How to configure the new Engagefully 365 Home Screen and Menu

When you’re done making updates, scroll up and click ‘Save’ to apply the changes. 

Note: To ensure a uniform and aesthetically pleasing display, please make sure that event logos have a 2:1 aspect ratio.

Creating Promotions  

From the organizational level, refer to the new ‘Promotions’ tab, and then click ‘Add New Promotion’ to get started with promotions. 

Update the ‘Name’ field. Provide a Home Page Image and Detail Page image. Proceed to updating the ‘Description’ with the basic text editor.  

If the goal is having the promotion redirect members to a specific page, then enter the destination URL in the 'Action URL' field.  The ‘Action Label’ field is where the call to action for the link lives. 

For organizations with an active engagement connector, ‘Gateway’ and ‘Gateway Destination URL’ can be updated to link out to member exclusive content that would normally prompt visitors to log in. 

For promotions that are time-sensitive, admins can set a start date and end date to automate the visibility of the promotions to members. This functionality also takes time zones into consideration, making coordination a little easier. 

Managing Shortcuts 

The first 2 items in the menu structure will show up as example shortcuts by default. Shortcuts are managed within the mobile app and the data for this is stored locally on your mobile device.

To add a shortcut, select the plus (+) symbol in the dotted box under ‘My Shortcuts’. Tap and hold a finger on a menu item for the option to create a Shortcut. 

Shortcuts can also be removed at your convenience by tapping an existing shortcut and holding until the option to remove your shortcut presents. Selecting ‘Remove’ will delete the shortcut. 

Updating the Menu Structure 

To update the menu structure, return to the Backoffice and tap ‘Manage Menu’ from the organization level. 

The platform supports drag and drop functionality so admins can customize the order and groups where menu items live with just a few clicks. 

Additionally, the latest release introduces a color-coding option to the menu structure, providing an opportunity to enhance the user experiences while making different menu items distinguishable. Once the updates are made, remember to click ‘Save’ to apply the changes. Examples of how the menu appears in list and tile view are shown below: