CINXE.COM

<!doctype html> <html lang="en-US"> <head> <script src="https://cmp.osano.com/AzyzptTmRlqVd2LRf/1bc68020-9bff-48b2-a29a-58db8dc770db/osano.js"></script> <link rel="stylesheet" href="https://cookie-consent.ieee.org/ieee-cookie-banner.css" type="text/css"/> <meta charset="UTF-8"> <meta name="viewport" content="width=device-width, initial-scale=1, user-scalable=no"> <link rel="profile" href="https://gmpg.org/xfn/11"> <link rel="shortcut icon" href="https://kb.ieee.org/vtools/wp-content/themes/ieee-dci/images/favicon.png"> <title>A Quick Tour of vTools Engage – IEEE vTools Knowledgebase</title> <meta name='robots' content='max-image-preview:large' /> <script type="text/javascript" id="wpp-js" src="https://kb.ieee.org/vtools/wp-content/plugins/wordpress-popular-posts/assets/js/wpp.min.js?ver=7.1.0" data-sampling="0" data-sampling-rate="100" data-api-url="https://kb.ieee.org/vtools/wp-json/wordpress-popular-posts" data-post-id="1693" data-token="bfefdff783" data-lang="0" data-debug="0"></script> <link rel='dns-prefetch' href='//fonts.googleapis.com' /> <link rel="alternate" type="application/rss+xml" title="IEEE vTools Knowledgebase » Feed" href="https://kb.ieee.org/vtools/feed/" /> <script type="text/javascript"> /* <![CDATA[ */ window._wpemojiSettings = {"baseUrl":"https:\/\/s.w.org\/images\/core\/emoji\/15.0.3\/72x72\/","ext":".png","svgUrl":"https:\/\/s.w.org\/images\/core\/emoji\/15.0.3\/svg\/","svgExt":".svg","source":{"concatemoji":"https:\/\/kb.ieee.org\/vtools\/wp-includes\/js\/wp-emoji-release.min.js?ver=6.6.2"}}; /*! This file is auto-generated */ !function(i,n){var o,s,e;function c(e){try{var t={supportTests:e,timestamp:(new Date).valueOf()};sessionStorage.setItem(o,JSON.stringify(t))}catch(e){}}function p(e,t,n){e.clearRect(0,0,e.canvas.width,e.canvas.height),e.fillText(t,0,0);var t=new Uint32Array(e.getImageData(0,0,e.canvas.width,e.canvas.height).data),r=(e.clearRect(0,0,e.canvas.width,e.canvas.height),e.fillText(n,0,0),new Uint32Array(e.getImageData(0,0,e.canvas.width,e.canvas.height).data));return t.every(function(e,t){return e===r[t]})}function u(e,t,n){switch(t){case"flag":return n(e,"\ud83c\udff3\ufe0f\u200d\u26a7\ufe0f","\ud83c\udff3\ufe0f\u200b\u26a7\ufe0f")?!1:!n(e,"\ud83c\uddfa\ud83c\uddf3","\ud83c\uddfa\u200b\ud83c\uddf3")&&!n(e,"\ud83c\udff4\udb40\udc67\udb40\udc62\udb40\udc65\udb40\udc6e\udb40\udc67\udb40\udc7f","\ud83c\udff4\u200b\udb40\udc67\u200b\udb40\udc62\u200b\udb40\udc65\u200b\udb40\udc6e\u200b\udb40\udc67\u200b\udb40\udc7f");case"emoji":return!n(e,"\ud83d\udc26\u200d\u2b1b","\ud83d\udc26\u200b\u2b1b")}return!1}function f(e,t,n){var r="undefined"!=typeof WorkerGlobalScope&&self instanceof WorkerGlobalScope?new OffscreenCanvas(300,150):i.createElement("canvas"),a=r.getContext("2d",{willReadFrequently:!0}),o=(a.textBaseline="top",a.font="600 32px Arial",{});return e.forEach(function(e){o[e]=t(a,e,n)}),o}function t(e){var t=i.createElement("script");t.src=e,t.defer=!0,i.head.appendChild(t)}"undefined"!=typeof Promise&&(o="wpEmojiSettingsSupports",s=["flag","emoji"],n.supports={everything:!0,everythingExceptFlag:!0},e=new Promise(function(e){i.addEventListener("DOMContentLoaded",e,{once:!0})}),new Promise(function(t){var n=function(){try{var e=JSON.parse(sessionStorage.getItem(o));if("object"==typeof e&&"number"==typeof e.timestamp&&(new Date).valueOf()<e.timestamp+604800&&"object"==typeof e.supportTests)return e.supportTests}catch(e){}return null}();if(!n){if("undefined"!=typeof Worker&&"undefined"!=typeof OffscreenCanvas&&"undefined"!=typeof URL&&URL.createObjectURL&&"undefined"!=typeof Blob)try{var e="postMessage("+f.toString()+"("+[JSON.stringify(s),u.toString(),p.toString()].join(",")+"));",r=new Blob([e],{type:"text/javascript"}),a=new Worker(URL.createObjectURL(r),{name:"wpTestEmojiSupports"});return void(a.onmessage=function(e){c(n=e.data),a.terminate(),t(n)})}catch(e){}c(n=f(s,u,p))}t(n)}).then(function(e){for(var t in e)n.supports[t]=e[t],n.supports.everything=n.supports.everything&&n.supports[t],"flag"!==t&&(n.supports.everythingExceptFlag=n.supports.everythingExceptFlag&&n.supports[t]);n.supports.everythingExceptFlag=n.supports.everythingExceptFlag&&!n.supports.flag,n.DOMReady=!1,n.readyCallback=function(){n.DOMReady=!0}}).then(function(){return e}).then(function(){var e;n.supports.everything||(n.readyCallback(),(e=n.source||{}).concatemoji?t(e.concatemoji):e.wpemoji&&e.twemoji&&(t(e.twemoji),t(e.wpemoji)))}))}((window,document),window._wpemojiSettings); /* ]]> */ </script> <style id='wp-emoji-styles-inline-css' type='text/css'> img.wp-smiley, img.emoji { display: inline !important; border: none !important; box-shadow: none !important; height: 1em !important; width: 1em !important; margin: 0 0.07em !important; vertical-align: -0.1em !important; background: none !important; padding: 0 !important; } </style> <style id='pdfemb-pdf-embedder-viewer-style-inline-css' type='text/css'> .wp-block-pdfemb-pdf-embedder-viewer{max-width:none} </style> <link rel='stylesheet' id='wordpress-popular-posts-css-css' href='https://kb.ieee.org/vtools/wp-content/plugins/wordpress-popular-posts/assets/css/wpp.css?ver=7.1.0' type='text/css' media='all' /> <link rel='stylesheet' id='google-fonts-css' href='https://fonts.googleapis.com/css?family=Open+Sans+Condensed%3A300%2C700%7COpen+Sans%3A400%2C700&ver=6.6.2' type='text/css' media='all' /> <link rel='stylesheet' id='bootstrap-css' href='https://kb.ieee.org/vtools/wp-content/themes/ieee-dci/css/libs/bootstrap.min.css?ver=6.6.2' type='text/css' media='all' /> <link rel='stylesheet' id='bootstrap-theme-css' href='https://kb.ieee.org/vtools/wp-content/themes/ieee-dci/css/libs/bootstrap-theme.min.css?ver=6.6.2' type='text/css' media='all' /> <link rel='stylesheet' id='fontawesome-css' href='https://kb.ieee.org/vtools/wp-content/themes/ieee-dci/css/libs/font-awesome.min.css?ver=6.6.2' type='text/css' media='all' /> <link rel='stylesheet' id='slick-css' href='https://kb.ieee.org/vtools/wp-content/themes/ieee-dci/css/libs/slick.css?ver=6.6.2' type='text/css' media='all' /> <link rel='stylesheet' id='style-css' href='https://kb.ieee.org/vtools/wp-content/themes/ieee-dci/style.css?ver=6.6.2' type='text/css' media='all' /> <link rel='stylesheet' id='styles-css' href='https://kb.ieee.org/vtools/wp-content/themes/ieee-dci/css/styles.css?ver=1.3' type='text/css' media='' /> <link rel='stylesheet' id='minerva-kb-font/css-css' href='https://fonts.googleapis.com/css?family=Roboto:400,600' type='text/css' media='all' /> <link rel='stylesheet' id='minerva-kb/css-css' href='https://kb.ieee.org/vtools/wp-content/plugins/minervakb/assets/css/dist/minerva-kb.css?ver=2.0.8' type='text/css' media='all' /> <style id='minerva-kb/css-inline-css' type='text/css'> .mkb-container {width: 1180px;}.mkb-content-main.mkb-content-main--has-sidebar {width: 66%;}.mkb-sidebar {width: 34%;}@media (min-width: 1025px) {.mkb-sidebar.mkb-fixed {position: fixed;top: 3em;}.mkb-sidebar.mkb-fixed-bottom {position: absolute;}}.kb-search__results-summary .kb-search-request-indicator,.mkb-widget .kb-search__results-summary .kb-search-request-indicator {color: #2ab77b;}.mkb-anchors-list__item-link.active:before {background: #00aae8;}.mkb-anchors-list__item-link.active .mkb-anchors-list__item-link-label {color: #fff;}.mkb-article-text .mkb-anchors-list,.mkb-single-content .mkb-anchors-list {width: 30%;}.mkb-article-text .mkb-anchors-list.mkb-anchors-list--hierarchical,.mkb-single-content .mkb-anchors-list.mkb-anchors-list--hierarchical {width: 40%;}.kb-topic__count,.mkb-article-item__topic {color: #ffffff;background: #4a90e2;}.mkb-content-main--search .mkb-article-item__topic { color: #ffffff; background: #4a90e2;}.kb-topic__inner {height: 100%;}.mkb-article-extra__like,.mkb-article-extra__like:focus,.mkb-article-extra__like:active,.mkb-article-extra__like:visited,.mkb-article-extra__like:hover,.mkb-article-item__likes i {color: #4BB651;}.mkb-article-extra__message {border-color: #eee;background: #f7f7f7;color: #888;}.mkb-article-extra__feedback-sent-message {border-color: #eee;background: #f7f7f7;color: #888;}.mkb-article-extra__feedback-form-submit a {background: #4a90e2;color: #ffffff;}.mkb-article-extra__like.mkb-voted,.mkb-article-extra__like.mkb-voted:focus,.mkb-article-extra__like.mkb-voted:active,.mkb-article-extra__like.mkb-voted:visited,.mkb-article-extra__like.mkb-voted:hover {background-color: #4BB651;border-color: #4BB651;color: #efefef;}.mkb-article-extra__dislike,.mkb-article-extra__dislike:focus,.mkb-article-extra__dislike:active,.mkb-article-extra__dislike:visited,.mkb-article-extra__dislike:hover,.mkb-article-item__dislikes i {color: #C85C5E;}.mkb-article-extra__dislike.mkb-voted,.mkb-article-extra__dislike.mkb-voted:focus,.mkb-article-extra__dislike.mkb-voted:active,.mkb-article-extra__dislike.mkb-voted:visited,.mkb-article-extra__dislike.mkb-voted:hover {background-color: #C85C5E;border-color: #C85C5E;color: #efefef;}.kb-search .kb-search__result-topic-name {color: #ffffff;background: #4a90e2;}.kb-topic .kb-topic__box-header,.kb-topic .kb-topic__title-link {color: #4a90e2;}.mkb-article-item--simple .mkb-entry-header { background: #f7f7f7; padding-top: 1em; padding-bottom: 1em; padding-left: 1em; padding-right: 1em;}.kb-header {background: #ffffff;}.kb-faq .kb-faq__questions .kb-faq__question-title {font-size: 1.5em;}.kb-faq__question-title {background: #4bb7e5;color: #ffffff;}.kb-faq__question-title:hover {background: #64bee5;}.kb-faq__answer {background: #ffffff;color: #333;}.kb-faq__no-results {background: #f7f7f7;color: #333;}.kb-faq__count {background: #4bb7e5;color: #ffffff;}.kb-faq .kb-faq__toggle-all .kb-faq__toggle-all-link {background: #4bb7e5;color: #ffffff;}.kb-faq .kb-faq__toggle-all .kb-faq__toggle-all-link:hover {background: #64bee5;}.kb-faq .kb-faq__category-title {margin-top: 1em;margin-bottom: 0.3em;}/* Shortcodes */.mkb-info {background: #d9edf7;color: #333333;border-color: #bce8f1;}.mkb-info__icon {color: #31708f;}.mkb-tip {background: #fcf8e3;color: #333333;border-color: #faebcc;}.mkb-tip__icon {color: #8a6d3b;}.mkb-warning {background: #f2dede;color: #333333;border-color: #ebccd1;}.mkb-warning__icon {color: #a94442;}.mkb-related-content {background: #e8f9f2;color: #333333;border-color: #2ab77b;}.mkb-related-content a {color: #007acc;}.kb-topic.kb-topic--box-view .kb-topic__inner {background: #ffffff;}.kb-topic.kb-topic--box-view .kb-topic__inner:hover {background: #f8f8f8;}.mkb-widget {background: #f7f7f7;color: #888;}.mkb-widget a,.elementor-widget-wp-widget-kb_table_of_contents_widget a,.elementor-widget-wp-widget-kb_account_widget a,.elementor-widget-wp-widget-kb_content_tree_widget a,.elementor-widget-wp-widget-kb_recent_topics_widget a,.elementor-widget-wp-widget-kb_recent_articles_widget a {color: #888;}.elementor-widget-wp-widget-kb_content_tree_widget i.fa,.elementor-widget-wp-widget-kb_recent_topics_widget i.fa,.elementor-widget-wp-widget-kb_recent_articles_widget i.fa,.elementor-widget-wp-widget-kb_content_tree_widget i.fas,.elementor-widget-wp-widget-kb_recent_topics_widget i.fas,.elementor-widget-wp-widget-kb_recent_articles_widget i.fas,.elementor-widget-wp-widget-kb_content_tree_widget i.far,.elementor-widget-wp-widget-kb_recent_topics_widget i.far,.elementor-widget-wp-widget-kb_recent_articles_widget i.far,.mkb-widget i.fa,.mkb-widget i.fas,.mkb-widget i.far {color: #888;}.mkb-widget .mkb-widget-title,.elementor-widget .mkb-widget-title {color: #333;}.mkb-widget .mkb-button,.elementor-widget .mkb-button { background: #29abe2; color: #ffffff;}.mkb-widget-content-tree__article--active .mkb-widget-content-tree__article-title:after {background: #32CD32;}.mkb-root,.kb-search,.kb-search input,.mkb-shortcode-container,#mkb-client-editor,.mkb-floating-helper-wrap,.wp-block[data-type^=minervakb] {font-family: 'Roboto';}.mkb-root .kb-search ::-webkit-input-placeholder { /* Chrome/Opera/Safari */font-family: 'Roboto';}.mkb-root .kb-search ::-moz-placeholder { /* Firefox 19+ */font-family: 'Roboto';}.mkb-root .kb-search :-ms-input-placeholder { /* IE 10+ */font-family: 'Roboto';}.mkb-root .kb-search :-moz-placeholder { /* Firefox 18- */font-family: 'Roboto';}.mkb-root .mkb-single-content .mkb-article-text,.mkb-root .mkb-related-articles,#mkb-client-editor {font-size: 1em;}.mkb-root .mkb-single-content .mkb-article-text {line-height: 1.7em;}@media (min-width: 481px) {.mkb-root h1 {font-size: 2em;}.mkb-root h2 {font-size: 1.8em;}.mkb-root h3 {font-size: 1.6em;}.mkb-root h4 {font-size: 1.4em;}.mkb-root h5 {font-size: 1.2em;}.mkb-root h6 {font-size: 1em;}}.mkb-widget {font-size: 1em;}.mkb-widget .mkb-widget-title {font-size: 1.3em;}.mkb-root .mkb-article-text,.mkb-root .mkb-article-header,.mkb-root .mkb-article-item__excerpt {color: #333;}.mkb-root .mkb-article-text a,.mkb-root .mkb-article-header a,.mkb-article-item--detailed .mkb-entry-title a {color: #007acc;}.mkb-root h1 {color: #333;}.mkb-root h2 {color: #333;}.mkb-root h3 {color: #333;}.mkb-root h4 {color: #333;}.mkb-root h5 {color: #333;}.mkb-root h6 {color: #333;}.mkb-breadcrumbs {font-size: 1em;text-align: left;background-color: rgba(255,255,255,0);color: #888;padding-top: 0em;padding-left: 0em;padding-right: 0em;padding-bottom: 0em;}.mkb-breadcrumbs li a {color: #888;}.mkb-single .mkb-root {padding-top: 3em;padding-bottom: 3em;}.mkb-archive .mkb-root {padding-top: 3em;padding-bottom: 3em;}.mkb-settings-home-page .mkb-root {padding-top: -100px;padding-bottom: 0em;}.mkb-search .mkb-root {padding-top: 0em;padding-bottom: 0em;}.mkb-ticket .mkb-root { padding-top: 3em; padding-bottom: 3em;}.mkb-create-ticket .mkb-root { padding-top: 3em; padding-bottom: 3em;}.mkb-support-account .mkb-root { padding-top: 3em; padding-bottom: 3em;}.mkb-search-match {background: rgba(255,255,255,0);color: #000;}.mkb-pagination ul li {background: #f7f7f7;color: #333;}.mkb-pagination ul li a {color: #007acc;}/** * Guest posts */.mkb-client-submission-send {background: #4a90e2;color: #ffffff;}/** * Versions */.mkb-article-version,.mkb-article-version:hover,.mkb-article-version:active,.mkb-article-version:focus,.mkb-article-version:visited.mkb-article-versions a,.mkb-article-versions a:hover,.mkb-article-versions a:active,.mkb-article-versions a:focus,.mkb-article-versions a:visited {background: #00a0d2;color: #fff;}/** * Floating Helper */.mkb-floating-helper-wrap { bottom: 2em;}.mkb-floating-helper-wrap.helper-position-btm_right { right: 2em;}.mkb-floating-helper-wrap.helper-position-btm_left { left: 2em;}.mkb-floating-helper-btn {background: #4a90e2;color: #ffffff;width: 78px;height: 78px; transform: scale(0.6) translateY(14.2857142857em) translateX(.5em) rotate(-90deg);}.helper-position-btm_left .mkb-floating-helper-btn { transform: scale(0.6) translateY(14.2857142857em) translateX(-.5em) rotate(90deg);}.mkb-floating-helper-btn .mkb-floating-helper-btn-icon {font-size: 38px;height: 38px;}.mkb-floating-helper-content {background: #4a90e2;color: #ffffff;width: 36em;}.mkb-floating-helper-content .kb-header .kb-search__results {max-height: 20em;}.mkb-floating-helper-content .kb-header .kb-search__form {max-height: calc(43px + 20em);}.mkb-glossary-term { background: rgba(0, 170, 232, 0.2); color: #000; border-bottom: 2px dotted #505050; }.mkb-root .mkb-article-text .mkb-glossary-term { color: #000;}.mkb-glossary-tooltip { width: 20rem;}.mkb-ticket-status.mkb-ticket-status--new { background: #fcd93c; color: #333;}.mkb-ticket-status.mkb-ticket-status--pending { background: #05a6ef; color: #fff;}.mkb-ticket-status.mkb-ticket-status--open { background: #f44a2c; color: #fff;}.mkb-ticket-status.mkb-ticket-status--on-hold { background: #037caf; color: #fff;}.mkb-ticket-status.mkb-ticket-status--closed { background: #888; color: #fff;}.mkb-create-ticket-form .mkb-button,.mkb-create-ticket-form