Our Features
Contact Management
Unlimited user sets
Unlimited live exporting
User metadata profile customizability
Metadata visibility controls
Unlimited custom metadata fields
Automated duplicate account idenfier
Unlimited CSV data import
Unlimited user tags
Unlimited CSV file downloads
Unlimited admin private notes
Unlimited private note templates
Unlimited administrative accounts
Unlimited feature-moderator accounts
Automated user metadata syncing across platform
Quantitative user set history tracking
Automatically filter and sort users into custom user lists.
Export user information to other platforms with live updates.
Customize the information you track on users.
Control what data is fillable and visible to Users, Group Leaders, and Location Admin or greater.
Create your own questions to track user profiles.
Discover and merge duplicate accounts.
Automatically import user data directly to Engage Spaces.
Tag profiles with hidden markers.
Download all tables into a CSV.
Create private notes only visible to administrators.
Create private note templates to predefine private note question(s).
Grant platform-wide administrative access.
Grant feature-specific administrative access.
Sync all metadata across the platform with registration forms, Groups, and Users.
Track the number of users that meet your specific user set filter criteria.
Automations
Targeted automation lists
Automated enrolment into courses
Automated enrolment into workspaces
Automated enrolment into reports
Automated enrolment into events
Automatically generate lists of users that fit specific filter and engagement criteria.
Automatically enroll users into specific Course(s) based on your identified criteria.
Automatically enroll users into specific Workspace(s) based on your identified criteria.
Automatically enroll users into specific Report(s) based on your identified criteria.
Automatically enroll users into specific Event(s) based on your identified criteria.
Locations
Unlimited locations/regions/areas
Unlimited location administrators
Hide locations from users
Restrict locations from users
Disable locations from users
Location admin view
Categorize users based on their geographic location or by an organizational groupings.
Grant users administrative access to overseeing their location.
Make Locations not to be visible to users outside the location.
Restrict user access to specific locations.
Archive old locations but retain their historical record.
View and edit all locations with admin specific views.
Groups
Unlimited groups
Unlimited group leaders
Unlimited group supervisors
Unlimited group members
Unlimited roles within groups
Enrolments into multiple teams
Group leader administration dashboards
Customizable group visibility
Public facing groups dashboard
Archive members function
Group member private notes
Unlimited group tags
Unlimited group types
Group customizability
Disable groups
Group map
Groups in location
Featured groups
Group enrolment - user control
Group leader accessible metadata
Group report display
Shareable URLs
QR code generator
The building block of your organization - sometimes called Chapters, Districts, Pods, Clubs, Patrols
Grant users administrative access over their specific group
Grant users oversight of specific groups
Enroll the right people into your group and customize their roles
Create roles that custom fit your group structure
Allow users to enroll in one or multiple Teams and to have different roles for each team
Allow Group Leaders to oversee their Members list, past Attendance, roles, private notes & more
Allow groups to be discoverable by the public, only accessible to users, or hidden for searches
Help the public discover all of your Groups
Track when members joined and left their groups
Allow Group Leaders to take private notes on their members
Group Categorization visible to Admin Only
Group Categorization visible to End Users
Customize each groups Time, Weekday, Name, Location, Visibility and more
Archive Groups but retain their historical record
Let Users and the Public discover where Groups are located visibly on google maps
Connect your groups to specific locations
Feature specific Groups on the public page
Control if a registrant becomes a User or a Contact
Have Group Leaders take specific metadata notes on their Group Members
View Group-specific reports displayed inside the Group Leader Administrative Dashboard
Generate sharable URLs for people to find and register for the Group
Generate QR codes for people to scan and register for the Group
Teams
Unlimited teams
Unlimited team leaders
Unlimited team supervisors
Unlimited team members
Unlimited roles within teams
Enrolments into multiple teams
Team leader administration dashboards
Customizable team visibility
Public facing teams dashboard
Archive members function
Team member private notes
Unlimited team tags
Unlimited team types
Team customizability
Disable teams
Team map
Teams in location
Featured teams
Team enrolment - user control
Custom team registration forms
Team report display
Shareable URLs
QR code generator
The building block of your organization - sometimes called Chapters, Districts, Pods, Clubs, Patrols
Grant users administrative access over their specific team
Grant users oversight of specific teams
Enroll the right people into your team and customize their roles
