Overview
Select a curated PeopleGraph tag, preview the contacts, and freeze the current members for a private presentation campaign.
Problem
Teams already curate contact groups in PeopleGraph and should not recreate those lists inside EngagementHub.
Solution
PeopleGraph exposes tags as audience segments and creates the final frozen contact snapshot on request.
How it works
A campaign manager selects PeopleGraph, chooses VIP Investors, reviews channel-ready counts, creates a snapshot, attaches it to a private presentation event, and sends delivery instructions through EmailHub and PulseGate.
Who is this for
Relationship Management
Marketing
Executive Events
Expected outcomes
- Reuse curated contact tags
- Avoid manual CSV transfers
- Know exactly who was invited
Key metrics
Manual contact imports per campaign
10 count
0 count
Duplicate invite rate
8 %
1 %
VIP registration rate
0 %
50 %
Gallery
Downloads & templates
Security impact
- PeopleGraph tag ID, snapshot reference, contact identifiers, event registration, and delivery correlation data · PII: External contact names and permitted email or phone fields
Compliance
- Provider-controlled field release
- Suppression checked before delivery
- Audience snapshot access restricted
Availability & next steps
Free
Growth
Business
Enterprise