Overview
Group news, announcements, events, promotions, placements, audiences, goals, dates, and communication instructions under one business objective.
Prerequisites
- Content and campaign permissions granted
- Business objective and owner identified
Permissions required
Steps (6)
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1
Create the campaign brief
Set campaign name, objective, owner, team, dates, main message, CTA, expected result, optional budget, target value, and tags.
Tips
Validation
Success criteria
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2
Build the audience plan
Add one or more provider segments, supply parameters, preview counts, define any exclusions, and decide which stages use live rules or frozen snapshots.
Tips
- Use frozen snapshots for dispatches and live rules for portal visibility.
Validation
Success criteria
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3
Attach campaign content
Create or link news, announcements, events, promotions, banners, and customer placements. Assign each asset a campaign stage and planned date.
Tips
Validation
Success criteria
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4
Configure channel instructions
Choose which stages request in-app, email, WhatsApp, SMS, or voice delivery. EngagementHub records instructions and publishes events; delivery apps remain responsible for sending.
Tips
Validation
Success criteria
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5
Review and launch
Validate content approvals, schedules, provider snapshots, audience counts, event dates, promotion expiry, and required integrations before launch.
Tips
Validation
- The launch readiness check reports no missing approval, audience, schedule, or destination.
Success criteria
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6
Measure and close
Track reach, views, clicks, registrations, attendance, claims, enquiries, reservations, conversions, goal progress, and channel outcomes. Close or archive the campaign when complete.
Tips
Validation
Success criteria
- All assets and results remain linked to the campaign for audit and reporting.
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.