input[type="submit"],.mkb-create-ticket-form input[type="submit"]:hover,.mkb-reply-to-ticket-form .mkb-button,.mkb-reply-to-ticket-form input[type="submit"],.mkb-reply-to-ticket-form input[type="submit"]:hover,.mkb-reopen-ticket-form .mkb-button,.mkb-reopen-ticket-form input[type="submit"],.mkb-reopen-ticket-form input[type="submit"]:hover,.mkb-provide-ticket-credentials-form .mkb-button,.mkb-provide-ticket-credentials-form input[type="submit"],.mkb-provide-ticket-credentials-form input[type="submit"]:hover,.mkb-create-support-account-form .mkb-button,.mkb-create-support-account-form input[type="submit"],.mkb-create-support-account-form input[type="submit"]:hover,.mkb-support-account-login-form .mkb-button,.mkb-support-account-login-form input[type="submit"],.mkb-support-account-login-form input[type="submit"]:hover { background: #29abe2; border: 2px solid #29abe2;}.mkb-create-ticket-form .mkb-button--secondary,.mkb-reply-to-ticket-form .mkb-button--secondary,.mkb-reopen-ticket-form .mkb-button--secondary,.mkb-provide-ticket-credentials-form .mkb-button--secondary,.mkb-create-support-account-form .mkb-button--secondary,.mkb-support-account-login-form .mkb-button--secondary { background: transparent; /* for priority */ color: #29abe2;}/** * Feature Requests */.mkb-feature-request__actions .mkb-vote-for-feature { color: #29abe2; background-color: #ffffff;}.mkb-feature-request__actions .mkb-vote-for-feature:hover:not(.state--pending),.mkb-feature-request__actions .mkb-vote-for-feature.state--voted { color: #ffffff; background-color: #29abe2; border-color: #29abe2;} </style> <link rel='stylesheet' id='minerva-kb/fa-css-css' href='https://kb.ieee.org/vtools/wp-content/plugins/minervakb/assets/css/vendor/font-awesome.css' type='text/css' media='all' /> <link rel='stylesheet' id='minerva-kb/fancybox-css-css' href='https://kb.ieee.org/vtools/wp-content/plugins/minervakb/assets/css/vendor/fancybox/jquery.fancybox-1.3.4.css' type='text/css' media='all' /> <link rel='stylesheet' id='microthemer-css' href='https://kb.ieee.org/vtools/wp-content/uploads/sites/2/micro-themes/active-styles.css?mts=3&ver=6.6.2' type='text/css' media='all' /> <script type="text/javascript" src="https://kb.ieee.org/vtools/wp-includes/js/jquery/jquery.min.js?ver=3.7.1" id="jquery-core-js"></script> <script type="text/javascript" src="https://kb.ieee.org/vtools/wp-includes/js/jquery/jquery-migrate.min.js?ver=3.4.1" id="jquery-migrate-js"></script> <script></script><link rel="https://api.w.org/" href="https://kb.ieee.org/vtools/wp-json/" /><link rel="alternate" title="JSON" type="application/json" href="https://kb.ieee.org/vtools/wp-json/wp/v2/kb/1693" /><link rel="EditURI" type="application/rsd+xml" title="RSD" href="https://kb.ieee.org/vtools/xmlrpc.php?rsd" /> <link rel="canonical" href="https://kb.ieee.org/vtools/blog/kb/a-quick-tour-of-vtools-engage/" /> <link rel='shortlink' href='https://kb.ieee.org/vtools/?p=1693' /> <link rel="alternate" title="oEmbed (JSON)" type="application/json+oembed" href="https://kb.ieee.org/vtools/wp-json/oembed/1.0/embed?url=https%3A%2F%2Fkb.ieee.org%2Fvtools%2Fblog%2Fkb%2Fa-quick-tour-of-vtools-engage%2F" /> <link rel="alternate" title="oEmbed (XML)" type="text/xml+oembed" href="https://kb.ieee.org/vtools/wp-json/oembed/1.0/embed?url=https%3A%2F%2Fkb.ieee.org%2Fvtools%2Fblog%2Fkb%2Fa-quick-tour-of-vtools-engage%2F&format=xml" /> <style id="wpp-loading-animation-styles">@-webkit-keyframes bgslide{from{background-position-x:0}to{background-position-x:-200%}}@keyframes bgslide{from{background-position-x:0}to{background-position-x:-200%}}.wpp-widget-block-placeholder,.wpp-shortcode-placeholder{margin:0 auto;width:60px;height:3px;background:#dd3737;background:linear-gradient(90deg,#dd3737 0%,#571313 10%,#dd3737 100%);background-size:200% auto;border-radius:3px;-webkit-animation:bgslide 1s infinite linear;animation:bgslide 1s infinite linear}</style> <style> header#header #main-nav #social-links-mobile a.ico-collabratec { background: url(https://kb.ieee.org/vtools/wp-content/themes/ieee-dci/images/ft-ct-blue-logo.png) no-repeat 0 0; } </style> <style> header#header { background-image: url(https://kb.ieee.org/vtools/wp-content/themes/ieee-dci/images/style-a/header-bkg-blue.png); background-repeat: repeat-x; background-position: 100% center; } footer#colophon { background-image: url(https://kb.ieee.org/vtools/wp-content/themes/ieee-dci/images/style-a/footer-bkg-white.png); background-repeat: no-repeat; background-position: 100% center; } </style> <meta name="generator" content="Powered by WPBakery Page Builder - drag and drop page builder for WordPress."/> <noscript><style> .wpb_animate_when_almost_visible { opacity: 1; }</style></noscript></head> <body class="kb-template-default single single-kb postid-1693 mtp-1693 mtp-kb-a-quick-tour-of-vtools-engage wpb-js-composer js-comp-ver-7.9 vc_responsive style-a mkb-desktop mkb-single mkb-version-2-0-8"> <div id="page" class="site"> <a class="skip-link screen-reader-text" href="#content">Skip to content</a> <header id="header" class="site-header" role="banner"> <div id="meta-nav" class="hidden-xs"> <div class="container"> <div class="row"> <div class="col-xs-12"> <ul id="meta"> <li><a href="https://www.ieee.org/" target="_blank">IEEE.org</a></li> <li><a href="http://ieeexplore.ieee.org/" target="_blank">IEEE <em>Xplore</em> Digital Library</a> <li><a href="http://standards.ieee.org/" target="_blank">IEEE Standards</a> <li><a href="http://spectrum.ieee.org/" target="_blank">IEEE Spectrum</a> <li><a href="https://www.ieee.org/sitemap.html" target="_blank">More Sites</a> </ul> </div> </div> </div> </div> <div class="container"> <div class="row" id="logo-search"> <div id="mobile-menu" class="col-sm-2 col-xs-2 visible-sm visible-xs"> <button><i class="fa fa-bars" aria-hidden="true"></i> <span>MENU</span></button> </div> <div class="col-lg-7 col-md-7 col-sm-8 col-xs-8" id="logo" role="logo"> <a href="https://kb.ieee.org/vtools" title="IEEE vTools Knowledgebase"> <h1>IEEE vTools Knowledgebase</h1> </a> </div> <div class="col-lg-5 col-md-5 col-sm-5 col-xs-12 text-right hidden-sm hidden-xs" id="search"> <div class="row search-block"> <div class="col-lg-8 col-md-8 col-sm-8 col-xs-12 search-form-block"> <form role="search" method="get" class="search-form" action="https://kb.ieee.org/vtools"> <div class="form-group"> <label for="search-form" class="screen-reader-text">Email address</label> <input type="search" id="search-form" class="search-field form-control" placeholder="Search IEEE vTools Knowledgebase" aria-describedby="search-help" value="" name="s" title="Search Terms" /> <small id="search-help" class="form-text screen-reader-text">What would you like to search for?</small> </div> <button type="submit" class="btn btn-default"> <i class="fa fa-search" aria-hidden="true" title="search"></i> </button> </form> <button id="toggle-search" class="hidden-sm hidden-xs"><i class="fa fa-search" aria-hidden="true"></i></button> </div> <div class="col-lg-4 col-md-4 col-sm-4 col-xs-12 logo-ieee-block"> <a href="https://www.ieee.org/" target="_blank" id="logo-ieee"><img src="https://kb.ieee.org/vtools/wp-content/themes/ieee-dci/images/logo-ieee.svg" alt="IEEE"></a> </div> </div> </div> <div id="mobile-search" class="col-sm-2 col-xs-2 visible-sm visible-xs text-right"> <button class="toggle-search"><span>SEARCH</span> <i class="fa fa-search" aria-hidden="true"></i></button> </div> </div> </div> <div id="main-nav" class="hidden-sm hidden-xs"> <div class="container"> <div class="row"> <div class="col-xs-12" role="navigation"> <button class="close-menu visible-sm visible-xs"><i class="fa fa-times" aria-hidden="true"></i></button> <ul id="nav" class="justify-content-center align-items-center"><li id="menu-item-986" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-home menu-item-986"><a href="https://kb.ieee.org/vtools/">Home</a></li> <li