IEEE vTools Engage is an interactive relationship management solution (CRM) that captures data for IEEE members and non-members. It enables volunteers to engage, track, and retain members, convert non-members to members, and provide volunteers the information they need to offer the best programs possible.

Currently, Engage is only available for use by IEEE Region and Section volunteers. Those who have access to Engage are: Region Directors, Section Chair, Vice Chair, Secretary, and Treasurer, and Membership Development Chair. Upon logging in, Region directors will see all Sections under that Region. Section leaders will see only their Section(s).

Click here to access a recording of the training demonstration.

*Please note that this tutorial was recorded in January 2023, and some of the features may have changed.

Sign in with your IEEE Account

Click the Region or Section to begin interacting with that Organizational Unit (OU). Note: once the OU is selected, you will interact with that OU for the entirety of your session in Engage.

Quick Actions/Home Page

This is the “home” page for Engage. Here, you will be able to take the following quick actions:

• Welcome ## New Members
• Remind ## to Renew
• Reach out to ## Members in Arrears

Note: If the count for any of these categories is ‘0’ (zero), then the quick action will not show.

On this page, under “Recent Actions,” you will also be able to see a log of the last few actions that have been taken for your OU. You can click any one of these actions to see more detail.

You will also see charts that correspond to the tabs at the top of the screen. Click on any one of these charts to go to the corresponding tab (e.g. Recruitment).

To navigate back to this Quick Actions page at any time during your session, simply click the ENGAGE banner at the top of the screen.

Engagement Tab

This tab shows opportunities for engagement among IEEE members in your Region/Section. Here, you can view the list (eye icon), send an email (@ icon), print mailing label (envelope icon), and download the list (arrow icon). Note: If any of the icons are greyed out, the action is not available.

Recruitment Tab

This tab shows opportunities for recruitment among non-IEEE members in your Region/Section. The same actions are available here, with one additional action: Upload Custom List. Click this button to upload a custom list of contacts you may have. The list will be stored directly on this tab.

Retention Tab

This tab shows opportunities for retention among IEEE members in your Region/Section. The same actions are available here (view, email, print labels, download).

Members Tab

This tab shows a breakdown of the different member grades within your Region/Section. The same actions are available here (view, email, print labels, download).

Network Tab

This tab allows you to upload a single contact, or a list of contacts, similar to the Recruitment Tab.

If adding a single contact, the pop-up form will look like this:

You can add contacts to an existing group, or create a new group.

To add a list of contacts, the process is the same as on the Recruitment tab. These groups/lists are stored directly in Engage, where the same actions are available as with other tabs (view, email, print labels, download).

Actions Tab

This tab shows a log of all actions that have been taken, either by you, or another volunteer in your Region/Section. If the Action Type is “Email,” you can click the hyperlink to see the details of that email.

Viewing an Individual Member

If you wish you view the details of an individual member, click the Eye icon next to that person’s name. You will be brought to this screen:

Here, you will be able to see which OUs this person is associated with, what Engage groups they may be a part of, whether they have any volunteering experience, what Societies and Technical Communities they may belong to, and what events they may have attended.

On this screen, you can also log an interaction with this member. Click the “+” next to “Interactions &Notes.” Complete the form with the interaction you may have had with this member and click “Save.” This will record the action and store it in Engage for this member.

Please note: vTools Engage is a brand new IEEE application. We are working on enhancements for future versions of the tool, but if you have any specific comments, questions, or suggestions, feel free to use the “Contact” tab to send a note to MGA-IM staff.