Using the Engagement Board

What the Board Is For

When a member clicks a one-click response in an Engage email, that response is recorded and the member is placed on the Engagement Board — in a column that reflects what they said. A member who replied “I’m not sure I’ll renew” lands somewhere quite different from one who asked to volunteer.

The board turns a stream of individual replies into a worklist. Instead of reading responses one by one, your team opens the board and sees the shape of the work: how many people need contacting, how many are at risk, how many are waiting on follow-up.

Why this matters

The board is where outreach actually gets decided. Each card carries the question the member was asked, the answer they gave, and any notes from their Concierge conversation — enough context to act without opening anything else.

Opening the Board

1. Go to Datascout Engage and log in with the credentials provided by the Datascout team.
2. Click Engagement Board in the left sidebar.

The left sidebar. Engagement Board sits second, below the Dashboard.

A note on naming

The sidebar calls it the Engagement Board, but the page itself is headed Tasks. They are the same screen. This guide uses “Engagement Board” for the feature and “Tasks” where it refers to what you see on screen.

The board. Each column is a stage of work; each card is a member. Scroll sideways to reach the columns beyond the edge of the screen.

Two controls sit in the top-right corner:

Control	What it does
Refresh	Reloads the board to pull in responses that have arrived since you opened it.
Board view	A label showing how the page is currently displayed. It is not a button.

Columns and Cards

Two numbers appear on the board, and they count different things.

• The column — a stage of work: Contact, At Risk, Follow Up. Its color and emoji are set by whoever created it.
• The column count — how many member cards sit in that column.
• The card badge — how many separate responses that one member has in the column.

A column header. The gear on the right appears only when you hover over the header — see Creating and Editing Columns.

A card in its resting state shows just the essentials — who, and how long ago:

A collapsed card. The timestamp is the age of the member's most recent response in that column.

Reading the counts correctly

A column showing 4 holds four member cards — but those four members might account for many more responses between them, because a single card can hold several. The two numbers will rarely match, and that is expected.

Reading a Response

Click a card to open it. Everything you need to decide the next step is inside.

An expanded card. Click the member's name again to collapse it.

Reading top to bottom, an open card gives you four things:

What you see	What it tells you
Campaign name	Which campaign or action produced this response — e.g. a Networking Event RSVP.
The question	Exactly what the member was asked in the email.
Their response	The one-click answer they chose, highlighted.
Summary	A short plain-language account of what the member wanted and what happened next.
Notes	Anything recorded from the member’s Concierge conversation, or added by your team.

Work from the answer, not the column

The column tells you roughly what kind of attention someone needs; the card tells you what they actually said. Two members in the same column can need very different replies — open the card before you decide.

Members with Several Responses

When one member responds more than once, their responses stack into a single card.

A card showing a chevron (›) and a number badge is holding more than one response. Click it to fan them out into separate entries, each with its own timestamp and summary. This keeps a frequently-active member from filling the column.

A grouped card, opened. The column counts four cards; the member highlighted in orange accounts for two responses on her own.

Worth knowing

Grouping is per column. If the same member has responded to campaigns that route to different columns, they will appear as a card in each one.

Finding a Member

The search box at the top filters the whole board at once.

Type any part of a member’s name into Filter tasks by member name… at the top of the screen. Every column narrows to matching cards, and the column counts update to reflect what is left — so you can see immediately which stages that member appears in.

Filtering by name. Here two members share a surname and appear across two columns; Contact drops to zero because neither is in it.

Clear the box to bring the full board back.

Moving Members Between Columns

Drag a card to change where a member sits.

1. Click and hold a member’s card.
2. Drag it over the column you want and release. The card settles into place and both column counts update straight away.

You can also reorder the columns themselves the same way — drag a column by its header and drop it where you want it in the sequence.

Keyboard alternative

Cards can be moved without a mouse. Tab to a card, press Space to pick it up, use the ← and → arrow keys to move it between columns, then press Space again to drop it.

Moves are immediate

There is no save step and no undo. If you drop a card in the wrong column, drag it back.

Creating and Editing Columns

Columns are yours to shape — add stages that match how your team actually works.

Create a Column

1. Scroll to the far right of the board and click Add Column.
2. Fill in the form (see the table below). Create Column stays greyed out until you enter a Column ID.
3. Click Create Column. It appears at the end of the board.

Add New Column. AI Driven is off by default on a new column.

Field	What to put in it
Column ID	A unique identifier. Lowercase letters, numbers and hyphens only — e.g. needs-callback.
Column Title	The name shown on the board, plus an emoji to make it recognizable at a glance.
Column Color	A background tint, for grouping related stages visually.
When to Use	A description of when a member belongs here. If AI Driven is on, this is the instruction the AI follows.
AI Driven	Allows Engage to move members into this column automatically, based on what they replied.

Write “When to Use” as an instruction

On an AI-driven column this field is doing real work, so be specific about the behavior that belongs here rather than naming the column again. Something like “Members who asked about upcoming events and want details sent” gives the AI far more to go on than “Events”.

Edit a Column

1. Hover over the column header — a gear icon appears at its right-hand end.
2. Click the gear to open Edit Column Settings.
3. Change what you need, then click Save Changes.

Edit Column Settings. The same fields as creation, pre-filled — here with AI Driven switched on.

Take care with Column ID

Changing the ID of an existing column rewrites every board item attached to it, and cannot be undone. Campaigns that route responses to the old ID will also need updating. Change the title freely; leave the ID alone unless you have a reason.

Where Members Come From

Cards arrive on the board in two ways.

Route	How it works
Campaign routing	Each one-click response in a campaign action can be pointed at a specific column. A member who clicks “Still thinking it over” lands in your follow-up stage automatically.
AI placement	On columns with AI Driven switched on, Engage reads the member’s reply and places them using the column’s “When to Use” instructions.

Campaign routing is configured on the campaign itself, on the Campaigns screen, against the relevant action. Set the destination column against each response, save, and new responses will begin arriving in the right place.

Check it end to end

After changing routing, send yourself a test message, click the response, and confirm the member appears in the column you expected. It is much easier to catch a mis-routed response before a campaign goes out than after.

Troubleshooting

Symptom	Cause & fix
A response you expected isn’t on the board	Click Refresh — the board does not update by itself while open. If it still isn’t there, check that the campaign response has a destination column set.
A member is in the wrong column	Drag them where they belong. If it keeps happening for the same kind of reply, the campaign’s routing or the column’s “When to Use” instructions need adjusting.
Members aren’t being placed automatically	Open the column’s settings and confirm AI Driven is on and the “When to Use” description actually describes the behavior you want matched.
A column shows fewer cards than expected	Check the filter box at the top of the screen is empty — an active filter narrows every column.
You can’t find a member	Search filters on name only. If they responded to a campaign routing elsewhere, they may be in a column further along — scroll sideways to see the full board.
A move didn’t stick	Refresh and check again. Moves apply immediately, so if the card returns, someone else may have moved it — the board is shared across your organization.

Note

Screenshots use sample data; the members, columns and campaigns shown are illustrative and will differ from your own account.

Questions about the Engagement Board? Contact support@datascout.ai.