id="menu-item-1003" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-home menu-item-has-children menu-item-1003"><a href="https://kb.ieee.org/vtools/">vTools Tutorials</a> <ul class="sub-menu"> <li id="menu-item-994" class="menu-item menu-item-type-taxonomy menu-item-object-kbtopic current-kb-ancestor menu-item-994"><a href="https://kb.ieee.org/vtools/blog/kbtopic/vtools/">vTools</a></li> <li id="menu-item-997" class="menu-item menu-item-type-taxonomy menu-item-object-kbtopic menu-item-997"><a href="https://kb.ieee.org/vtools/blog/kbtopic/enotice/">eNotice</a></li> <li id="menu-item-995" class="menu-item menu-item-type-taxonomy menu-item-object-kbtopic menu-item-995"><a href="https://kb.ieee.org/vtools/blog/kbtopic/events/">Events</a></li> <li id="menu-item-998" class="menu-item menu-item-type-taxonomy menu-item-object-kbtopic menu-item-998"><a href="https://kb.ieee.org/vtools/blog/kbtopic/officer-reporting/">Officer Reporting</a></li> <li id="menu-item-1000" class="menu-item menu-item-type-taxonomy menu-item-object-kbtopic menu-item-1000"><a href="https://kb.ieee.org/vtools/blog/kbtopic/student-branch-reporting/">Student Branch Reporting</a></li> <li id="menu-item-996" class="menu-item menu-item-type-taxonomy menu-item-object-kbtopic menu-item-996"><a href="https://kb.ieee.org/vtools/blog/kbtopic/voting/">Voting</a></li> <li id="menu-item-999" class="menu-item menu-item-type-taxonomy menu-item-object-kbtopic menu-item-999"><a href="https://kb.ieee.org/vtools/blog/kbtopic/webinabox/">WebInABox</a></li> </ul> </li> <li id="menu-item-1004" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-has-children menu-item-1004"><a href="https://kb.ieee.org/vtools/blog/kbtopic/3rd-party/">Other Tutorials</a> <ul class="sub-menu"> <li id="menu-item-1002" class="menu-item menu-item-type-taxonomy menu-item-object-kbtopic menu-item-1002"><a href="https://kb.ieee.org/vtools/blog/kbtopic/doodle/">Doodle</a></li> <li id="menu-item-1001" class="menu-item menu-item-type-taxonomy menu-item-object-kbtopic menu-item-1001"><a href="https://kb.ieee.org/vtools/blog/kbtopic/webex/">WebEx</a></li> <li id="menu-item-1770" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-1770"><a href="https://kb.ieee.org/vtools/blog/kb/survey-sparrow/">SurveySparrow</a></li> </ul> </li> <li id="menu-item-985" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-985"><a href="https://kb.ieee.org/vtools/faq/">FAQ</a></li> <li id="menu-item-987" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-has-children menu-item-987"><a href="https://vtools.ieee.org/">vTools Applications</a> <ul class="sub-menu"> <li id="menu-item-1764" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-1764"><a target="_blank" rel="noopener" href="https://engage.vtools.ieee.org/">Engage</a></li> <li id="menu-item-989" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-989"><a target="_blank" rel="noopener" href="https://enotice.vtools.ieee.org">eNotice</a></li> <li id="menu-item-988" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-988"><a target="_blank" rel="noopener" href="https://events.vtools.ieee.org">Events</a></li> <li id="menu-item-1766" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-1766"><a target="_blank" rel="noopener" href="https://vtools.vtools.ieee.org/">Local Groups</a></li> <li id="menu-item-1765" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-1765"><a target="_blank" rel="noopener" href="https://nominations.vtools.ieee.org/home">Nominations</a></li> <li id="menu-item-990" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-990"><a target="_blank" rel="noopener" href="https://officers.vtools.ieee.org">Officer Reporting</a></li> <li id="menu-item-993" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-993"><a target="_blank" rel="noopener" href="https://sbr.vtools.ieee.org">Student Branch Reporting</a></li> <li id="menu-item-992" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-992"><a target="_blank" rel="noopener" href="https://voting.vtools.ieee.org">Voting</a></li> <li id="menu-item-991" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-991"><a target="_blank" rel="noopener" href="https://webinabox.vtools.ieee.org">WebInABox</a></li> </ul> </li> </ul> <a href="https://www.ieee.org/" target="_blank" class="ieee-logo visible-sm visible-xs"><img src="https://kb.ieee.org/vtools/wp-content/themes/ieee-dci/images/logo-ieee.svg"></a> <div id="social-links-mobile" class="visible-sm visible-xs"> <a class="ico-collabratec visible-sm visible-xs" href="https://ieee-collabratec.ieee.org/" target="_blank"></a> <a class="visible-sm visible-xs" href="https://twitter.com/IEEEorg" target="_blank"><i class="fa fa-twitter" aria-hidden="true"></i></a> <a class="visible-sm visible-xs" href="https://www.facebook.com/IEEE.org/" target="_blank"><i class="fa fa-facebook" aria-hidden="true"></i></a> <a class="visible-sm visible-xs" href="https://www.linkedin.com/company/ieee" target="_blank"><i class="fa fa-linkedin" aria-hidden="true"></i></a> <a class="visible-sm visible-xs" href="https://www.youtube.com/user/IEEEorg" target="_blank"><i class="fa fa-youtube" aria-hidden="true"></i></a> <a class="visible-sm visible-xs" href="https://www.instagram.com/ieeeorg/" target="_blank"><i class="fa fa-instagram" aria-hidden="true"></i></a> <a class="visible-sm visible-xs" href="https://plus.google.com/110847308612303935604" target="_blank"><i class="fa fa-google-plus" aria-hidden="true"></i></a> <a class="visible-sm visible-xs" href="https://www.addthis.com/bookmark.php" target="_blank"><i class="fa fa-share-alt" aria-hidden="true"></i></a> </div> </div> </div> </div> </div> </header> <div id="content" class="site-content"><div class="mkb-root mkb-clearfix mkb-container mkb-add-base-html"><div class="mkb-content-main mkb-content-main--article"><div id="mkb-article-1693"><div class="mkb-page-header"><h1 class="mkb-page-title">A Quick Tour of vTools Engage</h1></div><div class="kb-header" style="background-color: #ffffff;"> <div class="kb-search-pattern" style="background-image: url();opacity: 1;"></div> <div class="kb-search"> <form class="kb-search__form" action="https://kb.ieee.org/vtools" method="get" autocomplete="off" novalidate> <div class="kb-search__input-wrap mkb-search-theme__mini" style="border-color: #a0a0a0;background-color: #a0a0a0;width: 100%;"> <input type="hidden" name="source" value="kb" /> <input class="kb-search__input" name="s" placeholder="ex.: Installation" type="text" data-show-results-topic="1" data-topic-label="Topic" data-custom-topic-colors="" data-autofocus="0" /> <span class="kb-search__results-summary"> <i class="kb-search-request-indicator fa fa-circle-o-notch fa-spin fa-fw"></i> <span class="kb-summary-text-holder"></span> </span> <span class="kb-search__icon-holder"> <i class="kb-search__icon fa fa-search"></i> </span> <a href="#" class="kb-search__clear" title="Clear search"> <i class="kb-search__clear-icon fa fa-times-circle"></i> </a> <div class="kb-search__results kb-search__results--with-topics"></div> </div> <div class="kb-search__tip" style="color: #b7b7b7"> Tip: Use arrows to navigate results, ESC to focus search input </div> </form> </div> </div> <div class="mkb-breadcrumbs"> <div class="mkb-breadcrumbs__gradient"></div> <div class="mkb-breadcrumbs__pattern"></div> <span class="mkb-breadcrumbs__label"> You are here: </span> <ul class="mkb-breadcrumbs__list"> <li> <a href="https://kb.ieee.org/vtools/blog/kb/a-quick-tour-of-vtools-engage/"> KB Home </a> <i class="mkb-breadcrumbs-icon fa fa-caret-right"></i> </li> <li> <a href="https://kb.ieee.org/vtools/blog/kbtopic/vtools/"> vTools </a> <i class="mkb-breadcrumbs-icon fa fa-caret-right"></i> </li> <li> <a href="https://kb.ieee.org/vtools/blog/kbtopic/engage/"> Engage </a> <i class="mkb-breadcrumbs-icon fa fa-caret-right"></i> </li> <li> A Quick Tour of vTools Engage </li> </ul> </div> <div class="mkb-single-content"><div