Overview
Use approval states, comments, immutable published versions, comparisons, and restoration without losing audit history.
Prerequisites
- Editorial workflow enabled
- Separate editor and publisher roles recommended
Permissions required
Steps (6)
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1
Create or edit a draft
Save content as a draft. Each meaningful save creates or updates a draft revision according to workspace settings.
Tips
Validation
Success criteria
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2
Submit for review
Lock the submitted revision for review and include an optional change summary.
Tips
Validation
Success criteria
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3
Review and comment
Review content, media, audience, placement, schedule, legal terms, and CTA. Approve, reject, or request changes with comments.
Tips
Validation
Success criteria
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4
Publish an approved revision
Publish only the approved revision. A later edit creates a new draft and does not silently change the live version.
Tips
Validation
Success criteria
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5
Compare versions
Compare field, media, audience, placement, and scheduling changes between revisions.
Tips
Validation
Success criteria
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6
Restore an older version
Copy an older version into a new draft, review it, and publish through the normal workflow. Do not overwrite historical versions.
Tips
Validation
Success criteria
- Published history remains complete and the restored content has a new audited revision.
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.