Engage to HouseCalls Pro

Please read the descriptions below each video for an explanation of how each HC Pro feature is comparable to features on the Engage Portal.

Dashboard Reports

This video offers a detailed exploration of the process for generating Dashboard Reports. The dashboard serves as the platform where you can create reports and access real-time data and results.
This compares similarly to the Contact Status Report in your platform.

Analytics Reports

This video offers a comprehensive exploration of the process for generating Analytic Reports. Within Analytics, you can create reports to access historical data and results spanning a 90-day period.
This compares to the Contact Notification Report or Contact Notification Report Request.

User Management-Adding and Editing Users

This video provides guidance on user management, including tasks such as adding new users and modifying existing user profiles. This is like Account Profile in your current platform.

Adding and Modifying Dialog Scripts in your Reminder Workflow

This video offers guidance on adding new dialogue messages to your workflow and modifying existing ones.

Broadcast On-Demand Messaging

This video series is designed to give you a comprehensive understanding of the On-Demand messaging/ broadcast portal. It will guide you through the steps to access the portal, upload your list of recipients, choose, or create a broadcast message, send the broadcast, and access the Broadcast Report.