Engagement Hubs
- Overview & Use Cases
- Adding Engagement Hubs
- Customizing Engagement Hubs
- Sharing & Tracking Engagement Hubs
Overview & Use Cases
Engagement Hubs allow you to group and share multiple content items, mutual action plans, or both with prospects and customers.
- Sales — account targeting, post-call follow-up, and deal rooms
- Customer Success — onboarding, business reviews, and renewal conversations
- Marketing — event follow-up, campaigns, and product content
Engagement Hub is the feature, but names can be customized to fit your use cases — commonly referred to as deal rooms, onboarding plans, and more.
Adding Engagement Hubs
Share as-is — jump to sharing — or add one starting from an existing Engagement Hub or from scratch.
Customizing Engagement Hubs
To edit and customize an Engagement Hub, you must either be the owner or added as a collaborator.
Sharing & Tracking Engagement Hubs
Sharing Engagement Hubs
You share Engagement Hubs like you would any other content with prospects and customers. [See all sharing options]
Sharing an Engagement Hub with mutual action plans? Task owners must identify themselves to update statuses, add notes, or attach files. Share the hub securely so they're prompted to enter their email when they first click on the link — or they can click Sign In later to do so.
Tracking Engagement Hubs
When prospects and customers view your shared Engagement Hub, you get additional engagement data on:
- Total time spent on the Engagement Hub
- Time spent on individual content items
- If it was downloaded (if applicable)
- If any sender information was clicked such as LinkedIn profile or calendar link (if applicable)
[See all engagement tracking options]
Need help getting started? Join an Enablix walkthrough — live or on demand — or reach out to us at help@enablix.com.