Create roles that custom fit your team structure
Allow users to enroll in one or multiple teams and to have different roles for each team
Allow team leaders to oversee their members list, past attendance, roles, private notes & more
Allow teams to be discoverable by the public, only accessible to users, or hidden for searches
Help the public discover all of your teams
Track when members joined and left their teams
Allow team leaders to take private notes on their members
Team categorization visible to admin only
Team categorization visible to end users
Customize each team's time, weekday, name, location, visibility and more
Archive teams but retain their historical record
Let users and the public discover where teams are located visibly on google maps
Connect your teams to specific locations
Feature specific teams on the public page
Control if a registrant becomes a user or a contact
Create custom registration questions and a registration form for each team
View team-specific reports displayed inside the team leader administrative dashboard
Generate sharable URLs for people to find and register for the team
Generate QR codes for people to scan and register for the Team
Reports
Unlimited reports
Unlimited assigned reporters
Unlimited assigned report reviewers
Unlimited report moderators
Reports dashboard
Assigned reports
Reviewed reports
Moderated reports
Location admin accessible reports
Attendance reports
Attendance + private note reports
Reminder control
Regularly scheduled report collection
Attendance to metadata option
Trigger private notes
Attendance role filtering
Automated email notifications
Dynamic report assignees
Dynamic report assignment
Dynamic report delineation
Dynamic report reviewers
Unlimited report questions
Dynamic interactive report graphs
Dynamic interactive report charts
Automated attendance statistics & insights
Aggregated data display
Unlimited live report exporting
Unlimited CSV file downloads
Ad-hoc report submission
Disable reports
Edit profiles - attendance reports
Add new users - attendance reports
Roster updating - attendance report
Report chats & comments
Report history
File uploads
Create new reports to collect quantitative and qualitative data from specific people/users
Assign as many users as required to complete individual or aggregate reports
Assign as many users as required to review individual or aggregate reports
Assign as many users as required to edit, create, and moderate reports
Mark specific reports to display side-by-side in a Reports Dashboard
Assign users to complete automated reports
Assign users to review completed reports for members they oversee
Assign users to edit, create, and moderate reports
Optionally allow Location Admin the ability to view location specific aggregate report data
Generate attendance reports for Group or Team leaders
Generate reports that allow leaders to take detailed notes about each member
Control the number of reminders users receive to complete a report
Schedule reports to send out on the specific day of the week, month or year
Optionally roll the last attendance date into the Contacts Space
When someone is archived or marked present, trigger a private note
Filter the attendance list to only show certain Roles within a Group or Team
Send email notifications to remind users to complete their reports
Assign users to complete a report based on their role or previous involvement in the organization
Assign multiple users to complete one report for all users
Assign multiple users to complete one report each for each user
Assign users to review the completed reports of users they directly oversee
Create your specific quantitative or qualitative questions for any report
Your quantitative data automatically graphically displayed
All Quantitative and Qualitative Data accessible, summarized and visualized in a single table
Review all attendance data in an interactive report table
Aggregate all identical reports from across the organization into a single table and graph
Automatically export report data to other platforms with live updates
Download all data from the report into a CSV file
Create ad-hoc reports to send outside of scheduled reporting periods
Disable obsolete or discontinued reports
Allow Group or Team leaders to quickly edit their member profiles
Allow Group or Team leaders to add users directly to their rosters
Allow Group or Team Leaders to update their rosters directly within an attendance report
Allow Report Assignees and Reviewers to chat about their report directly in the report
Allow Assigned Reporters and Reviewers to access the report history
Allow document and file uploads within a report
Surveys
Unlimited surveys
Unlimited questions
Allow anonymous
Unlimited file uploads
Disable surveys
Shareable URLs
QR code generator
Unlimited CSV file downloads
Create 1-off Surveys and forms that any person (public or user) can complete
Create your specific quantitative or qualitative questions for any survey
Allow survey respondents to submit the survey anonymously
Allow document and file uploads from survey respondents
Disable obsolete or discontinued surveys
Generate sharable URLs for people to find and fill in the survey
Generate QR codes for people to scan and fill in the survey
Download all data from the survey into a CSV file
Workspaces
Unlimited workspaces
