Engagement Hubs
Engagement Hubs let you group and share content, mutual action plans, or both with external recipients — either as a general resource or account-specific. Popular use cases include:
- Sales — Targeted accounts, post demo/discovery call follow-up, proposal/deal rooms
- Customer Success — Onboarding, QBR/EBR resources, renewal conversations
- Marketing — Event/conference follow-up, campaigns, product content
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Adding Engagement Hubs
Depending on how your team uses Engagement Hubs, you can share an existing one as-is or add your own.
Customizing Engagement Hubs
Whether you're sharing content, mutual action plans, or both — everything is organized through tabs.
Adding Tabs
Content Tabs
Plan & Dashboard Tabs
Tasks can be assigned to teams and members. Manage them from the Teams and Members tab.
Sharing Engagement Hubs
Share an Engagement Hub the same way you'd share any other content in Enablix — view all sharing options.
Does your Engagement Hub include plans? For an external recipient to update a task, they must be added as a member and identified. How they're identified depends on how the hub was shared:
- Shared securely (recommended) — The recipient is prompted to enter their email before viewing. If they were added as a member, they're automatically identified. View secure sharing options.
- Not shared securely — The recipient clicks the link to view the hub. To be identified as a member and update tasks, they must click Sign In in the upper right and enter their email.
Tracking Activity
Since Engagement Hubs are shared like any other content in Enablix, activity is tracked the same way. In addition, Engagement Hubs give you:
- Total time spent — How long recipients spent on the Engagement Hub
- Content views — Which content was viewed, time spent per item, and downloads
- Sender detail clicks — Clicks on things like your LinkedIn profile or meeting link
Have a question? Reach out to us at help@enablix.com — our support team is here to help.