> For the complete documentation index, see [llms.txt](https://support.pears.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.pears.io/engage.md).

# Engage

- [Community Relationships (CRM)](https://support.pears.io/engage/community-relationships.md): Manage a contact database and track interactions with individuals and communities in PEARS.
- [Add a Contact](https://support.pears.io/engage/community-relationships/add-a-contact.md): Learn how to create a new contact record in the Community Relationships module in PEARS.
- [Contact Permissions](https://support.pears.io/engage/community-relationships/contact-permissions.md): Control who can see a contact's details, understand masked contact information, and request access in the CRM.
- [AI Entry](https://support.pears.io/engage/community-relationships/ai-entry.md): Use AI Entry to draft a CRM contact or interaction by dictating or typing a plain-language description.
- [Contact Demographics](https://support.pears.io/engage/community-relationships/contact-demographics.md): Learn how to add demographic information to a contact record in PEARS.
- [Communication Preferences](https://support.pears.io/engage/community-relationships/communication-preferences.md): Learn how to set communication preferences and social media profiles for a contact in PEARS.
- [Create an Interaction](https://support.pears.io/engage/community-relationships/create-an-interaction.md): Learn how to log an interaction with one or more contacts in PEARS.
- [Merge Contacts](https://support.pears.io/engage/community-relationships/merge-contacts.md): Learn how to merge duplicate contact records in the Community Relationships module in PEARS.
- [Edit a CRM Contact](https://support.pears.io/engage/community-relationships/edit-a-contact.md): Learn how to edit a CRM contact record in PEARS.
- [Edit a CRM Contact Interaction](https://support.pears.io/engage/community-relationships/edit-an-interaction.md): Learn how to edit a CRM contact interaction in PEARS.
- [Delete a CRM Contact](https://support.pears.io/engage/community-relationships/delete-a-contact.md): Learn how to delete a CRM contact record in PEARS.
- [Delete a CRM Contact Interaction](https://support.pears.io/engage/community-relationships/delete-an-interaction.md): Learn how to delete a CRM contact interaction in PEARS.
- [Export](https://support.pears.io/engage/community-relationships/export.md): Export community relationship (CRM) data from PEARS as an Excel workbook.
- [Partners](https://support.pears.io/engage/partners.md): Track ongoing relationships with the organizations you work with, including linked contacts, cross-module involvement, and per-period reporting.
- [Add a Partner](https://support.pears.io/engage/partners/add-a-partner.md): Learn how to create a partner record in the Partners module in PEARS.
- [Partner Permissions](https://support.pears.io/engage/partners/partner-permissions.md): Control who can open a partner record, share it with specific people or units, and approve or deny access requests.
- [Other Activities](https://support.pears.io/engage/partners/other-activities.md): Log contributions and activities for a partner that aren't captured as CRM interactions.
- [View Partner Details](https://support.pears.io/engage/partners/partner-details.md): Understand the read-only roll-ups on a partner record — linked contacts and interactions, involvement across modules, and report history.
- [Partnerships and Coalitions as Legacy Modules](https://support.pears.io/engage/partners/legacy-modules.md): Understand what changed for the Partnerships and Coalitions modules now that Partners supersedes them.
- [Migrate from Partnerships and Coalitions](https://support.pears.io/engage/partners/migrate-from-legacy.md): Bring your legacy Partnership and Coalition records into the Partners module using the export, review, and import process.
- [Export to Partners](https://support.pears.io/engage/partners/migrate-from-legacy/export-to-partners.md): Run the Export to Partners export from the Partnerships or Coalitions list to produce a migration workbook.
- [Review the Workbook](https://support.pears.io/engage/partners/migrate-from-legacy/review-the-workbook.md): Understand how the migration workbook is organized and what to check before importing it.
- [Import the Workbook](https://support.pears.io/engage/partners/migrate-from-legacy/import-the-workbook.md): Upload the reviewed migration workbook through the Partner Importer and resolve any errors.
- [Mapping Reference](https://support.pears.io/engage/partners/migrate-from-legacy/mapping-reference.md): What each legacy Partnership and Coalition field becomes in the Partners module, and what is deliberately left behind.
- [Workbook Columns](https://support.pears.io/engage/partners/migrate-from-legacy/workbook-columns.md): The exact worksheets and column headers the Partner Importer expects in a migration workbook.
- [Export](https://support.pears.io/engage/partners/export.md): Export partner records and their related data to an Excel workbook.
- [Direct Contacts](https://support.pears.io/engage/direct-contacts.md): Track and report counts of one-on-one interactions that do not meet the definition of a program activity, along with their demographics.
- [Create a Direct Contact](https://support.pears.io/engage/direct-contacts/create-a-direct-contact.md): Learn how to create a new direct contact record in PEARS.