Workspace roles
Automated membership
Workspace permissions
Unlimited threads and comments
Unlimited message and file history
Priority messaging
Tagging users
Inclusive workspaces
Member visibility
Create organization-wide communication channels
Assign roles to users within a workspace to limit their actions for communication
Automatically enroll users into the right communication channels based on your filters and criteria
Control who can post, comment and tag within a workspace
Keep the conversation going with unlimited threads, posts, and comments
No time-out or limited access to message or post history
Allow Workspace administrators to trigger priority messages that email and notify users
Allow users to '@' members in posts
Allow users to securely loop non-assigned users into quick threads
Control whether all users within a workspace can be discovered
Task Management
Unlimited tasks
Unlimited subtasks
Assign users
Task statuses
Task timelines
Task communication
Task cross-posting
Aggregate task view
Task progress completion
Table view
Kanban view
Calendar view
Task templates
Live task export
Video chat within tasks*
CSV task download
Task sorting
Allow users to create and share tasks and projects with each other
Allow users to create Subtasks within a task for structured project management
Assign users to specific tasks to ensure they engage in the project
Identify the process and completion of tasks with Task Statuses
Optionally assign Start and End-Dates tasks
Send threaded messages and posts inside a task for optimized collaboration
Cross-post tasks between Workspaces
View all tasks you are assigned from across the organization in one table/view
View task progress completion as subtasks are marked complete
View all your assigned tasks in Table view
View all your assigned tasks in Kanban view
View all your assigned tasks in calendar view
Use templates for creating tasks and gathering task information
Export tasks to other platforms or to spreadsheets with live updates
Start video calls directly within tasks
Download the list of all tasks to a CSV
Sort and filter tasks that you are assigned
Courses
Unlimited courses
Unlimited modules within courses
Unlimited quizzes within courses
Unlimited module reflections
Unlimited course moderators
Customized module content
Course assessments by leaders
Course chats
Live course modules*
Sequenced courses
Sequenced modules
Course catalogue
Course tags
Course visibility control
Course types
Featured courses
Course reminders
Automatic course completion
Course programs
Ticketed courses
Enrolled permissions
Module completion rate
User completion rates
Disabled modules
Disabled courses
Course completion statuses
Course shareability
Unlimited course cloning
Provide as much customized training content in individuals Courses
Structure your training content into segmented modules
Quiz users during their Courses
Ask quantitative or qualitative questions to assess learning after a module
Assign as many users as required to edit, create, and moderate each course
Upload, embed, link and transcribe your content directly into Engage Spaces
Allow relationally connected leaders (different from the course moderator) to assess user learning
Create community within courses with an integrated chat
Allow enrolled course members to engage in Online Live Training
Sequence Courses together so that once one Course is completed, users will be enrolled into the second course
Sequence Modules so that users must complete modules is a specific order
Allow users to discover your Courses in a display of all Courses
Create course tags to differentiate and categorize courses for End Users
Allow Courses to be discoverable by the public, only accessible to users, or hidden for searches, and invite only
Identify if a course is Online, Hybrid, In Person, or Self-Directed
Feature specific Groups on the public page
Control the frequency which users are reminded to complete course content
Allow users once they finish a course to optionally automatically be marked completed
Connect multiple courses together into a single 'Program' so that enrolment and completion are tied together
Allow users to pay to register for Courses
Control user permissions for users enrolled in a Course
Review the success and completion rate of the Course by Module
Review the success and completion of each individuals Modules in a Course
Disable and control module accessibility within a Course
Disable and control Course Accessibility
Mark and identify users statuses within Courses
Quickly share courses with shareable URLs & QR Codes
Duplicate Courses to make course content recreation quick and easy
Resources
Unlimited resource uploads
Unlimited resource downloads
Resource authorship
Resource visibility control
Resource tags
Shareable URLs
QR code generator
Resource catalogue
Upload pdfs, embed links, and rich content into your resources
Allow users and the public to download resources
Give credit to certain authors for their creation of a resource document
Allow Resources to be discoverable by the public, only accessible to users, or hidden for searches
Tag resources for quick searches and filters for users
Generate sharable URLs for people to find and access Resources
Generate QR codes for people to scan and access Resources
Allow users to discover your Resources
Events