class="mkb-single-content__featured"></div><div class="mkb-single-content__text"> <div class="mkb-article-header"> <div class="mkb-article-header__estimate"> <i class="mkb-estimated-icon fa fa-clock-o"></i> <span>Estimated reading time:</span> <span>3 min</span> </div> <div class="mkb-article-header__print"> <a href="https://kb.ieee.org/vtools/blog/kb/a-quick-tour-of-vtools-engage/?target=print" onclick="window.open('https://kb.ieee.org/vtools/blog/kb/a-quick-tour-of-vtools-engage/?target=print','newwindow','width=1000,height=800');return false;" target="_blank"> <i class="mkb-article-print-icon fa fa-print"></i> </a> </div> <div class="mkb-clearfix"></div><script>jQuery && jQuery('body').addClass('mkb-toc-active')</script> <div class="mkb-anchors-list mkb-anchors-list--dynamic mkb-anchors-list--hierarchical"> <div class="mkb-anchors-list__title"> In this article </div> <ul class="mkb-anchors-list__container"> <li class="mkb-anchors-list__item"> <a href="#" class="mkb-anchors-list__item-link" data-index="0"> <span class="mkb-anchors-list__item-link-label"> 1. Sign in with your IEEE Account </span> </a> </li> <li class="mkb-anchors-list__item"> <a href="#" class="mkb-anchors-list__item-link" data-index="1"> <span class="mkb-anchors-list__item-link-label"> 2. Quick Actions/Home Page </span> </a> </li> <li class="mkb-anchors-list__item"> <a href="#" class="mkb-anchors-list__item-link" data-index="2"> <span class="mkb-anchors-list__item-link-label"> 3. ENGAGE Tab </span> </a> </li> <li class="mkb-anchors-list__item"> <a href="#" class="mkb-anchors-list__item-link" data-index="3"> <span class="mkb-anchors-list__item-link-label"> 4. RECRUIT Tab </span> </a> </li> <li class="mkb-anchors-list__item"> <a href="#" class="mkb-anchors-list__item-link" data-index="4"> <span class="mkb-anchors-list__item-link-label"> 5. RETAIN Tab </span> </a> </li> <li class="mkb-anchors-list__item"> <a href="#" class="mkb-anchors-list__item-link" data-index="5"> <span class="mkb-anchors-list__item-link-label"> 6. NETWORK Tab </span> </a> </li> <li class="mkb-anchors-list__item"> <a href="#" class="mkb-anchors-list__item-link" data-index="6"> <span class="mkb-anchors-list__item-link-label"> 7. MEMBERS Tab </span> </a> </li> <li class="mkb-anchors-list__item"> <a href="#" class="mkb-anchors-list__item-link" data-index="7"> <span class="mkb-anchors-list__item-link-label"> 8. HISTORY Tab </span> </a> </li> <li class="mkb-anchors-list__item"> <a href="#" class="mkb-anchors-list__item-link" data-index="8"> <span class="mkb-anchors-list__item-link-label"> 9. Viewing an Individual Member </span> </a> </li> </ul> </div> </div> <div class="mkb-article-text mkb-clearfix"><p>IEEE vTools Engage is an interactive relationship management solution (CRM) that captures data for IEEE members and non-members. It enables volunteers to engage, track, and retain members, convert non-members to members, and provide volunteers the information they need to offer the best programs possible.</p> <p>Currently, Engage is only available for use by IEEE Region and Section volunteers. Those who have access to Engage are: Region Directors, Section Chair, Vice Chair, Secretary, Treasurer, and Membership Development Chair. Upon logging in, Region directors will see their Region as well as all Sections under that Region. Section leaders will see only their respective Section(s).</p> <h2>Sign in with your IEEE Account</h2> <figure id="attachment_1694" aria-describedby="caption-attachment-1694" style="width: 370px" class="wp-caption aligncenter"><a href="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/Engage1.gif"><img fetchpriority="high" decoding="async" class="size-medium wp-image-1694" src="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/Engage1-370x186.gif" alt="" width="370" height="186" srcset="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/Engage1-370x186.gif 370w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/Engage1-1024x515.gif 1024w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/Engage1-768x386.gif 768w" sizes="(max-width: 370px) 100vw, 370px" /></a><figcaption id="caption-attachment-1694" class="wp-caption-text">Click to enlarge</figcaption></figure> <p>If you are a Region Director, you will need to click to select your Region or any one of the Sections available. Section leaders will automatically be brought to their respective Section.</p> <figure id="attachment_1987" aria-describedby="caption-attachment-1987" style="width: 370px" class="wp-caption aligncenter"><a href="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new2.jpg"><img decoding="async" class="size-medium wp-image-1987" src="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new2-370x216.jpg" alt="" width="370" height="216" srcset="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new2-370x216.jpg 370w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new2-1024x598.jpg 1024w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new2-768x449.jpg 768w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new2.jpg 1200w" sizes="(max-width: 370px) 100vw, 370px" /></a><figcaption id="caption-attachment-1987" class="wp-caption-text">Click to Enlarge</figcaption></figure> <p>Click the Region or Section to begin interacting with that Organizational Unit (OU). <strong>Note:</strong> once the OU is selected, you will interact with that OU for the entirety of your session in Engage.</p> <h2>Quick Actions/Home Page</h2> <p>This is the “home” page for Engage. Here, you will be able to take the following quick actions:</p> <ul> <li>Welcome ## New Members</li> <li>Remind ## to Renew</li> <li>Reach out to ## Members in Arrears</li> </ul> <p><strong>Note:</strong> If the count for any of these categories is ‘0’ (zero), then the quick action will not show.</p> <figure id="attachment_1988" aria-describedby="caption-attachment-1988" style="width: 370px" class="wp-caption aligncenter"><a href="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new1.jpg"><img decoding="async" class="wp-image-1988 size-medium" src="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new1-370x274.jpg" alt="" width="370" height="274" srcset="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new1-370x274.jpg 370w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new1-1024x759.jpg 1024w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new1-768x569.jpg 768w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new1.jpg 1202w" sizes="(max-width: 370px) 100vw, 370px" /></a><figcaption id="caption-attachment-1988" class="wp-caption-text">Click to Enlarge</figcaption></figure> <p>On this page, under “Recent Actions,” you will also be able to see a log of the last few actions that have been taken for your OU. You can click any one of these actions to see more detail.</p> <p>On the bottom of the screen, you will also see charts that correspond to the tabs at the top of the screen. Click on any one of these charts to go to the corresponding tab (e.g. Recruitment).</p> <figure id="attachment_1989" aria-describedby="caption-attachment-1989" style="width: 367px" class="wp-caption aligncenter"><a href="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new3.jpg"><img loading="lazy" decoding="async" class="wp-image-1989 size-medium" src="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new3-367x278.jpg" alt="" width="367" height="278" srcset="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new3-367x278.jpg 367w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new3-1024x776.jpg 1024w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new3-768x582.jpg 768w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new3.jpg 1208w" sizes="(max-width: 367px) 100vw, 367px" /></a><figcaption id="caption-attachment-1989" class="wp-caption-text">Click to Enlarge</figcaption></figure> <p>To navigate back to this Quick Actions page at any time during your session, simply click the <strong>ENGAGE</strong> banner at the top of the screen.