Access your Engage Contact Campaign Report

It doesn't look like your Engage Contact Report has been setup yet. It's usually set up once you have uploaded a list of contacts.

However, your Engage campaigns ARE setup.

The report is only so that you can see who is opening your Engage emails and who you have in the system.

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Please contact our support team at support@originatorsuccess.com or put in a support ticket requesting your Engage Contact Report be setup.

Upload a list of contacts and choose campaigns

When uploading, please include only the first name, last name, and email address of the contacts, and be sure to choose what campaigns you would like them placed in. Please allow 2-3 business days for processing.

Here is a spreadsheet template you can use: Download Engage Contact Campaign Upload Template

Guidelines for uploading contacts:

1. Contacts uploaded into the system should recognize your name. Past clients, active referral partners and real estate agents, prospects that know who you are... these are all great contacts to have in Engage. However, Engage is NOT a lead blasting system, and is not designed to be used as such.
2. Files to be uploaded must be in Excel or CSV format. It is best to provide a list with First Name, Last Name, and Email address already separated. If you send us a list with the name fields together, we will separate them but cannot guarantee name accuracy, especially with multi-part names. First name and email is required, last name is only suggested for easier reference later.
3. Files should contain no more than 200 contacts. If you have more than 200 contacts, you must contact support at support@originatorsuccess or submit a support ticket after uploading for the list to be processed. Please explain to us why you have a large list, how these contacts know you, and the last time that you engaged them.
4. Please do not send us names and email addresses of contacts that are already in the system. Although our system does prevent duplicate emails, it usually makes it harder on our support team. If you would like an Excel or CSV file of the agents we have in our system, you can request one anytime from support. A full list of your contacts and a downloadable PDF of your contact list can be obtained in this dashboard.