How Do I Get Started With Engage?

Add a plan to your JobNimbus Subscription or connect with our team to learn more about signing up with Engage.

1. Meet with a dedicated representative to walk through the process

• Navigate to the Engage tab
  • To include Engage on your current Subscription:
    • Click "Add Engage for Existing Customers"
    
  • To upgrade your JobNimbus Subscription to include Engage:
    • Click "Add Engage for New Customers"
    

• Once you are directed to the appropriate scheduling link, choose a time to meet with a team member who can guide you through sign-up

2. Self-sign up 

• Click on your profile icon or initials in the top right corner
• Select Subscription from the drop-down menu
  
  
  
  
• Review the available Engage Plans on this page
  • Note: you can calculate a suggested plan based on your anticipated activity by clicking "Which Plan is Best for You?"

• When you're ready to move forward, select Add to Subscription under your chosen plan

Registration

• Once you have enrolled in a plan, navigate to the Engage tab to be directed to the following page:

• Completely fill out each of the fields and then click "Submit"
  • Tip: a pop-up will appear after entering the EIN and display the associated company name from official tax records. You can select "Use this information" to populate the registration form with the correct company name.
• If all of the information is correct, you will be navigated to a walkthrough to help you get started with various configurations shortly after submitting.