Congratulations! You’ve created an engagement and you’re ready to send it out to your participants or manage it more generally. When your engagement is live you will be able to find all the tools you need to manage it in the “Grapes” menu (it looks like three vertical dots on the righthand side of the engagement card).

Manage Tools

Results - Access the Results Dashboard of your engagement to dig into advanced analysis features, share results, moderate (Exchanges only) thoughts and more

Edit - Make changes to the content of your Exchange or survey

• Click here to learn about creating an Exchange
• Click here to learn about creating a survey

View - Engagements are only editable when they are in draft, active, or scheduled states. You can view the details of your completed/closed engagements using this tool

Present (Exchanges only) - Run an Exchange live with a group of participants using graphics that update in realtime and interactive discussion features. Click here to learn how it works

Slides (Exchanges only) - View and download a customizable slideshow summarizing the results of your Exchange

Invite - Get the shareable link or code that you will send to participants to grant them access to the engagement. Click here to view example invitation email text

Duplicate - Copy the engagement to create a new (editable) draft engagement (this is great for topics you’ll run engagements on more than once ex. 360 reviews, check-ins, etc.)

Move - This tool is available when the account has more than one Room. Move an engagement between Rooms. Note: the leader of the engagement must exist in both Rooms

Archive - Moving the engagement out of Draft, Active, Scheduled, or Complete and into the Archived view automatically makes the engagement inaccessible by participants. Leaders can access the Results of archived engagements

Change Leaders - Change the Leader role for the engagement over to another person in your organization (useful if you are going to be away on vacation or if someone else will be taking over the management of the engagement)

Delete - Permanently delete your engagement; once taken, this action cannot be undone

Close - Manually close your engagement if you have not set a deadline

Re-open - Open a closed engagement

Preview - Enter the participant view in a mode that does not save your activity. Click here to learn more

Participate - Enter the Participant view to participate in your own engagement