Engage Help Center
ENGAGE HELP CENTER
Create a project
This guide is aimed to help you create a new project and add necessary details to make it more engaging for participants.
A new project can be created in the Manage projects page. In the upper right corner of the page, the New project option is available.
1. In the New project view fill in the fields Project title and Short description in all of the desired language variants. The button Next will become available, once all of the required fields are filled.
If the Project title and Short description sections of a secondary language are left empty, having selected to view the project in one of the secondary languages, the participants will see the information in the default language of your organisation.
2. Proceed to add a Full project description. Explain the process of the project, participation requirements, proposed timeframe, and also state its purpose and benefits.
Utilize the editing options to develop a cohesive project description:
- change the size of the text, add typographical emphasis and bullet points;
- change the size of the text, add typographical emphasis and bullet points;
- supplement the text with links and other media;
- explore and utilize the vast editing options that HTML code provides.
After the description is completed, select the option Next, which will become available when the required project description field is filled.
This step is essential and can highly influence the participation rates and retention of the participants for future initiatives.
Ensure that the process, benefits, and potential risks of the project are clearly explained.
Ensure that the process, benefits, and potential risks of the project are clearly explained.
3. Choose the settings for what participants' profile details will be made available to the administrator.
The administrator can choose whether they want to be able to access the participants' profile data, for example, e-mail addresses, or whether the participants of the project will be completely anonymous.
If the option I will use anonymised data about participants is chosen, the unique Participant ID number will be the only identifier of the participants. With this setting applied, in case a participant withdraws their participation and joins the project anew, the platform will assign a new unique Participant ID number to them.
The administrator can choose whether they want to be able to access the participants' profile data, for example, e-mail addresses, or whether the participants of the project will be completely anonymous.
If the option I will use anonymised data about participants is chosen, the unique Participant ID number will be the only identifier of the participants. With this setting applied, in case a participant withdraws their participation and joins the project anew, the platform will assign a new unique Participant ID number to them.
The participants will be able to see which participant profile data availability setting has been applied, however, it will not apply to the activities themselves.
In case the project needs change after it has been created and the administrator wishes to access the participants' profile details after all, e.g., to follow up about the subject matter of the project or other related topics in future initiatives, this setting cannot be changed by the administrator. It can be done by submitting a request to our support team at support@longenesis.com.
In case the project needs change after it has been created and the administrator wishes to access the participants' profile details after all, e.g., to follow up about the subject matter of the project or other related topics in future initiatives, this setting cannot be changed by the administrator. It can be done by submitting a request to our support team at support@longenesis.com.
4. Define where the project will appear.
The administrator can choose, whether the project will be public to all users having accessed the organisation's page on the Engage platform or available only via a link:
- Select the option Only via link if you want to engage participants by sending personal invitations and/or sharing links and QR codes with a specific audience.
- Select the option Public on the organisation's page if you wish your project to be visible to all participants who visit your organisation's page on Engage.
The administrator can choose, whether the project will be public to all users having accessed the organisation's page on the Engage platform or available only via a link:
- Select the option Only via link if you want to engage participants by sending personal invitations and/or sharing links and QR codes with a specific audience.
- Select the option Public on the organisation's page if you wish your project to be visible to all participants who visit your organisation's page on Engage.
5. In order to publish the project immediately, the administrator can use the slider in the upper right corner of the page and set its sate to Published. It will be possible to change the status of the project later on and return its state back to Not published.
6. Finally, to create the new project, the administrator has to select the option Create project.
