Accessing Engage

The access to Engage+ for the users is managed by the Capillary Access team and access is provided based on the user's role.

For example, if a user is assigned with Engage+ Authorize standard permission set, he will have the following access:

Module	Sub-Module	View	Create	Edit	Approval
Engage+
Campaign	Workflow	✔	✔		✔
	Messages		✔		✔
	Incentive	✔	✔		✔
	Audience	✔
	Report	✔
	Creatives	✔
	Config			✔
Insights+	Reports	✔

For more information on the permissions sets and user management, refer to the user management documentation. For access related support, contact the Capillary Access team.

Gated features in Engage+

Engage+ includes a set of features that are not enabled by default. These are called gated features. To use a gated feature, contact your Customer Success Manager to get it enabled for your organization.

The following table lists all the available gated features, along with links to learn more about each one.

Module	Feature	Learn more
Campaigns	Send messages from FTP file	No communication message campaign
	Limit message frequency per channel	Configure campaign-level settings
	Track campaign conversions	Broadcast campaign
	Schedule messages after audience sync	Schedule a message
	Import audience from FTP	Create an audience group
	Sync audience to ad platforms	Ads audience campaign
Personalization	Personalise message content and timing	Create a message
	Prioritise channels for message delivery	Create a message
	Target customers across channels and ad networks	Create a message
	Customise labels	Labels
Journey	Access Journeys	Journey overview
	Run A/B tests in journeys	A/B test block
	Trigger journey entry based on customer attributes	Configure journey
	Issue incentives without sending a message	Issue incentive block
	Trigger webhooks from journeys	Webhook block
	Hide default journey templates	Create a journey
	View block-level journey reports	Block-level reporting in journey
	Issue loyalty promotions from journeys	Issue incentive block
Engagement channels	Send messages via WeChat	WeChat
	Edit email using HTML editor	HTML editor
	Embed customer barcode in email	Barcode in email
	Hide default email templates	Configure email
Incentives	Apply cart-based promotions	Incentives overview
	Create gift cards	Gift vouchers