Engagements (also called "missions") are the core way you ask advocates to take action — complete a survey, post on social media, submit a referral, record a video, and more. This guide walks you through every screen in the creation flow so you can launch your first engagement with confidence.
Step 1: Open the Creation Flow
From the left sidebar, navigate to Engage → Engagements. You'll see a list of all existing engagements along with their status, type, segment, and visibility.
Click the Create Engagement button (the icon with a "+" in the toolbar above the table). This opens the template picker.
Step 2: Choose an Engagement Type & Template
The "Create a New Mission" modal shows engagement types on the left and matching templates on the right. The available types are:
Social Post — Share content on LinkedIn, Twitter, etc.
Submit Media — Upload a photo, screenshot, or document.
Submit Review — Leave a review on G2, TrustRadius, Gartner, etc.
Complete Survey — Answer questions in an embedded survey form.
Submit Referral — Refer a peer, colleague, or prospect.
Record Video — Record a testimonial or product video.
Be a Reference — Opt in to participate in reference calls.
Send an Update — Send a message or status update to the program.
Custom Task — A freeform action with custom instructions.
You can use a pre-built template or click the "Blank" card (e.g., "Blank Survey — Start from scratch") to begin with an empty engagement. Use the Search templates bar at the top to filter by keyword.
Step 3: Select Your Trigger
After choosing a type, you'll land on the "Choose Your Trigger" screen. This controls when the engagement gets activated:
Instant Mission — The engagement goes live immediately (or as a draft you manually activate later). All eligible advocates can see it right away.
Segment-based — The engagement triggers automatically when a user enters a specific segment. Great for onboarding flows, lifecycle-based asks, or score-threshold engagements.
Select your preferred trigger and click Continue.
Tip: Use "Segment-based" triggers when you want the engagement to automatically appear for advocates who meet certain criteria (e.g., NPS promoters, newly identified advocates, or users in a specific account tier).
Step 4: Configure Your Engagement (Setup)
The Setup screen is where you define all the details. It's broken into several sections:
Basic Information
Mission Title (required) — The name your advocates see. Use a clear, action-oriented title like "Share Your G2 Review" or "Tell Us About Your ROI."
Featured Image (required) — Upload a branded image that appears as the engagement card thumbnail. Recommended: 1200 × 630px.
Target Audience
This determines who can see and participate in the engagement:
Anyone — Open to everyone, including non-members (public link). Use for open referral programs or broad surveys.
Registered only — Only people in your advocate program. Use for most standard engagements.
Specific segment — Only advocates in selected segment(s). Use for targeted asks to power users, specific accounts, etc.
Common question: "Why does it show 'All Users' when I targeted a segment?" If you select "Registered only," the Segment column displays "All Users" — this means all registered advocates can see it. To narrow the audience, choose "Specific segment" instead and pick your segment(s) from the dropdown.
Notification Settings
Choose how advocates learn about the engagement:
Yes, send notifications — Automatically notify advocates via your configured channels. Options include:
Email — Sends to advocates' email addresses
Slack — Posts to your connected Slack workspace
Zapier — Triggers a Zapier webhook for custom workflows
Webhook — Sends a raw webhook payload to your endpoint
No, just give me the link — You'll get a shareable magic link to distribute manually.
Tip: You always get a shareable magic link, even if you also enable automatic notifications. Use the link to share the engagement in newsletters, community portals, or 1:1 outreach.
Engagement-Specific Details
This section varies by type. For a survey, you'll see a Survey Introduction (rich text editor) and an Add New Question button. For other types, you'll see fields like social copy, review site selection, or referral form fields.
Recognition
Decide how advocates are rewarded after completing the engagement:
None — Participation only, no reward.
Points — Award program points that accumulate toward rewards.
Direct reward — Offer a specific reward (gift card, product, swag, etc.).
Engagement & Follow-ups
Auto-approve Submissions (toggle) — Automatically approve submissions without manual review. Useful for low-risk engagements like surveys.
Enable Follow-ups (toggle) — Send automated reminders to advocates who haven't completed the engagement.
Participation Limit (required) — Set how often someone can participate (e.g., "Once only") and an optional expiration date.
Click Continue to move to the final step.
Step 5: Finalize & Review
The last step lets you preview your engagement as advocates will see it. Review your settings, then choose:
Save as Draft — Save without publishing. Come back and launch later.
Launch — Make the engagement live immediately (Instant) or arm the trigger (Segment-based).
Tip: Always save as a draft first and preview before launching. This lets you test the advocate experience and catch issues with your copy, questions, or targeting.
Frequently Asked Questions
What's the difference between "Public" and "Private" visibility? "Anyone" makes the engagement Public (accessible via link to non-members). "Registered only" or "Specific segment" makes it Private (only visible to logged-in advocates who meet the criteria).
Can I make an engagement only accessible via a direct link (hidden)? Yes. Select "No, just give me the link" for notifications and use "Registered only" as the audience. Only people you share the magic link with will see it.
How do I duplicate an existing engagement? From the Engagements list, click View on the engagement you want to copy. Inside the detail page, look for the Duplicate option in the actions menu.
Can I schedule an engagement to launch at a specific date/time? There isn't a built-in scheduler. The recommended workflow is to save as a Draft, then manually launch when ready. You can also use Segment-based triggers to automate visibility based on advocate attributes.
Why does the Segment column show "All Users" for my targeted engagement? This happens when you select "Registered only." It means all registered advocates can participate. To restrict to a specific group, change the audience to "Specific segment" and pick your segment(s).
How do I get the shareable link after creating an engagement? After launching or saving as draft, open the engagement from the list by clicking View. The shareable magic link is on the detail page — copy it and share anywhere.