</p> <h2>ENGAGE Tab</h2> <figure id="attachment_1990" aria-describedby="caption-attachment-1990" style="width: 370px" class="wp-caption aligncenter"><a href="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new4.jpg"><img loading="lazy" decoding="async" class="wp-image-1990 size-medium" src="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new4-370x174.jpg" alt="" width="370" height="174" srcset="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new4-370x174.jpg 370w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new4-1024x481.jpg 1024w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new4-768x361.jpg 768w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new4.jpg 1199w" sizes="(max-width: 370px) 100vw, 370px" /></a><figcaption id="caption-attachment-1990" class="wp-caption-text">Click to Enlarge</figcaption></figure> <p>This tab shows opportunities for engagement among IEEE members in your Region/Section. Here, you can <strong>view</strong> the list (eye icon), <strong>send an email</strong> to members in that list (@ icon), and <strong>download</strong> the list (down arrow icon).</p> <h2>RECRUIT Tab</h2> <figure id="attachment_1991" aria-describedby="caption-attachment-1991" style="width: 370px" class="wp-caption aligncenter"><a href="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new5.jpg"><img loading="lazy" decoding="async" class="wp-image-1991 size-medium" src="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new5-370x191.jpg" alt="" width="370" height="191" srcset="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new5-370x191.jpg 370w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new5-1024x530.jpg 1024w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new5-768x397.jpg 768w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new5.jpg 1199w" sizes="(max-width: 370px) 100vw, 370px" /></a><figcaption id="caption-attachment-1991" class="wp-caption-text">Click to Enlarge</figcaption></figure> <p>This tab shows opportunities for recruitment among non-IEEE members in your Region/Section. The same actions are available here, with one additional action: Upload Custom List. Click this button to upload a custom list of contacts you may have. The list will be stored directly on this tab.</p> <figure id="attachment_1700" aria-describedby="caption-attachment-1700" style="width: 370px" class="wp-caption aligncenter"><a href="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/Engage7.gif"><img loading="lazy" decoding="async" class="size-medium wp-image-1700" src="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/Engage7-370x193.gif" alt="" width="370" height="193" srcset="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/Engage7-370x193.gif 370w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/Engage7-768x401.gif 768w" sizes="(max-width: 370px) 100vw, 370px" /></a><figcaption id="caption-attachment-1700" class="wp-caption-text">Click to enlarge</figcaption></figure> <figure id="attachment_1701" aria-describedby="caption-attachment-1701" style="width: 370px" class="wp-caption aligncenter"><a href="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/Engage8.gif"><img loading="lazy" decoding="async" class="size-medium wp-image-1701" src="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/Engage8-370x202.gif" alt="" width="370" height="202" srcset="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/Engage8-370x202.gif 370w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/Engage8-768x419.gif 768w" sizes="(max-width: 370px) 100vw, 370px" /></a><figcaption id="caption-attachment-1701" class="wp-caption-text">Click to Enlarge</figcaption></figure> <p>You will also notice that two additional action icons have appeared on this custom list. You now have the option to either merge the lists, or delete the lists.</p> <figure id="attachment_1992" aria-describedby="caption-attachment-1992" style="width: 370px" class="wp-caption aligncenter"><a href="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new6.jpg"><img loading="lazy" decoding="async" class="size-medium wp-image-1992" src="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new6-370x185.jpg" alt="" width="370" height="185" srcset="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new6-370x185.jpg 370w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new6-1024x511.jpg 1024w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new6-768x383.jpg 768w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new6.jpg 1232w" sizes="(max-width: 370px) 100vw, 370px" /></a><figcaption id="caption-attachment-1992" class="wp-caption-text">Click to Enlarge</figcaption></figure> <p>In this example, since there is only one custom list on this tab, the option to merge is greyed out. If there were multiple custom lists, the option would be available.</p> <h2>RETAIN Tab</h2> <figure id="attachment_1994" aria-describedby="caption-attachment-1994" style="width: 370px" class="wp-caption aligncenter"><a href="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new7.jpg"><img loading="lazy" decoding="async" class="wp-image-1994 size-medium" src="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new7-370x180.jpg" alt="" width="370" height="180" srcset="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new7-370x180.jpg 370w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new7-1024x497.jpg 1024w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new7-768x373.jpg 768w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new7.jpg 1199w" sizes="(max-width: 370px) 100vw, 370px" /></a><figcaption id="caption-attachment-1994" class="wp-caption-text">Click to Enlarge</figcaption></figure> <p>This tab shows opportunities for retention among IEEE members in your Region/Section. The same actions are available here (view, email, download).</p> <h2>NETWORK Tab</h2> <figure id="attachment_1995" aria-describedby="caption-attachment-1995" style="width: 370px" class="wp-caption aligncenter"><a href="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new8.jpg"><img loading="lazy" decoding="async" class="size-medium wp-image-1995" src="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new8-370x161.jpg" alt="" width="370" height="161" srcset="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new8-370x161.jpg 370w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new8-1024x445.jpg 1024w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new8-768x334.jpg 768w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new8.jpg 1201w" sizes="(max-width: 370px) 100vw, 370px" /></a><figcaption id="caption-attachment-1995" class="wp-caption-text">Click to Enlarge</figcaption></figure> <p>This tab allows you to upload a single contact, or a list of contacts, similar to the RECRUIT Tab.</p> <p>If adding a single contact, click the “Add Network Contact” button. The pop-up form will look like this:</p> <figure id="attachment_1706" aria-describedby="caption-attachment-1706" style="width: 370px" class="wp-caption aligncenter"><a href="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/Engage13.gif"><img loading="lazy" decoding="async" class="size-medium wp-image-1706" src="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/Engage13-370x167.gif" alt="" width="370" height="167" srcset="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/Engage13-370x167.gif 370w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/Engage13-768x346.gif 768w" sizes="(max-width: 370px) 100vw, 370px" /></a><figcaption id="caption-attachment-1706" class="wp-caption-text">Click to Enlarge</figcaption></figure> <p>You can add contacts to an existing group, or create a new group.