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Organisations & Contacts
Enquiries & Activities
Surveys
Email
Mailshots
Distribution Lists
Reports
Events
Home Screen
Issues
Land Parcels
Library
Stakeholder Mapping
System Admin
New User - Videos
Engage Portal
API
Outlook Integration
Tractivity Status
User Guides
Getting Started with Your Tractivity System
Communication & Stakeholder Mapping Modules
Superuser & System Admin Help Guides
New Mailshot Builder
FAQs
Glossary
Back to home
Knowledge Base
Help Articles
What's New
2025 Release Notes
Past Release Notes
Webinars & Events
Upcoming Events
Latest Webinars
Past Webinars
Help Articles
Organisations & Contacts
Enquiries & Activities
Surveys
Email
Mailshots
Distribution Lists
Reports
Events
Home Screen
Issues
Land Parcels
Library
Stakeholder Mapping
System Admin
New User - Videos
Engage Portal
API
Outlook Integration
Tractivity Status
User Guides
Getting Started with Your Tractivity System
Communication & Stakeholder Mapping Modules
Superuser & System Admin Help Guides
New Mailshot Builder
FAQs
Glossary
Help Articles
Organisations & Contacts
How to Search for a Contact
Add or Remove a Search Field
Change Your Search Screen Results
Export Your Search Results to Excel
Add a new contact
Add a new Organisation
Mandatory Fields
What is Contacted Permitted?
Editing an Existing Organisation or Contact
Managing Stakeholders GDPR Communication Preferences
How to Upload an Email to a Contact
Sharing a Contact and Organisation Across Projects
Add a Deputy
See more
Enquiries & Activities
What is an enquiry? What is an Activity?
Adding an Enquiry
Adding an Activity
Add Enquiry Activity Priority Level
Adding and Deleting Activity Attachments
Activity Attachment Types
Previewing and Exporting Enquiry Activities
How to link an Enquiry to an Event
Reassigning an Activity to an Enquiry
Email a Stakeholder from an Enquiry
Attach Multiple Associated Contacts to an Enquiry
Cloning an Enquiry
Clone an Activity
See more
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
See more
Email
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)
See more
Mailshots
Overview of the new mailshot builder
New Email Builder - Creating a new Mailshot (Steps 1-4)
Settings Tab - Overview
Adding an Attachment in a Mailshot
How to Share your Mailshot URL
View and Export Mailshot Statistics
New Email Builder - Creating and Managing Mailshot Templates
New Email Builder - Moving & Deleting Content
New Email Builder - Rows
New Email Builder - How to Wrap Text around an Image
New Email Builder - How to place Anchor Links in your Mailshot
New Email Builder - Including a Merge Tag
New Email Builder - How to link files via File Manager
New Email Builder - Dynamic countdown timers in your Mailshots
New Email Builder - Content Tab - Paragraph
New Email Builder - Content Tab - List
New Email Builder - Content Tab - Table
New Email Builder - Content Tab - Images
New Email Builder - Content Tab - GIFs
New Email Builder - Content Tab - Video
New Email Builder - Content Tab - Social
New Email Builder - Content Tab - Button
New Email Builder - Content Tab - Icons
New Email Builder - Content Tab - Adding a Divider
New Email Builder - Desktop View vs Mobile View
New Email Builder - Desktop/Mobile View - Hide Content
New Email Builder - Content Tab - Title
New Email Builder - How to hide and replace content in Mobile vs Desktop View
New Email Builder - Undo button and viewing previous versions of your mailshot
New Email Builder - Including an 'Unsubscribe' link
New Email Builder - How to edit an individual content block
See more
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
See more
Reports
Run and Export Reports
How to Export Results from a Report
Email a Report
Scheduling a Report
Change/Edit a Scheduled Report
How to use All Projects Reporting
See more
Events
Add 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
How to link 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
Dynamic Countdown timer in Event Invitations
New Email Builder - Event Accept & Decline Links
New Email Builder - Adding New Event Email Templates
New Email Builder - How to Wrap Text around an Image
New Email Builder - How to place Anchor Links in your Event Invitations
New Email Builder - Content Tab - Button
New Email Builder - Desktop View vs Mobile View
How to add a Giph in a Event Email
How to create and use a Paragraph within the Content Tab.
How to create and use the Title option within the Content Tab
How to insert images in Event Email
How to undo and find a previous version of your Event Email
New Email Builder - Content Tab - List
New Email Builder - Content Tab - Table
New Email Builder - Content Tab - Adding a Divider
New Email Builder - Desktop/Mobile View - Hide Content
New Email Builder - Moving & Deleting content
New Email Builder - How to hide and replace content in Mobile vs Desktop
Tractivity Email Builder - How to link files via File Manager
Settings Tab - Overview
New Email Builder - Including a Merge Tag
New Email Builder - Rows
New Email Builder - Content Tab - Icons
New Email Builder - Content Tab - Video
New Email Builder - Content Tab - Social
Email Builder - Creating an Event Email Invitation
Tractivity Email Builder - Events - How to send a test email
Email Builder – How to save Event Emails/Save as Templates
New Email Builder - How to edit an individual content block
See more
Home Screen
Homescreen activities
Homescreen activity reminders
How to View and Switch between multiple projects
How to change Dashboard views
How to do a Global Search
See more
Issues
Managing your Issues
How to tag issues against Survey Responses
Overview of Issues and Tagging
Land Parcels
What is a Land Parcel?
How to create a Land Parcel
Library
The Library Module
Stakeholder Mapping
Stakeholder Mapping Visualise on a Map
Stakeholder Mapping System Admin Setup & Configuration
Stakeholder Mapping Adding a New Phase & Remapping Stakeholders
New Strategy Plan Module
System Admin
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
See more
New User - Videos
What is Tractivity - An Overview of Tractivity
Video 1 - Getting Started with Tractivity
Video 2 - Adding Interactions, Enquiries & Activities
Video 3 - Extra Enquiries Features
Engage Portal
Recommended Survey Field Consideration for Engage 360
How to set up your field configuration for Add Event screen, for Engage 360 users
Publishing Outcomes (Surveys)
Publishing Outcomes (Events)
API
Integrate Tractivity API with your Website
Teams Integration
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
See more
