Engagement Hubs
Engagement Hubs allow you to group and share just content and or mutual action plans with external recipients. They can be general 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
Adding Engagement Hubs
Depending on how your team use Engagement Hubs, you can share-as is [jump to] or add your own:
Customizing Engagement Hubs
Whether you're sharing just content, just mutual action plans, or both, you do so through tabs.
Adding Tabs
Content Tabs
Plan Tabs
Shown in the video, tasks can be assigned to teams and members. Manage them from the Teams and Members tab.
Sharing Engagement Hubs
You share an Engagement Hub just like you would any other content in Enablix. Browse all sharing options.
Does your Engagement Hub include plans? For an external recipient to be able to update a task, they must be:
- Added as a member
- Identified as a member
How a recipient is identified depends on how the Engagement Hub was shared:
- Shared securely (recommended) The recipient is prompted to enter their email before viewing the Engagement Hub. If they were added as a member, they're automatically identified. Browse all secure sharing options.
- Not shared securely The recipient clicks the link to view the Engagement Hub. To be identified as a member and update tasks, they must click Sign In in the upper-right corner and enter their email.
Tracking Activity
Since Engagement Hubs are shared like any other content in Enablix, activity is tracked the same. In addition, you see:
- Total time spent on the Engagement Hub
- Content views Which content was viewed and time spent per item (including downloads)
- Sender detail clicks Such as LinkedIn profile or meeting link clicks