</p> <p>To add a list of contacts, the process is the same as on the RECRUIT tab. Click the “Upload Custom List” button to upload a list. These groups/lists are stored directly in Engage, where the same actions are available as with other tabs (view, email, download, merge, and delete).</p> <h2>MEMBERS Tab</h2> <figure id="attachment_1996" aria-describedby="caption-attachment-1996" style="width: 370px" class="wp-caption aligncenter"><a href="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new9.jpg"><img loading="lazy" decoding="async" class="wp-image-1996 size-medium" src="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new9-370x246.jpg" alt="" width="370" height="246" srcset="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new9-370x246.jpg 370w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new9-1024x680.jpg 1024w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new9-768x510.jpg 768w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new9.jpg 1197w" sizes="(max-width: 370px) 100vw, 370px" /></a><figcaption id="caption-attachment-1996" class="wp-caption-text">Click to Enlarge</figcaption></figure> <p>This tab shows a breakdown of the different member grades within your Region/Section. The same actions are available here (view, email, download). These counts should be reflective of what is shown in <a href="https://tblanalytics.ieee.org/#/site/IEEE/views/LandingPage_0/LandingPage?:iid=1&:usingOldHashUrl=true" target="_blank" rel="noopener">OU Analytics</a>.</p> <h2>HISTORY Tab</h2> <figure id="attachment_1997" aria-describedby="caption-attachment-1997" style="width: 370px" class="wp-caption aligncenter"><a href="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new10.jpg"><img loading="lazy" decoding="async" class="wp-image-1997 size-medium" src="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new10-370x184.jpg" alt="" width="370" height="184" srcset="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new10-370x184.jpg 370w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new10-1024x509.jpg 1024w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new10-768x382.jpg 768w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new10.jpg 1196w" sizes="(max-width: 370px) 100vw, 370px" /></a><figcaption id="caption-attachment-1997" class="wp-caption-text">Click to Enlarge</figcaption></figure> <p>This tab shows a log/history of all the actions that have been taken, either by you, or another volunteer in your Region/Section. If the Action Type is “Email,” you can click the hyperlink to see the details of that email.</p> <h2>Viewing an Individual Member</h2> <p>If you wish you view the details of an individual member, click the eye icon next to that person’s name. You will be brought to this screen:</p> <figure id="attachment_1998" aria-describedby="caption-attachment-1998" style="width: 370px" class="wp-caption aligncenter"><a href="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new11.jpg"><img loading="lazy" decoding="async" class="wp-image-1998 size-medium" src="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new11-370x259.jpg" alt="" width="370" height="259" srcset="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new11-370x259.jpg 370w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new11-1024x718.jpg 1024w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new11-768x539.jpg 768w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/engage_new11.jpg 1038w" sizes="(max-width: 370px) 100vw, 370px" /></a><figcaption id="caption-attachment-1998" class="wp-caption-text">Click to Enlarge</figcaption></figure> <p>Here, you will be able to see which OUs this person is associated with, what Engage groups they may be a part of, whether they have any volunteering experience, what Societies and Technical Communities they may belong to, and what events they may have attended.</p> <p>On this screen, you can also log an interaction with this member. Click the “+” next to “Interactions &Notes.” Complete the form with the interaction you may have had with this member and click “Save.” This will record the action and store it in Engage for this member.</p> <figure id="attachment_1709" aria-describedby="caption-attachment-1709" style="width: 370px" class="wp-caption aligncenter"><a href="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/Engage16.gif"><img loading="lazy" decoding="async" class="size-medium wp-image-1709" src="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/Engage16-370x209.gif" alt="" width="370" height="209" srcset="https://kb.ieee.org/vtools/wp-content/uploads/sites/2/Engage16-370x209.gif 370w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/Engage16-1024x578.gif 1024w, https://kb.ieee.org/vtools/wp-content/uploads/sites/2/Engage16-768x434.gif 768w" sizes="(max-width: 370px) 100vw, 370px" /></a><figcaption id="caption-attachment-1709" class="wp-caption-text">Click to enlarge</figcaption></figure> <p> </p> <p><strong>Please note:</strong> vTools Engage is a brand new IEEE application. We are working on enhancements for future versions of the tool, but if you have any specific comments, questions, or suggestions, feel free to use the “Contact” tab to send a note to MGA-IM staff.</p> </div> <div class="mkb-article-extra"> <div class="mkb-article-extra__hidden"> <span class="mkb-article-extra__tracking-data" data-article-id="1693" data-article-title="A Quick Tour of vTools Engage"></span> </div> <div class="mkb-article-extra__actions"> <div class="mkb-article-extra__rating fn-article-rating"> <div class="mkb-article-extra__rating-likes-block fn-rating-likes-block"> <div class="mkb-article-extra__rating-title">Was this article helpful?</div> <a href="#" class="mkb-article-extra__like" data-article-id="1693" data-article-title="A Quick Tour of vTools Engage" title="Like"> <i class="mkb-like-icon fa fa-smile-o"></i> Like <span class="mkb-article-extra__stats-likes"> 5 </span> </a> <a href="#" class="mkb-article-extra__dislike" data-article-id="1693" data-article-title="A Quick Tour of vTools Engage" title="Dislike"> <i class="mkb-dislike-icon fa fa-frown-o"></i> Dislike <span class="mkb-article-extra__stats-dislikes"> 0 </span> </a> </div> </div> </div> <div class="mkb-article-extra__stats"> <div class="mkb-article-extra__stats-pageviews"> <span>Views:</span> <span>1022</span> </div> </div> </div> </div></div> <div class="mkb-article-extra__navigation-wrap"> <h3>Continue reading</h3> <div class="mkb-article-extra__navigation"> <div class="mkb-article-extra__navigation-item mkb-article-extra__previous-article"></div> <div class="mkb-article-extra__navigation-item mkb-article-extra__next-article">Next: <a href="https://kb.ieee.org/vtools/blog/kb/engagement-scores/">Engagement Scores</a> <i class="fa fa-angle-double-right"></i></div> </div> </div> </div></div></div> </div> <footer id="colophon" class="site-footer"> <div class="container"> <div class="row"> <div class="col-lg-12 col-md-12 col-md-12 col-sm-12 col-xs-12"> <ul id="menu-footer-navigation" class="menu"> <li><a href="https://kb.ieee.org/vtools">Home</a></li> <li><a target="_blank" href="http://www.ieee.org/sitemap.html">Sitemap</a></li> <li><a target="_blank" href="https://www.ieee.org/accessibility-statement.html">Accessibility</a></li> <li><a target="_blank" href="https://www.ieee.org/about/corporate/governance/p9-26.html">Nondiscrimination Policy</a></li> <li><a href="http://www.ieee-ethics-reporting.org">IEEE Ethics Reporting</a></li> <li><a href="http://www.ieee.org/site_terms_conditions.html">Terms and Conditions</a></li> <li><a target="_blank" href="https://www.ieee.org/security_privacy.html">IEEE Privacy Policy</a></li> </ul> </div> </div> <div class="row"> <div class="col-lg-8 col-md-7 col-sm-12 col-xs-12"> <p>© Copyright 2024 IEEE – All rights reserved. Use of this website signifies your agreement to the IEEE Terms and Conditions.<br />A not-for-profit organization, IEEE is the world’s largest technical professional organization dedicated to advancing technology for the benefit of humanity.</p> </div> <div id="social-links" class="col-lg-4 col-md-5 col-sm-12 col-xs-12 text-center"> <a class="ico-collabratec" href="https://ieee-collabratec.ieee.org/" target="_blank"></a> <a href="https://twitter.com/IEEEorg" target="_blank"><i class="fa fa-twitter" aria-hidden="true"></i></a> <a href="https://www.facebook.com/IEEE.org/" target="_blank"><i class="fa fa-facebook" aria-hidden="true"></i></a> <a href="https://www.linkedin.com/company/ieee" target="_blank"><i class="fa fa-linkedin" aria-hidden="true"></i></a> <a href="https://www.youtube.com/user/IEEEorg" target="_blank"><i class="fa fa-youtube" aria-hidden="true"></i></a> <a href="https://www.instagram.com/ieeeorg/" target="_blank"><i class="fa fa-instagram" aria-hidden="true"></i></a> <a href="https://www.addthis.com/bookmark.php" target="_blank"><i class="fa fa-share-alt" aria-hidden="true"></i></a> </div> </div> </div> </footer> <span id="top-link-block" class="hidden"> <a href="#top" class="well well-sm" onclick="$('html,body').animate({scrollTop:0},'slow');return false;"> <i class="glyphicon glyphicon-chevron-up"></i> Back to Top </a> </span> </div> <script type="text/javascript" src="https://kb.ieee.org/vtools/wp-content/themes/ieee-dci/js/libs/bootstrap.min.js?ver=6.6.2" id="bootstrap-js"></script> <script type="text/javascript" src="https://kb.ieee.org/vtools/wp-content/themes/ieee-dci/js/libs/slick.min.js?ver=6.6.2" id="slick-js"></script> <script type="text/javascript" src="https://kb.ieee.org/vtools/wp-content/themes/ieee-dci/js/scripts.js?ver=1" id="scripts-js"></script> <script type="text/javascript" src="https://kb.ieee.org/vtools/wp-content/themes/ieee-dci/js/libs/retina.min.js?ver=6.6.2" id="retina-js"></script> <script type="text/javascript" src="https://kb.ieee.org/vtools/wp-content/plugins/minervakb/assets/js/vendor/fancybox/jquery.easing-1.3.pack.js" id="minerva-kb/fancybox-easing-js-js"></script> <script type="text/javascript" src="https://kb.ieee.org/vtools/wp-content/plugins/minervakb/assets/js/vendor/fancybox/jquery.fancybox-1.3.4.js?ver=1.3.4.1" id="minerva-kb/fancybox-js-js"></script> <script type="text/javascript" id="minerva-kb/common-ui-js-js-extra"> /* <![CDATA[ */ var MinervaKB = {"ajaxUrl":"https:\/\/kb.ieee.org\/vtools\/wp-admin\/admin-ajax.php","siteUrl":"https:\/\/kb.ieee.org\/vtools","platform":"desktop","info":{"isPost":false,"isPage":false,"isSingle":true,"isTicket":false,"isSupportClient":false,"isTicketAuthorView":false,"userCanAttachFiles":false,"isRTL":false,"postId":1693},"nonce":{"nonce":"2a776894fb","nonceKey":"minerva_kb_ajax_nonce"},"settings":{"show_like_message":false,"show_dislike_message":false,"enable_feedback":false,"single_template":"plugin","feedback_mode":"dislike","feedback_email_on":false,"track_search_with_results":false,"ga_good_search_category":"Knowledge Base","ga_good_search_action":"Search success","ga_good_search_value":"","track_search_without_results":false,"ga_bad_search_category":"Knowledge Base","ga_bad_search_action":"Search fail","ga_bad_search_value":"","track_article_likes":false,"ga_like_category":"Knowledge Base","ga_like_action":"Article like","ga_like_label":"article_id","ga_like_value":"","track_article_dislikes":false,"ga_dislike_category":"Knowledge Base","ga_dislike_action":"Article dislike","ga_dislike_label":"article_id","ga_dislike_value":"","track_article_feedback":false,"ga_feedback_category":"Knowledge Base","ga_feedback_action":"Article feedback","ga_feedback_label":"article_id","ga_feedback_value":"","search_delay":"1000","live_search_show_excerpt":false,"active_search_groups":["kb"],"live_search_use_post":false,"show_back_to_top":true,"scrollspy_switch":false,"toc_in_content_disable":false,"global_scroll_offset":{"unit":"px","size":"30"},"article_fancybox":true,"article_sidebar":"none","article_sidebar_sticky":true,"article_sidebar_sticky_top":{"unit":"em","size":"3"},"article_sidebar_sticky_min_width":{"unit":"px","size":"1025"},"back_to_top_position":"inline","back_to_top_text":"To top","show_back_to_top_icon":true,"back_to_top_icon":"fa-long-arrow-up","back_to_site_top":false,"toc_scroll_offset":{"unit":"px","size":"0"},"search_mode":"nonblocking","search_needle_length":"3","search_request_fe_cache":true,"live_search_disable_mobile":false,"live_search_disable_tablet":false,"live_search_disable_desktop":false,"live_search_prevent_submit":false,"faq_filter_open_single":false,"faq_slow_animation":false,"faq_toggle_mode":false,"faq_enable_pages":true,"content_tree_widget_open_active_branch":true,"toc_url_update":false,"faq_url_update":false,"faq_scroll_offset":{"unit":"px","size":"0"},"toc_headings_exclude":"","antispam_failed_message":"Wrong security question answer, try again.","submit_success_message":"Your content has been submitted, thank you!","submit_content_editor_skin":"snow","fh_show_delay":"3000","fh_display_mode":"auto","glossary_mobile_mode":"popup","glossary_loader_icon":"fa-circle-o-notch","glossary_enable_pages":false,"glossary_scroll_offset":{"unit":"px","size":"0"},"glossary_highlight_limit":"0","glossary_highlight_post_types":[""],"glossary_highlight_exclude_ids":[""],"tickets_create_use_standalone_upload_button":true},"i18n":{"no-results":"No results","results":"results","result":"result","questions":"questions","question":"question","search_group_kb":"Knowledge Base","search_group_kb_topics":"Topics","search_group_faq":"FAQ","search_group_glossary":"Glossary","like_message_text":"<i class=\"fa fa-smile-o\"><\/i> Great!<br \/><strong>Thank you<\/strong> for your vote!","dislike_message_text":"Thank you for your vote!","feedback_label":"You can leave feedback:","feedback_email_label":"Your email (optional):","feedback_submit_label":"Send feedback","feedback_submit_request_label":"Sending...","feedback_info_text":"We will use your feedback to improve this article","feedback_sent_text":"Thank you for your feedback, we will do our best to fix this soon","submission_empty_title":"Title must not be empty","submission_empty_content":"Content must not be empty","form_error_general_text":"Some error has happened","ticket_create_error_empty_message_text":"Ticket message must not be empty","ticket_create_success_message_heading_text":"Your ticket has been created successfully!","ticket_create_success_email_sent_text":"Email has been sent to your email address.","ticket_create_success_email_not_sent_text":"Email has not been sent due to errors.","ticket_create_success_link_message_text":"Please, copy the link below to be able to access your ticket later.<br>\n<strong style=\"color:red\">DO NOT share this link online!<\/strong> \nAnyone with the link will be able to view, reply and manage this ticket.","ticket_credentials_saved_text":"Your credentials have been saved.","ticket_credentials_deleted_text":"Your credentials have been deleted.","ticket_credentials_error_empty_text":"Credentials must not be empty.","ticket_reply_error_empty_text":"Reply must not be empty.","ticket_reply_field_placeholder_text":"Write your reply here...","ticket_reply_success_message_text":"Your reply was saved, reloading page.","ticket_reply_error_files_not_added_text":"Some file(s) were not attached due to errors.","ticket_reopen_success_message_text":"Ticket has been reopened, reloading","recaptcha_user_message":"You must pass ReCaptcha to proceed","feature_request_submit_success_message":"Thank you, your feature request was submitted and will be published after moderation"},"glossary":[]}; /* ]]> */ </script> <script type="text/javascript" src="https://kb.ieee.org/vtools/wp-content/plugins/minervakb/assets/js/minerva-kb-common-ui.js?ver=2.0.8" id="minerva-kb/common-ui-js-js"></script> <script type="text/javascript" src="https://kb.ieee.org/vtools/wp-content/plugins/minervakb/assets/js/minerva-kb.js?ver=2.0.8" id="minerva-kb/js-js"></script> <script></script></body> </html>