- [Add Demographics Data](https://support.pears.io/engage/direct-contacts/add-demographics-data.md): Learn how to enter demographic data for a direct contact record in PEARS.
- [Auto Calculate Direct Contact Demographics](https://support.pears.io/engage/direct-contacts/auto-calculate-demographics.md): Automatically calculate direct contact demographics using CRM data in PEARS.
- [Mark a Direct Contact as Complete](https://support.pears.io/engage/direct-contacts/mark-a-direct-contact-as-complete.md): Learn how to mark a direct contact record as complete in PEARS.
- [Edit a Direct Contact](https://support.pears.io/engage/direct-contacts/edit-a-direct-contact.md): Learn how to edit a direct contact record in PEARS.
- [Delete a Direct Contact](https://support.pears.io/engage/direct-contacts/delete-a-direct-contact.md): Learn how to delete a direct contact record in PEARS.
- [Export](https://support.pears.io/engage/direct-contacts/export.md): Export direct contact data from PEARS as an Excel workbook.
- [Program Activities](https://support.pears.io/engage/program-activities.md): Track and report on direct education meetings, sessions, and interventions delivered to participants.
- [Create a Program Activity](https://support.pears.io/engage/program-activities/create-a-program-activity.md): Learn how to create a new program activity record in PEARS, including session details, delivery methods, and general program information.
- [Collaborators](https://support.pears.io/engage/program-activities/collaborators.md): Learn how to add, edit, and remove collaborators on a program activity in PEARS.
- [Create an Event from a Program Activity](https://support.pears.io/engage/program-activities/create-an-event-from-a-program-activity.md): Learn how to create a community event directly from a program activity in PEARS, and what information PEARS copies to the new event.
- [Link an Event to a Program Activity](https://support.pears.io/engage/program-activities/link-an-event-to-a-program-activity.md): Learn how to link an existing community event to a program activity in PEARS, what the link does, and how to unlink an event.
- [Copy a Program Activity](https://support.pears.io/engage/program-activities/copy-a-program-activity.md): Learn how to copy an existing program activity in PEARS to create a new record with the same general information.
- [Add SNAP-Ed Custom Data to a Program Activity](https://support.pears.io/engage/program-activities/add-snap-ed-custom-data.md): Learn how to complete the SNAP-Ed custom data section for a program activity in PEARS.
- [Add Youth Programming Data](https://support.pears.io/engage/program-activities/add-youth-programming-data.md): Learn how to complete the Youth Programming (4-H) custom data section for a program activity in PEARS.
- [Add Demographics Data to a Program Activity](https://support.pears.io/engage/program-activities/add-demographics-data.md): Learn how to enter participant demographic data for a program activity in PEARS.
- [Add Survey Evaluations to a Program Activity](https://support.pears.io/engage/program-activities/add-survey-evaluations.md): Learn how to attach survey evaluations to a program activity in PEARS and manage attached surveys.
- [Enter Survey Response Data](https://support.pears.io/engage/program-activities/enter-survey-response-data.md): Learn how to enter survey response data for a program activity in PEARS, including individual and aggregate responses.
- [Collect Survey Response Data with a Public Link](https://support.pears.io/engage/program-activities/collect-survey-responses-with-a-public-link.md): Learn how to generate and share a public link for collecting survey responses online in PEARS.
- [Edit an Attached Survey](https://support.pears.io/engage/program-activities/edit-an-attached-survey.md): Learn how to edit the details of a survey that has been attached to a program activity in PEARS.
- [Delete an Attached Survey](https://support.pears.io/engage/program-activities/delete-an-attached-survey.md): Learn how to remove an attached survey from a program activity in PEARS.
- [Auto Calculate Program Activity Demographics](https://support.pears.io/engage/program-activities/auto-calculate-demographics.md): Automatically calculate program activity demographics using survey responses, site data, or youth programming data.
- [Analyze a Program Activity Excel Report](https://support.pears.io/engage/program-activities/analyze-export.md): Understand the contents and structure of a program activity Excel report in PEARS.
- [Mark a Program Activity as Complete](https://support.pears.io/engage/program-activities/mark-a-program-activity-as-complete.md): Learn how to mark a program activity as complete in PEARS after all required sections are finished.
- [Edit a Program Activity](https://support.pears.io/engage/program-activities/edit-a-program-activity.md): Learn how to edit a program activity record in PEARS.
- [Delete a Program Activity](https://support.pears.io/engage/program-activities/delete-a-program-activity.md): Learn how to delete a program activity record in PEARS.
- [Export](https://support.pears.io/engage/program-activities/export.md): Export program activity data from PEARS as an Excel workbook.
