Logging Into Engage and Creating Your Account
To log into Engage, visit your Engage URL, enter your username and password, and click Sign in. If you do not have an Engage account, click the Create account link to create one.
Existing Web Ministry Tool logins can be used with Engage, and Engage logins can be used with Web Ministry Tools.
Creating an Account
Watch the video to Create Your Engage Account
To create a new Engage account, start by selecting Create Account from the Engage login page. Engage will then ask for an email address. Engage uses the email address to reference the CDM+ database to see if there is an individual record with a matching email address.
Enter your email address, and click Register. If the email address is found in the CDM+ database, the user will be asked either to select the name that should be associated with this Engage account or to associate this email address with a new individual record.
Matching Email Address Found
If there are one or more names linked to the email address, Engage will ask the user to select the correct name for this Engage account. When the user selects a name, Engage will associate this account with that individual record in the CDM+ database, and the user will be asked to create a user name.
The user can also tap or click Not you? to connect this email address and create an Engage account for a new individual. Tapping this link will follow the same path as if the email address had not been found in the CDM+ database, asking the user to enter name and address information.
Email Address Not Found
If the entered email address does not match an email address attached to an individual record in the CDM+ database, the user will receive a message that no users were found for the email address. The user will have the opportunity either to enter a different email address and click Register, or to use the Click here to create a new account link. If the user chooses to create a new account, Engage will create new Address, Individual, and Giving Unit records for that user.
Enter Name and Address
If Engage needs to create a new individual with related address and giving unit records in the CDM+ database, it will ask the user to enter name and address information. Once this information is entered, the user clicks the Create Account button. Engage will then prompt them to create a user name.
Create a User Name
Enter a user name, and click the Create Username button. This name must be unique among individuals in the CDM+ database. Engage does not enforce a character restriction on the user name, but it should be easily remembered.
Once the user name is created, Engage will send the user instructions for creating or resetting a password for their Engage account.
After the user enters a user name, Engage will send an email to the entered address that contains the user name and instructions for creating the user's password.
Setting the Password
When a user needs to create or reset the password to their Engage account, Engage sends an email that contains the user name and instructions for resetting the password. The user can reset their password by clicking the Reset Password link in the email.
Alternatively, the user can copy the password code in the email, paste it into the Password Codefield, and click the Check Code button.
After creating or resetting the password, the user will be returned to the Engage login screen where they can log into Engage with their user name and password.