Advanced Functionality for Engage

Admins can enable the following advanced functionality for users:

Booking Agents – Booking agents schedule Engage meetings on behalf of the meeting host
Enabling Password Protected Meetings - Admins can require a password for an Engage meeting to increase the security of the meeting.

Sending Approved Email Invitations – Approved Email content creators can create reusable and approved email templates to use as invitations to an Engage meeting

CRM Users Attending an Engage Meeting – Allows CRM users to attend Engage meetings
Using the Engage Splash Screen – Content creators can create a MyInsights HTML report to replace the default splash screen with a customized one, enriching the in-meeting experience
Allowing Attendees to Share Their Screen – Enables meeting attendees to share their screen with the host and other attendees
Host Screen Sharing on the iPad – Enables hosts to share their screens with attendees on iPad
Joining an Engage Meeting via Zoom – Enables meeting attendees to join an Engage meeting using their Zoom application
Capturing Remote Signatures for Sampling in Engage – Allows sampling from Engage meetings
Capturing Remote Signatures for a Medical Inquiry in Engage – Allows capturing a Medical Inquiry signature from Engage meetings

Engage Attendance Tracking – An automated process that compiles attendance, device, and network information about the attendees of an Engage meeting
Rating an Engage Experience – Engage attendees can rate their meeting experience, granting customers insights into the quality of the remote experience, and how those interactions can be improved in the future