- [Import Program Activities](https://support.pears.io/engage/program-activities/import-program-activities.md): Import program activity records in bulk from a spreadsheet file in PEARS.
- [PSE Site Activities](https://support.pears.io/engage/pse-site-activities.md): Track Policy, Systems, and Environmental change efforts at sites, including readiness, strategy, changes adopted, effectiveness, recognition, and sustainability.
- [Create a PSE Site Activity](https://support.pears.io/engage/pse-site-activities/create-a-pse-site-activity.md): Learn how to create a new PSE Site Activity record in PEARS by entering site details, project information, program areas, and stages of implementation.
- [Collaborators](https://support.pears.io/engage/pse-site-activities/collaborators.md): Give other PEARS users access to a PSE Site Activity record and track who contributes to it.
- [Readiness](https://support.pears.io/engage/pse-site-activities/readiness.md): Document readiness assessments performed for a PSE Site Activity, including assessment tools, dates, results, scores, and follow-up information.
- [Strategy](https://support.pears.io/engage/pse-site-activities/strategy.md): Document the strategy for a PSE Site Activity, including complementary activities, contribution roles, and youth involvement.
- [Changes Adopted](https://support.pears.io/engage/pse-site-activities/changes.md): Record PSE changes adopted at a site, including reach data, data sources, and demographic breakdowns.
- [Effectiveness](https://support.pears.io/engage/pse-site-activities/effectiveness.md): Record whether you are evaluating individual-level effectiveness for PSE work at a site, and the assessment tools used to measure it.
- [Recognition](https://support.pears.io/engage/pse-site-activities/recognition.md): Record any recognition received for a PSE Site Activity, including awards, renewals, and media coverage.
- [Sustainability](https://support.pears.io/engage/pse-site-activities/sustainability.md): Document sustainability planning for a PSE Site Activity, including sustainability mechanisms, policy levels, stakeholder groups, and assessment results.
- [Add Your Reflection](https://support.pears.io/engage/pse-site-activities/reflection.md): Record your reflection on a PSE Site Activity, including assets, barriers, and lessons learned.
- [Choose a Setting for a PSE Site Activity](https://support.pears.io/engage/pse-site-activities/choose-a-setting.md): Guidance on selecting the appropriate PSE setting for a PSE Site Activity in PEARS.
- [Document Reach](https://support.pears.io/engage/pse-site-activities/reach.md): Understand how to document reach for a PSE Site Activity in PEARS.
- [Copy a PSE Site Activity](https://support.pears.io/engage/pse-site-activities/copy-a-pse-site-activity.md): Learn how to copy a PSE Site Activity to one or more sites in PEARS.
- [Mark a PSE Site Activity as Complete](https://support.pears.io/engage/pse-site-activities/mark-a-pse-site-activity-as-complete.md): Review completion requirements and mark a PSE Site Activity as complete in PEARS.
- [Delete a PSE Site Activity](https://support.pears.io/engage/pse-site-activities/delete-a-pse-site-activity.md): Learn how to delete a PSE Site Activity record in PEARS.
- [Export](https://support.pears.io/engage/pse-site-activities/export.md): Export PSE site activity data from PEARS as an Excel workbook.
- [Social Marketing Campaigns](https://support.pears.io/engage/social-marketing-campaigns.md): Track social marketing campaign planning, implementation, reach, and evaluation in PEARS.
- [Create a Social Marketing Campaign](https://support.pears.io/engage/social-marketing-campaigns/create-a-social-marketing-campaign.md): Enter general information to create a new social marketing campaign in PEARS.
- [Collaborators](https://support.pears.io/engage/social-marketing-campaigns/collaborators.md): Add collaborators to your social marketing campaign in PEARS.
- [Potential Reach](https://support.pears.io/engage/social-marketing-campaigns/potential-reach.md): Define market segments and estimate potential audience reach for your social marketing campaign.
- [Add Reach & Impressions by Channel](https://support.pears.io/engage/social-marketing-campaigns/channel-reach.md): Document the channels used in your social marketing campaign and their engagement metrics.
- [Evaluation](https://support.pears.io/engage/social-marketing-campaigns/evaluation.md): Record evaluation methods and results to measure your social marketing campaign's effectiveness.
- [Mark a Social Marketing Campaign as Complete](https://support.pears.io/engage/social-marketing-campaigns/mark-a-social-marketing-campaign-as-complete.md): Review all sections and mark your social marketing campaign as complete in PEARS.
- [Delete a Social Marketing Campaign](https://support.pears.io/engage/social-marketing-campaigns/delete-a-social-marketing-campaign.md): Learn how to delete a social marketing campaign in PEARS.
- [Copy a Social Marketing Campaign](https://support.pears.io/engage/social-marketing-campaigns/copy-a-social-marketing-campaign.md): Copy an existing social marketing campaign to create a new one with pre-filled data.