Unlimited events
Unlimited registrants
Unlimited event leaders
Location-defined events
Event chat
Event visibility control
Unlimited invite only events
Unlimited event tags
Event RSVP functions
Event shareability
Unlimited custom registration questions
Unlimited invitations
Automated bulk invitations
Post-event attendance
Ticketed events
Customizable chat permissions
Live event modules*
Live event registrant exporting
CSV event registrant download
Create unlimited number of Events, Tickets, and Event registrations
Allow anyone - your members, staff or people of the public - to register for events
Grant ownership of any event to anyone in your organization
Allow each location to host their own events
Directly communicate with all event registrants through the Event chat
Allow Events to be discoverable by the public, only accessible to users, or invite only
Control event enrolment with invite only events
Tag events for quick searches and administrative tracking
Allow event registrants to easily edit their RSVP Status and Registration Questions
Allow event registrants to share events with their friends with easy access to shareable URLS and QR Codes
Create any quantitative or qualitative event registration question
Manually or Automatically invite as many Users in your network
Automatically target certain users to invite them to an event
Take event attendance after an event to track all registered and invited members
Change registrants any dollar value to register for your events
Control who can post, comment and tag within an event chat
Allow registered event attendees to engage in Online Live Events
Automatically export registrant data to other platforms with live updates
Download the list of all event registrants to a CSV
Direct Messages
Unlimited direct messages
Unlimited group chats
Unlimited message and file history
Direct message user search
Upgrade to workspace
Video chat within messages
Add to group chat
Pinned threads
File sharing
Mute threads, comments and workspaces
Reacting
GIF support
Message search
Send unlimited number of messages to as many users as you would like through Direct Messages
Add unlimited number of users into a Direct Message group chat
No time-out or limited access to message history
Search to message all users within your location, or across the organization
When you realize a message thread should become a workspace, upgrade a direct message into a Workspace
Start video calls directly within a Direct Message
Quickly add new users to your Group Chat
Mark certain messages as Pinned for easy discovery in the future
Allow document and files to be shared within Messages
Control notifications for individual posts
Allow users to post emoji reacts for posts
Send GIFs to other users
Find Messages within Direct Messages
Tickets & Payments
Stripe payment processing integration
Secure payment processing
Optional ticket activation
Unlimited ticket prices
Customized seat limiting
Ticket descriptions
Unlimited promo/discount codes
Disable ticket options
Accounting IDs
Transaction records
Unlimited live transaction records export
Multi-select ticket options
User transaction records
Email receipts
Lowest transaction fees
Process all payments securely through Stripe
Payment processes through Stripe are classified as PCI level 1 DSS compliant
Choose to activate certain Events or Courses as a Ticketed Option
Offer unlimited Ticket options
Optionally limit the number of tickets available for a given ticket type
Provide ticket descriptions to help clarify the differences between ticket options
Offer fixed or percentage Promo/Discount Codes for purchasing tickets
Archive Tickets but retain their historical record
Stamp all transaction records in Stripe with an Accounting ID for Accounting Reconcilliation purposes
Keep a robust list of all transaction records for a given Event or Course
Automatically export transaction data to other platforms with live updates
Allow one user to purchase multiple tickets at one time
Users retain a list of all their transactions processed through Engage Spaces
Registrants are immediately sent email receipts for confirmation of purchase
$1 + 0.5% of transaction total, or price match your current transaction fee if lower guarantee
Notifications
In-app notifications
Push notifications
Email notifications
Browser notifications
User customizable notification settings
Admin-forced notifications
Read/unread notifications
Clear notifications
Mark all notifications read
Categorized notifications
Direct open notifications
Smart preview in notifications
Automatic reminder notifications
Muting notifications
Notifications from across the platform are discoverable in the Notification Space
Allow Notifications to send directly to your mobile device
Allow Notifications to send directly to your Email
Allow Notifications to pop-up in your Browser
Grant Users the ability to edit and customize their notification preferences
Force trigger notifications to ensure users receive a notification
Toggle between your current unread and all previous read notifications
Mark Notifications "Read" and clear them from your Notification screen
Mark all outstanding unread Notifications as "Read"
Filter and Sort Notifications by the Space the notification belongs to
Click on Notifications to open the message/ notice
