Overview
Create an inspection, launch, briefing, webinar, or ceremony with registration, capacity, waitlist, reminders, check-in, and follow-up.
Prerequisites
- Event placements enabled
- Registration policy decided
- Optional audience provider and delivery apps connected
Permissions required
Steps (7)
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1
Create event details
Enter event type, title, description, time zone, start/end times, physical or virtual mode, venue or meeting link, host, instructions, and related project.
Tips
Validation
Success criteria
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2
Configure registration
Choose whether registration is required, set open/close times, capacity, guest allowance, approval requirement, cancellation window, and RSVP questions.
Tips
Validation
Success criteria
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3
Configure capacity and waitlist
Enable automatic waitlisting when capacity is reached and choose whether freed spaces are offered automatically or require manual approval.
Tips
Validation
Success criteria
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4
Select audience and publish
Choose visibility and invitation audiences. Preview provider counts, create a frozen invitation snapshot at launch, and publish the event.
Tips
Validation
- The event page, registration form, capacity, and snapshot reference are correct.
Success criteria
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5
Operate reminders and changes
Set confirmation, reminder, reschedule, cancellation, and final-instruction handoffs. Calendar download data should reflect the latest approved event schedule.
Tips
Validation
Success criteria
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6
Check in attendees
Use manual lookup, QR token, or guest-list check-in. Record attended, no-show, cancelled, rejected, and waitlisted statuses.
Tips
Validation
Success criteria
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7
Close and follow up
Close attendance, issue follow-up instructions, request feedback, and review registration, attendance, and no-show analytics.
Tips
Validation
Success criteria
- The event has a complete audited lifecycle from publication through attendance and follow-up.
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.