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The Profile drop-down displays your username. This drop-down menu contains the following options.

Change Password

To change your login password:

1. From the Profile drop-down menu, select "Change Password." The Change Password screen is displayed.

2. In the "Current Password" field, enter your current password.

3. In the "New Password" field, enter a new password. Engage+ passwords must conform to the following restrictions:

1. • Must contain at least 8 characters

   • Must contain at least one lower-case letter

   • Must contain at least one upper-case letter

   • Must contain at least one number

   • Must contain at least one of the following special characters: ! @ # $ % ^ + = 

   • May not contain commas May not contain usernames May not contain organization names

4. In the "Confirm New Password" field, enter your new password again.

5. Click change password.

 

Change Security Questions

Engage+ uses up to three personal security questions to provide an extra layer of security when accessing the platform. Typically, users will be prompted to select their security questions, and provide answers to them, the first time they log into Engage+. If you need to modify your security questions or answers:

1. From the Profile drop-down menu, select "Change Security Questions." The Change Security Questions screen is displayed.

2. Optionally, select a new question, and enter an answer. Repeat this step as needed for the remaining two questions.

3. Optionally, change your device option. Select "Yes" if you will be using your current device to access Engage+ in the future. Select "No" if you're currently on a public device, and don't plan on using it again to access Engage+.

4. When finished, click save security questions.

Update Profile Settings

Your Engage+ Profile contains information about you, such as your name, username, email address, and language preference. To modify your User Profile:

1. From the Profile button, select "Profile Settings." The User Information section and Language and Regional Settings are displayed.

2. Make any necessary changes to your user details.

3. To set your default folder location, click "Default Folder." The "Pick a Folder" pop-up window is displayed and populated with the folder directory for your account. Click the desired folder, then click select folder. This folder will be selected by default when you create new foldered items, and when you browse for foldered items.

4. Make any necessary changes to your language preference. Please note that the language selection you make here determines which version of the Online Help will be displayed when you click the "Help" button. So, for example, if you select French as your preferred language, the system refreshes the user interface to display the content in French. If you then click the "Help" button, the French version of the Online Help is displayed.

5. Click update information. 

Account Security

The Security Settings screen is used to manage Users, Access Groups, and Logon Policies. For more details on this screen, please see Security Settings.

Support

Here you will find information about the Online Help guide, a link to our Support Portal, and phone numbers by country as resources to assist you. Note that access to the Support Portal is given to client users designated as Designated Contacts on their account.

Digital Help Center

The Marigold Help Center is available to guide you through all touchpoints across your customer lifecycle. Examples of resources are user guides, release notes, our learning center which contains videos and demos, and API documentation, et al.

Logout

To log out of Engage+:

 

From the Profile drop-down menu, select "Logout." The system logs you out, and the Engage+ log-in screen is displayed.

 

 

The App Switcher allows you to instantly switch between accounts that you have access to, without having to log out of one account and log into the other.

Note: You can't be logged into two different accounts at the same time. If you open a separate tab to log in to a different account, the last account you logged into becomes the active account, and you are no longer logged into to the original account.

To switch to a different Marigold application:

1. The App switcher menu is populated with all of the applications to which you've been granted access. From this menu, select an application. 

    

2. The system displays the Dashboard for the selected account.

 

The Create button allows you to quickly create new items for some of the more commonly used functions, such as Campaigns, Dynamic Blocks, and Web Forms.

The Settings button offers 5 additional categories, under which are several sub-categories, that are separate from the 4 main menu items (Production, Assets, Data, and Insights) in the System Tray. These additional categories include Campaign Settings, Data Settings, Integrations, Reports, and Administration items.

 

The Online Help button will bring you to our contextual help center which will provide step-by-step instructions to navigate and use our Marigold Engage + platform.