How to Setup an Engagement Flag?

To configure an engagement flag, follow the steps below.

1. Navigate to Fundraising > Setup > Engagement Flag.

The Engagement Flag List page is displayed.

2. Click New M360 - Engagement Flag.

The M360 - Engagement Flag form is displayed.

Note: All the fields with an asterisk (*) are mandatory.

3. Enter or select the values of the fields as required.

Please refer to the following table for field names and their descriptions.

Field	Description
NAME	Name of the engagement flag
DESCRIPTION	Detailed overview regarding the engagement flag
SAVED SEARCH	Data resulting from search query predefined by the logged-in user to access relevant data without requiring to search for it each time
FLAG IMAGE	Image displayed in the engagement flag
INACTIVE	Whether to deactivate this engagement flag

4. Click Save.

The engagement flag is added to the list.

Note: You can update or view the engagement flag details by clicking Edit/ View in the desired row.