HELP CENTRE
Make yourself at home.
Practical guidance for setting up your workspace and completing the work that matters.
Set up your workspace
Your first steps, from account creation to a published survey.
Read the guideCreate, publish and share surveys
Question types, conditional questions, public access and response exports.
Read the guideSet up CAQA email delivery
Create, send and schedule campaigns in your CAQA workspace.
Read the guideImport contacts and manage consent
Organise your audience and avoid including unsubscribed contacts.
Read the guideTurn responses into follow-up work
Create a rule, test the trigger and complete the task.
Read the guideAccount access and recovery
Passwords, recovery codes and your private workspace.
Read the guideCommon questions
Do survey respondents need an account?
No. A published survey link is public. The private workspace and survey results require an authenticated account.
Can I send emails straight from Engage?
Yes. Activate CAQA sending access, save your sender details and review your campaign. Send now or schedule for later, with delivery results in the workspace.
Is my workspace shared with other accounts?
Each account has its own workspace and records. Team invitations and shared account permissions are not part of this version.
How are unsubscribes handled?
Campaign unsubscribe links update the contact in CAQA Engage and stop waiting messages. Opt-outs and hard bounces are excluded from future campaign sends. Messages already submitted cannot be recalled.
How do I recover my password?
Use your saved recovery code on the Recover account page. The code can be used once. You can replace it in Account while signed in.
Where do I report a problem?
Use the Contact page. Your enquiry is stored in the CAQA inbox. Keep your reference number for follow-up.