- [Export](https://support.pears.io/engage/social-marketing-campaigns/export.md): Export social marketing campaign data from PEARS as an Excel workbook.
- [Indirect Activities](https://support.pears.io/engage/indirect-activities.md): Track and report on indirect education activities and their reach through various channels in PEARS.
- [Create an Indirect Activity](https://support.pears.io/engage/indirect-activities/create-an-indirect-activity.md): Learn how to create a new indirect activity record in PEARS.
- [Collaborators](https://support.pears.io/engage/indirect-activities/collaborators.md): Learn how to add collaborators to an indirect activity in PEARS.
- [Add Channels](https://support.pears.io/engage/indirect-activities/add-channels.md): Learn how to add intervention channels and reach data to an indirect activity in PEARS.
- [Mark an Indirect Activity as Complete](https://support.pears.io/engage/indirect-activities/mark-an-indirect-activity-as-complete.md): Learn how to mark an indirect activity as complete in PEARS.
- [Edit an Indirect Activity](https://support.pears.io/engage/indirect-activities/edit-an-indirect-activity.md): Learn how to edit an indirect activity record in PEARS.
- [Delete an Indirect Activity](https://support.pears.io/engage/indirect-activities/delete-an-indirect-activity.md): Learn how to delete an indirect activity record in PEARS.
- [Export](https://support.pears.io/engage/indirect-activities/export.md): Export indirect activity data from PEARS as an Excel workbook.
- [Partnerships](https://support.pears.io/engage/partnerships.md): Track formal partnerships with organizations, including entity types, assistance exchanged, events and meetings, and evaluation of the relationship.
- [Create a Partnership](https://support.pears.io/engage/partnerships/create-a-partnership.md): Enter partnership details including the organization name, program areas, entity type, assistance exchanged, and intervention types.
- [Collaborators](https://support.pears.io/engage/partnerships/collaborators.md): Add collaborators to your partnership record to give other PEARS users access to it and to track who contributes to the partnership.
- [Add Events](https://support.pears.io/engage/partnerships/add-events.md): Record events and meetings associated with the partnership, including name, date, attendance, and purpose.
- [Evaluation](https://support.pears.io/engage/partnerships/evaluation.md): Evaluate the partnership by selecting the relationship depth, assessment tool, and documenting accomplishments and lessons learned.
- [Mark a Partnership as Complete](https://support.pears.io/engage/partnerships/mark-a-partnership-as-complete.md): Review completion requirements and submit the partnership record.
- [Delete a Partnership](https://support.pears.io/engage/partnerships/delete-a-partnership.md): Learn how to delete a partnership record in PEARS.
- [Copy a Partnership](https://support.pears.io/engage/partnerships/copy-a-partnership.md): Duplicate an existing partnership record to save time when entering similar data.
- [Export](https://support.pears.io/engage/partnerships/export.md): Export partnership data from PEARS as an Excel workbook.
- [Import Partnerships](https://support.pears.io/engage/partnerships/import-partnerships.md): Import partnership records in bulk from a spreadsheet file in PEARS, including action plan links and collaborators.
- [Coalitions](https://support.pears.io/engage/coalitions.md): Track coalition membership, meetings, engagement levels, and SNAP-Ed influence within your reporting period.
- [Create a Coalition](https://support.pears.io/engage/coalitions/create-a-coalition.md): Create a new coalition record by entering its name, unit, program areas, assistance details, and intervention types.
- [Collaborators](https://support.pears.io/engage/coalitions/collaborators.md): Add collaborators to your coalition record to give other PEARS users access to it and to track who contributes to or assists with coalition activities.
- [Add Members](https://support.pears.io/engage/coalitions/add-members.md): Add members to a coalition record, identifying their sector of influence, member type, site, and role.
- [Add Events](https://support.pears.io/engage/coalitions/add-events.md): Indicate whether the coalition held events during the reporting period and log meeting details.
- [Evaluation](https://support.pears.io/engage/coalitions/evaluation.md): Evaluate the coalition's relationship depth, active engagement, SNAP-Ed influence, and accomplishments.
- [Mark a Coalition as Complete](https://support.pears.io/engage/coalitions/mark-a-coalition-as-complete.md): Review all required fields and mark a coalition record as complete.
- [Delete a Coalition](https://support.pears.io/engage/coalitions/delete-a-coalition.md): Learn how to delete a coalition record in PEARS.
- [Copy a Coalition](https://support.pears.io/engage/coalitions/copy-a-coalition.md): Duplicate an existing coalition record, choosing which sections to carry forward.
- [Export](https://support.pears.io/engage/coalitions/export.md): Export coalition data from PEARS as an Excel workbook.