Engagement Hubs
Overview
Branded content hubs used to share content or plans with prospects and customers—popular for digital sales rooms and onboarding plans:
Common Question: What's the difference between Engagement Hubs and Microsites?
- Microsites Share content only
- Engagement Hubs Share content and/or plans, allows prospects and customers to add notes and files
Adding Engagement Hubs and Tabs
Adding a brand new Engagement Hub
- From the homepage, click Add and select Engagement Hub
Copying an existing Engagement Hub
- Open an Engagement Hub, then from the top tool bar select Make a Copy
Note: If your organization has already added Engagement Hubs, we recommend copying an existing one to maintain consistent branding. Learn how to designate templates.
Once you've added your Engagement Hub, click Manage tabs to:
- Add tabs - either adding them brand new or adding them from a template
- Tabs can either be content, plans, or dashboards
- Rename, rearrange, or hide tabs (not visible to prospects and customers)
Content Tabs
Used to share content:
Plan Tabs
Used to share plans:
- Anyone with access to the Engagement Hub can view all tabs, including plan tabs and tasks
- Only identified external recipients* can add notes or files (for tracking purposes)
- Only assigned task owners can mark tasks as in progress or complete
Common Question: How are external recipients identified?
- If sharing the Engagement Hub securely, the external recipient is prompted to enter in their email so they are automatically identified (how to share securely)
- If you're not sharing the Engagement Hub securely, in the top-right hand corner the external recipient must click Sign In and enter their email to be identified
Dashboard Tabs
If using plan tabs, used to display statuses: