The Engage Builder lets you design and edit Engagements using a simple visual layout. You can build your Engagements by dragging and dropping “cards” into a flowchart. Each card represents a different step in the participant’s experience, such as messages, questions, or logic-based rules.
Follow this guide to help you start using the Engage Builder with confidence:
Message/Question Display Rules Tab
To begin creating your Advanced Engagement, click on the "Create" icon in your Room:
Select the Advanced Engagement option to access your Engage Builder:
Add Cards to the Flowchart
Cards are the building blocks of your Engagement. Each card represents a message, question, or logic rule.
- On the left side, you'll see a palette of available cards.
- Drag and drop cards from the palette into the flowchart.
Edit Cards in the Right Panel
Click on any card in the flowchart to open its editing panel on the right side of the screen.
Tip: Start with a Topic card
- A Topic card acts like a folder. You must add a Topic card first before you can add other cards under it.
Tip 2: Use Templates to Save Time
Templates let you reuse Engagement setups for future use.
- Global templates are available for common use cases and can be accessed in your room-level library.
- Leaders with Builder permissions can save their own Engagements as room-level templates, available to all Builders in that room.
Variables
Variables are placeholders that represent participant-specific or system-provided information. They help make the experience more personalized.
Example: {SchoolName} will show the participant’s selected school name.
You can insert variables into messages, questions, or even AI prompts. The Variable value is set based on:
- Attributes (set by leaders in the Start card details section)
- Question answers
- AI outputs (e.g., an engagement contains a quantitative question: “What is your school?” (offering a drop-down fixed set of answer options). When a participant selects their answer, the
{SchoolName}variable will now have that answer as a text value which can be used as the output on message cards, question text or, most importantly, in an AI prompt)
Attributes
Attributes are special variables created by the Engagement leader that give context to the experience (for participants and for AI).
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You can set Attributes in the Start card’s Details tab.
Example:
{LeaderName}lets you add the leader’s name throughout the engagement.
Data Integration (Optional)
If you have a contact list with participant info, you can upload it to:
- Send targeted invites
- Identify participants
- Save participants from having to answer quantitative questions. For example:
{SchoolName}could come from a Contact List import and would be populated with a value when the particular participant participates, without asking participants to answer the question again.
There are several tabs on the right panel to familiarize yourself with as you work on your engagement in the builder:
Edit Tab
- The Edit tab allows you to use the What You See Is What You Get (WYSIWYG) editor to enter or change any participant-facing text.
Details Tab
- The Details tab allows you to set the behavior or function of the card.
For example, if you're working with a survey question card, you can choose the question type here.
Message/Question Display Rules Tab
- In the Message Display Rules Tab (or Question Display Rules Tab when you're working with a survey question), you can set up conditional logic to show or hide a message or question depending on a participant’s previous responses or attributes.
Answer Display Rules Tab
- This tab lets you control which answer options are shown based on participant data or previous answers.