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Help Articles
Home Screen
Organisations & Contacts
- Searching for Organisations & Contacts
- Organisation & Contact Reports
- Adding a Contact
- Adding an Organisation
- Editing a Contact or Organisation
- Sharing a Contact and Organisation Across Projects
- Contact Deputies
- Adding a Contact Activity
- Adding an Organisation Activity
- How to Upload an Email to a Contact
- AI Features - AI Summary for Contact Activities
- What is "Contacted Permitted"?
- Managing Stakeholders GDPR Communication Preferences
Activities
Enquiries
Surveys
- Creating a new survey
- Printing Survey Questions
- Searching for Surveys
- Review survey responses - Confirmed & Unconfirmed Responses
- How Surveys update your Stakeholder Records
- Terminating a Survey
- Adding Paper Survey Responses
- How do I find and share my Survey URL?
- Partial Survey Responses - (Optional to display)
- How to add your Organisation Branding
- How to Request Communication Preferences in a Survey
- How to add a New Search Field - Surveys with Outcomes
- How to Export Survey Responses
- Confirmed , Unconfirmed and Partial Survey Responses?
- Ranking Questions
- Ranking Question Reporting
- Date and time questions
- Survey sections
- Linear questions
- Difference between a survey description and title?
- Survey Drop down list questions
- Retracting a Survey
- How to Analyse Survey Responses
- How to Download Survey Response Reports
- How to personalise data captured at the end of Surveys
- How to add attachments to Surveys
- How to archive Surveys
- How to link Surveys to Events
- How to link Surveys to Strategy Plan Objectives
- Checkbox Questions
- Radio Button Questions
- Create and send emails
- Add your own email templates
- Add emails from Outlook
- What is an SPF record?
- Tractivity Email Setup Guide (Technical Documentation)
- Microsoft 365 Email Authentication for Tractivity Shared Mailbox
- Using Tractivity to send/receive email (Client Guide)
- Tractivity Email Setup Guide for NHS (Technical Documentation)
Mailshots
Events
- Adding a new Event
- Adding your own Branding
- Adding an event to your Outlook calendar
- Adding invitees to your event
- Generate event delegation lists, name badges and sign-in sheets
- E-mail Attendees Using Plain Text E-mail
- Events Request consent to share (invitees only)
- Cloning an Event
- Linking an Enquiry to an Event
- Link a Survey to an Event
- Request a postcode
- Using Event Groups
- How to use Invite Reason(s)
- How to use and manage Invitation Quantities
- Email Builder - Event Accept & Decline Links
- Email Builder - Adding New Event Email Templates
- Creating an Event Invitation Email
- Email Builder (Events) - How to send a test email
- Email Builder – How to save Event Emails/Save as Templates
Email Builder (for Mailshots and Events)
- Email Builder Endpoints
- Email Builder - Rows
- Settings Tab
- Email Builder - Moving & deleting content
- 'Undo' button & Previous Mailshot versions
- Email Builder - How to edit an individual Content Block
- Email Builder - Content Tab - Title
- Email Builder - Content Tab - Paragraphs
- Email Builder - Content Tab - Adding a Divider
- Email Builder - Content Tab - Table
- Email Builder - Content Tab - List
- Email Builder - Content Tab - Button
- Email Builder - Content Tab - Icons
- Email Builder - Content Tab - Social
- Email Builder - Content Tab - Images
- Email Builder - Content Tab - GIFs
- Email Builder - Content Tab - Video
- Email Builder - How to link files via File Manager
- Email Builder - Including an 'Unsubscribe' link
- Email Builder - Anchor Links
- Email Builder - Including a Merge Tag
- Email Builder - How to Wrap Text around an Image
- Email Builder - Desktop/Mobile View - Hide Content
- Email Builder - Dynamic countdown timers
Distribution Lists
- Creating a Distribution List
- How to create a Postal Distribution List
- How to create a Distribution List using the Mapping (Land Parcels) tool
- Sending an Email to a Email (Plain-Text) Distribution List
- Sending a Newsletter to a Mailshot Distribution List
- How to log mass telephone engagements with Stakeholders
Reports
Calendar
Issues
Land Parcels
Library
Stakeholder Mapping
Workflows
System Admin
- AI Features - AI Configuration
- Add a new Project
- Cloning an Existing Project
- Edit User Access Profiles
- How to add a user and assign projects
- Assigning Users to Projects
- Importing New Stakeholder Data
- Share Stakeholders across projects
- Changing a users default project
- Adding Account Handlers who won't be a User of Tractivity
- Updating Stakeholder Data in Bulk
- Customise Drop-down Lists
- Customise drop-down lists for your External Forms
- Project & Global Interests, ensure stakeholders only receive communications on relevant topics
- System Admin: Adding New Dropdown Options
- Editing Project Default Subscription Preferences
- How to make fields mandatory
- How to change your field configuration
- Multi-factor Authentication
- Email Verification and Whitelisting
- Single Sign On (SSO) Setup Guide
Engage Portal
API
Outlook Integration
- How to Install Tractivity Outlook Integration
- Overview of Tractivity Outlook Integration
- Outlook Calendar Integration to Tractivity
- Accessing the Outlook add-in
- How to add an email to a new enquiry from Outlook Integration
- How to record new contacts inside of Tractivity from Outlook Integration
- How to add an email to an existing enquiry from Outlook Integration
- How to add an email to a contact (contact activity) from Outlook Integration