Welcome back to Engager Live, your go-to weekly show for all things Engager! This is a recap of the session that took place on 30th October, and it was packed with valuable insights, exciting updates, and practical tips to make your practice management more efficient. If you missed it, here’s a comprehensive recap of what we covered.
New Feature Updates: Making Your Workflow Smoother
Our team has been busy implementing improvements to keep Engager working smarter for you. Here are the latest updates, set to go live this Monday night:
- Import Year-End Dates: You can now add year-end dates for sole traders, partnerships, and limited companies directly via the import sheet.
- Customise Business Start Date: A new tick box allows you to mark business start dates as “not applicable.” This prevents blank fields from being flagged unnecessarily in your client summaries.
- Redesigned Export Tool: The client data export tool has a sleeker, more user-friendly interface. You can now collapse categories and select entire sections with one click.
- Export Phase Information: You can export detailed information for phases, including annual fees, one-off fees, and custom fields.
These updates are all about streamlining your processes and reducing friction, helping you focus on what matters most—your clients.
Budget Email Workflow: Communicate Fast, Stay Relevant
One of the standout moments was a walkthrough of how to quickly inform your clients about budget updates. Here’s how to replicate it:
- Prepare Your Notes: During the live budget announcement, jot down key points relevant to your clients. Supplement these with summaries from reliable sources like the BBC.
- Draft an Email Template: Keep the tone neutral, focus on facts, and avoid political commentary. Highlight key changes such as minimum wage increases, tax adjustments, and relevant allowances.
- Use Engager’s Bulk Email Tool: Select your entire client list (or filter by a specific service like payroll) and send a personalised message in just minutes.
This efficient process allowed one of our users to email hundreds of clients with tailored budget insights in under 15 minutes!
Engager Courses Are Live
We’ve launched structured training courses to help you master Engager and unlock its full potential. Whether you’re a solo practitioner or managing a team, these courses offer:
- Step-by-step webinars to guide you through setup and optimisation.
- Dedicated Q&A time with Engager experts.
- Homework tasks to ensure you’re implementing what you learn.
The first courses begin on 18th November. Check out the Engager Courses page to book your spot.
Quick Tips from the Community
Here are some helpful nuggets shared during the session:
- Using Quick Notes: Organise tasks by creating individual notes for team members or clients. Keep track of everything you need to discuss during your next meeting.
- Sending Self-Assessment Questionnaires: Use filters to select all SA100 clients, create a bulk form request, and notify them—all within a few clicks.
- Customise Status Updates: If your team relies on manual communication for updates, consider automating status-related emails using Engager’s workflow tools.
Engager LABS 2025: Not to Be Missed
Our flagship event, Engager LABS, is just around the corner. Join us on 25th February 2025, at the ACC Liverpool. Expect a stellar lineup of speakers, including:
- Aaron Patrick: Practice management tips that revolutionise workflows.
- Nick Entwistle: Social media strategies to go viral.
- Lucy Brown: AML compliance without unnecessary tech.
Book your tickets now on the Engager LABS page.
Stay Engaged
From weekly updates to long-term strategic improvements, Engager continues to evolve with your needs in mind. Don’t forget to check out Sleekplan to share and vote on ideas for future updates.
If you’ve got questions or need help implementing any of these features, join us live next week or drop by the Engager Help Centre.
