Comments interface. From this interface, administrators can review each comment, approve and reject, and delete comments.

Reviewing Reported Comments

Users have the ability to report offensive comments. Reported comments can be reviewed in the Reported Comments interface.

Form Submissions

Answering User Questions

76engage provides participants with the ability to ask questions. Administrators can then choose to answer the question publicly or privately. When answering questions publicly, the question and answer are listed in the Questions and Answers page. When answering privately, answers can be sent directly via email to the asking participant.

Answering Publicly

When a participant asks a question, an email notification is sent to the administrator with a link to the question screen. On that screen, administrators can supply an answer and organize the question into one or more engagement initiatives. Once the answer is published, both the question and answer will be listed in the Questions and Asnwers page.

Answering Privately

To answer privately, administrrators can choose to simply supply the answer via email to the asking participant. The participant's email address can be accessed by editing the participant account.

Automatic Profanity Filter

76engage automatically filters out offensive words submitted by participants. Filtered words are replaced with a replacement characters (i.e. “----“). Filtered words may be added or removed by administrators using the Offensive Word List Management interface. Note that this interface contains language that may be offensive to some users.

Content Keyword Alerts

76engage provides the ability for administrators to set keywords that will trigger notifications. When a participant submits a comment that includes a keyword, an email is sent to administrators flagging the submission. Keywords can be configured in the Keyword Alert Configuration interface.

Managing Users

Creating Users

  1. Fill out the Account Creation form
  2. Edit the newly created account, click on the "Personal" tab and fill out the additional information

Editing Users

In the People screen, click the "Edit" link for the account you wish to edit.

Deleting Users

  1. Edit the account you wish to delete
  2. Click on the “Cancel account” button
  3. Choose the method for handling content that the user may have generated
  4. Click the “Start Account Cancellation” button

User Roles

When visitors self-register for an account, the 76engage automatically assigns them the “Participant” role. Administrator-created accounts must have their role stated during account creation.

Reports

On-screen Reports

Pulse

Posts

Comments

People

User Location Map

In consultations where location date is acquired as part of registration, 76engage provides a visualization of participant location by Forward Sortation Area (first three letters of postal code). This map can be seen on the People Report.

Data export

Email Invitations

76engage has built-in functionality to send out personalized email invitations to registered participants. The email invitation feature provides the following customization options:

Customizable Recipient List

The conditions to define the list of recipients can be customized. For example, an email may be sent only to contributors that are part of a special stakeholder group, or that completed their participation on a given engagement activity.

Message Customization

Messages can be customized and stylized using HTML. Messages can include merging tags that allow for dynamically-generated content to be added.

Unsubscribe Management

The email invitation feature provides recipients with access to a single-click instant email unsubscribe link as required by the CAN-SPAM Act.