Overview
Review performance, goal progress, audience snapshots, event attendance, promotion claims, conversions, and exportable audit data.
Prerequisites
- Tracking enabled
- At least one published content item or launched campaign
Permissions required
Steps (6)
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1
Choose the reporting level
Open content, event, promotion, campaign, audience, placement, or delivery reporting.
Tips
Validation
Success criteria
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2
Set filters and attribution window
Filter by dates, campaign, content type, project, audience source, segment, placement, channel, status, or owner.
Tips
Validation
Success criteria
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3
Review engagement
Compare impressions, unique viewers, views, clicks, CTA clicks, downloads, registrations, attendance, claims, enquiries, and conversions.
Tips
Validation
Success criteria
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4
Review audience and delivery
Inspect provider snapshot counts, exclusions, reachable channel counts, delivery outcomes, and consent or invalid-address suppression where supplied.
Tips
Validation
Success criteria
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5
Review goal progress
Compare campaign targets against actual registrations, attendance, claims, enquiries, reservations, revenue references, or custom conversion events.
Tips
Validation
Success criteria
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6
Export and audit
Export permitted CSV reports and open the audit timeline for content changes, approvals, publication, snapshots, communication instructions, and administrative actions.
Tips
Validation
Success criteria
- Reports can be reproduced from stable filters and retained snapshot references.
About this guide
EngagementHub gives organizations one governed backend for news, announcements, events, promotions, and coordinated campaigns. A shared content engine keeps titles, summaries, bodies, media, categories, tags, calls to action, related records, placements, visibility, and publication status consistent across every content type.
Teams can plan campaigns around a business objective, connect news, announcements, events, promotions, and communication instructions, then move content through draft, review, approval, scheduling, publication, expiry, and archive states. Events support registration, capacity, waitlists, approvals, reminders, check-in, attendance, feedback, and follow-up. Promotions support eligibility, claims, redemption, limits, terms, and automatic expiry.
Audience targeting uses the platform pattern already shared by PeopleGraph and ProspectLayer. EngagementHub discovers installed apps that declare audience-provider capability, requests each app’s segment catalog, collects any required segment parameters, previews the match, and asks the selected source app to create a frozen snapshot. AccessGuard can expose account segments, HomeBridge can expose parameterized property audiences, PeopleGraph can expose tags, and ProspectLayer can expose lists. EngagementHub never needs direct knowledge of another app’s database.
ProjectBoard supplies project truth, FileVault supplies secure files, HomeBridge exposes the customer experience, AccessGuard handles identity and in-app notification records, EmailHub sends email, and PulseGate sends SMS, WhatsApp, and voice. EngagementHub owns the content, campaign plan, audience reference, schedule, publication lifecycle, and performance record.