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  1. ThoughtExchange Help Site
  2. Creating & Managing Engagements
  3. Engagement Tools

Engagement Tools

  • Creating & Managing Exchanges
  • Participating in an Exchange
  • Privacy & Technical Info
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Use these resources to help you keep tabs on your exchange while it is open for participation and to get some inspiration for you invitation and reminder emails.

  • Manage an Engagement - Key features overview
  • Creating templates for survey questions, participation groups, objectives, and theme sets
  • Invite Contacts to an Engagement
  • Preview Mode
  • Invitations, Reminders and Thank You Emails (Template text)
  • ThoughtExchange Google Calendar Integration
  • ThoughtExchange Outlook Integration
  • ThoughtExchange Slack Integration
  • Archive Engagements
  • Microsoft Teams Integration
  • Converting Your Introduction Videos
  • Notifications and Allow Listing
  • Choose Whether to Require Signup or Login

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