Smart preview hyperlinks and all notification information in the Notification window
Receive automatic reminder notifications from Reports or Courses
Mute notifications to reduce your total received notifications
Registration
Organization registration page
Location-specific registration page
Share registration forms
Location registration page visibility
Pin to registration page
Registration page welcome message
Registration page welcome video
Registration page external link buttons
Event registrations
Course registrations
Team registrations
Group registrations
Resource accessibility
Display a public Registration Page for your members or the Public to discover and register for your Organization
Grant each location their own Registration Page so that they can display Location-Specific information, and registration opportunities
Allow the Public to quickly share Registration Pages and Forms with their friends
Customize which Location Pages are discoverable through the Location Search
Easily take a Group, Team, Event, or Course and pin it to the Main Organization or Location Registration Page for fast discovery
Generate custom welcome messages for the public or internal teams to access and review when registering
Provide the public with a quick glimpse view at your organization with the "who are we" video embed space
Allow the Public registration page to link to other external pages or platforms
Discover a Registration Page displaying all Events
Discover a Registration Page/ Catelogue displaying all Courses
Discover a Registration Page displaying all Teams
Discover a Registration Page displaying all Groups
Access Resources from the Public page
Form Builder
Unlimited questions
Over 20 question types
File upload
Duplicate questions
Reorder and edit questions
Disable questions
Form previews
Required questions
Automatic default questions
Allow any of your forms to ask unlimited number of questions
Choose from a large variety of the most common question types
Grant the ability for any form to accept File Submissions
Quickly create copies of the same question with question cloning
Customize the questions and question order after you've built your form
Save historic data gathered on questions but remove question accessibility from end-users
Quickly review your forms and how they will look and feel to the end user
Make any question required for end-users to complete
Never forget to gather information like Name, Email, or Phone Number with automatic default questions
Settings
Personalized accounts settings
Profile photos
Customizable account access
Customizable notification settings
Branding colours
Customizable date formatting
Toggleable feature displays
Open API access
Stripe integration
System tags control
Language localization
Custom domain name
Custom platform language
Custom platform language translation
Grant each user customizability over their own personal account settings
Give each user their own unique profile photo when operating on the platform
Edit Passwords, change emails and more with customizable account access
Grant each user the ability to customize their notification settings
Update the registration pages branding colours to reflect your Brand
Use your own date formatting across the platform following ISO 8601 Date Standards
Customize the discoverability of certain features from end-users
Receive a secure Open API key for accessing, exporting and importing your data
Update your financial accounts with Stripe directly from Engage Spaces
Control system-wide tags across the platform
The platform is fully translatable into other language. Current supported languages include: French, English, Spanish & Chinese
Select and customize your organizations Domain name
Edit terminology across the platform to match your organizations custom terms and nomenclature
Translate custom platform language/ terminology
Security
End-to-end encryption
SOC2, PCI-DSS Level 1 and ISO 27001 data storage
Data-at-rest encryption
Employee data-handling
Password salting & hashing
Routine platform audits
Proprietary security & server design
Multi-factor authentication
Microsoft, Google and Apple OAuth
OAuth locking
All communication uses end-to-end encryption with HTTPS and 256-bit SSL
All data is safely stored in Montreal in secure Amazon Web Service facilities - with all AWS Data Centers being certified with SOC2, PCI-DSS Level 1, and ISO 27001.
All data at rest is encrypted and secured in AWS Data Warehouses
All employees are trained how to handle customer data. No client data is stored or saved on personal or employee computers
All passwords are salted and hashed in a secure database making reverse engineering or brute force hacking impossible
We regularly audit our system for integrity and security purposes, including engaging outside experts for independent verification.
Our proprietary design makes our system secure against well-known attack vectors
Ensure secure account access using Google or Microsofts Authenticator Apps
Allow users to securely login through externally validated providers
Require all staff or individuals with certain emails domains to be required to login through OAuth authentication
Have a requirements document? We have an expansive list of features to compare against your nonprofit requirements. Book a call to discuss!
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