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Manage Site Settings

How to modify your EngagementHQ site settings

Gayathri Rajendiran avatar
Written by Gayathri Rajendiran
Updated over a week ago

This task is for Site Administrators.

The Site Settings includes essential settings to help you manage your site. To access and change your settings:

  1. Go to Site Settings in the main menu.

  2. Switch between the tabs to configure your settings.

  3. Always Save when you’re finished.

  4. If your site is unlaunched, you can use the Launch your site button to make it publicly accessible. Once launched, you cannot unlaunch your site, but you can Lock Your Site to prevent access.

    The site settings option in the menu

There are seven tabs to help you configure your settings.

Site Details and Emails

This tab contains basic settings to set up your site:

  • Site Name (required): The name of your site, which appears in browser tabs and backup sender on emails if you haven’t entered an Email sender name.

  • Email sender name: Appears as the sender on all emails from your site. It will appear differently, depending on the email client the participant views it in.

  • Site email address (required): This email address is used whenever a recipient replies to an email from the system. This address needs to be an inbox you can access to see any replies.

  • Primary Domains: Your site’s domain(s).

    The site details and emails section of site settings

Project Settings

These settings are applied to all project pages on your site:

  • Display page published and last updates dates: Enable this to display publish and update dates on all project pages automatically.

  • Display social media sharing icons: Enable this to display social media sharing icons on project pages.

    The project settings section of site settings

Privacy and Security

Customize your privacy and security settings:

  • Enable Google Analytics: Enable this to track site visits and activity using Google Analytics. You must provide:

    • Google Analytics Account: Use this field to enter your Google Analytics ID.

  • Lock Your Site: Enable the Site Lock to block access to the public. When you enable this, you’ll generate a link that you and whoever you send it to can use to access the site.

    The privacy and security section of site settings
  • Enable ActiveDirectory Signup: Allow single sign-on for participant and admin staff members. You must provide:

    • Auth0 Client ID

    • Auth0 Domain

    • Auth0 Connection name

    • Auth0 Redirect URL

    • SSO login text

  • Give Granicus access to your account: Allow the Granicus support team to access your site to help troubleshoot any issues.

  • Allow User Activity Tracking on your site: Allow Granicus to track user activity on your site. This data is used to measure performance and improve our service.

  • Enable Social Media Analytics: Allow X and Facebook to analyze how you use social media in relation to your EngagementHQ site. This includes information you share on social media, profile information, and login credentials.

  • Enable Twitter attribution: Allow all posts on X to be associated with your handle. You must provide a:

    • Twitter handle

      dThe granicus access and social media settings in the privacy and security section of site settings
  • Enable Signup Form: Enable your Signup Form and allow participants to register an account to participate on your site. You can also use the controls below to allow social media signup:

    • Enable Facebook Signup: Check this to allow participants to register via Facebook. You’ll need to provide a Facebook Application ID and Facebook Application Secret.

    • Enable Google signup: Check this to allow participants to register via their google account. You will also need to email support@engagementHQ.com to set this up.

    • Enable Twitter Signup: Check this to allow participants to register via their X account.

  • Enable Google’s “reCAPTCHA” across your site: Add Google’s reCAPTCHA challenge to your Signup Form to prevent bots and spam registrations. To proceed, participants must check the “I’m not a robot” box.

  • Enable cookie consent: Enable a pop-up on the live site to allow participants to accept and manage cookies. There will also be a link to the privacy and cookie policies.

    The sign up form and cookie settings in the privacy and security section of site settings

Policies

These policies appear in your site’s footer:

You can also preview these pages from Site Management > Static Pages.

The policies section of your site settings

Messages & Notifications

Manage the content of the messages and email notifications on your site:

Signup Form

In this tab, you can customize the questions in your Signup Form. Participants must submit this form when they register for your site, and their answers allow you to use participant data in your reporting.

The sign up form section of your site settings

Custom Code

The Custom Code tab lets you add third-party code snippets and scripts to your site’s header and body.

  • Adding code to <head>: Add a snippet to the header tag on every site page.

  • Adding code snippet to page body: Add a snippet to the body tag on every site page.

    The custom code section of site settings
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