Engage - About Universal Search in the Engage App

Introduction

This guide explains how to use the search functionality in your employee benefits app. Step-by-step instructions are included on how to use the search complete with tips and best practice. Frequently Asked Questions are also included, information in this article is useful for anyone using the Engage App. 

Overview

Search helps you quickly find relevant content including retailers, articles, smart pages, rewards, and wellbeing resources. The search experience is tailored to your specific scheme, meaning you'll only see results for the products and features that have been activated for your organization.

Prerequisites

• Active account with access to the Engage app
• Your scheme must have at least one product activated (Discounts, Communications, Rewards and Recognition, or Wellbeing)

No specific Reward Manager (RM) roles are required to use the search feature. All app users can access search functionality based on their scheme's activated products.

Step-by-step Instructions

The content available in your search results depends on which products are activated for your scheme:

• Discounts – Retailer listings and discount offers
• Communications – Blog articles and Smart Pages
• Rewards and Recognition – Reward marketplace items
• Wellbeing – Wellbeing content and resources

Accessing Search

1. Open the Engage app
2. Tap the Search icon (located at the bottom of the screen)
3. The search screen will open, displaying trending retailers and your recent searches if such are available

Performing a Search

1. Tap the search bar at the top of the screen
2. Begin typing your search query
3. Results will appear automatically as you type (real-time search)
4. Scroll down to view more results – additional content loads automatically as you scroll (infinite scroll)
5. Tap any result to view its full details

Before you start typing, you can:

View Trending Retailers

• See popular retailers within your scheme
• Tap any trending retailer to view their offers

Access Recent Searches

• View your last 5 search queries
• Tap a recent search to re-run that query
• Tap the Remove icon to remove your history

Understanding Search Results

Autocorrect and Fuzzy Matching

• If you misspell a word, the search will automatically correct it
• You'll see results for the corrected query
• The corrected term will be displayed at the top of results

No Results Found

• If your search doesn't return any results, you'll see:
  • Suggestions to refine your search query
  • An option to contact support for assistance

Tips and Best Practices

• Start with simple keywords – The search is keyword-based, so using 1-2 specific words often works better than long phrases.
• Use specific terms – Search for brand names, product categories, or specific topics for more targeted results.
• Try different keywords – If you don't find what you're looking for, try alternative terms (e.g., "fitness" instead of "gym" or "groceries" instead of "food shopping")
• Check your spelling – While autocorrect helps, starting with correct spelling gives faster results. 
• Use specific terms – Search for brand names, product categories, or specific topics for more targeted results.
• Scroll to explore – Don't stop at the first few results; more content loads as you scroll down.
• Review recent searches – Save time by reusing previous queries for frequently searched items.

Frequently Asked Questions

Why don't I see certain types of content in my search results?
Search results are based on the products activated for your scheme. If you don't see blog articles, rewards, or wellbeing content, those products may not be available to you.

How many recent searches are saved?
The app stores your last 5 search queries. When you perform a 6th search, the oldest query is automatically removed.

Can I turn off the autocorrect feature?
No, autocorrect is built into the search to provide the best possible results even when queries contain typos.

How do I clear my recent searches?
Click on the Remove button next to your recent searches.

What are trending retailers?
These are retailers that are popular or frequently accessed by members of your scheme. Trending retailers may change over time based on usage patterns.