Navigating Salsa Engage

This introductory video walks you through the Salsa Engage platform, giving you a helpful overview of the main navigation and how to use the Visual Editor to build supporter-facing forms. Whether you're new to Salsa Engage or just getting started with form creation, this video gives you a solid foundation for working within your account.

In this video, you'll learn how to:

• Navigate key areas of the Engage platform: Get a guided tour of the dashboard, main menu items like Activities, Email, Supporters, and Assets, and learn what each section is used for.

• Use the Visual Editor to build and customize forms: Understand the structure of the editor—including settings, rows, and elements—and how to use tools like outline mode, drag-and-drop design, and reusable templates.

• Make your forms more effective and user-friendly: Learn how to add logos and images, customize form text and layout, troubleshoot form issues, and personalize confirmation messages and autoresponders.