Engagement Hubs

Engagement Hubs

Group content and, optionally, Mutual Action Plans to share with external recipients. Engagement Hubs are built on tabs, and each tab can display content, a plan, or a dashboard.

Here’s how Engagement Hubs compare to Content Kits and Microsites:

Engagement Hubs are popular for:

• Offerings: Highlighting general offerings or a specific solution or service
• Accounts and opportunities: Personalizing content and plans throughout the customer journey, like call recordings, proposals, and renewals

Adding an Engagement Hub

1. Start a new Engagement Hub or copy an existing one:
   • New: From the Home page, click Add and select Engagement Hub. Enter a title and select a Content Type.
   • Existing: Open an existing Engagement Hub and select Make a Copy.
2. (Optional) Customize the sender details.
3. Add tabs.
4. Add content or plans to each tab.
5. Choose a save option:
   • Save as My Content: Only you, admins, and any collaborators you add can access the Engagement Hub.
   • Request Approval: Send the Engagement Hub to an admin for review. Once approved, it’s available to all Enablix users.
   • Publish (admin only): Make the Engagement Hub available to all Enablix users immediately.

Customizing Sender Details (optional)

Click the pencil icon in the top-left corner of the header, then update any of the following:

• Show Sender: Display your user details, like your profile picture, job title, and contact information.
• Show Message: Display a personalized greeting above your user details.
• Sender style: Click the pencil icon to the right of Sender to update the message’s font, size, color, and alignment, and choose which user details to show.

Managing Tabs

Tabs are the foundation of an Engagement Hub. Each tab has a type, which determines what it displays:

• Content: Content for recipients to view, like on a Microsite
• Plan: A Mutual Action Plan with sections and tasks
• Dashboard: [What a dashboard tab shows]

To manage tabs, click Manage Sections. From there, you can:

• Add a new tab: Click the + icon, enter a tab name, and select a tab type.
• Add a tab from a template: Click Select Tabs from Templates.
• Rename a tab: Click the pencil icon. You can’t change a tab’s type after it’s added.
• Delete a tab: Click the x icon.
• Reorder tabs: Drag and drop using the three horizontal bars.

Managing Content Tabs

Open the tab and click the pencil icon under the tab on the left. Then, use the Assets toolbar or the options to the right of each piece of content:

• Add content: Select Select Existing Asset to add content already in Enablix, or Add New Asset to add something new.
• Reorder content: Select Reorder Assets and drag and drop content into place.
• Remove content: Click the trash can icon.
• Control downloads: For files, click Asset Link Settings to the right of the content.
• Change the layout: From the asset toolbar, click Change Layout.

Managing Plan Tabs

Plan tabs are organized into sections, with tasks inside each section.

Sections

• Add a section: Click Add New Section, or click Select Sections from Templates to reuse one.
• Edit a section: Click the pencil icon to the right of the section name.
• Delete a section: Click the trash can icon to the right of the section name.
• Reorder sections: Click Reorder Section to the right of Select Sections from Templates.

Tasks

• Add a task: Click Add New Task, or click Select Task from Templates to reuse one.
• Edit a task: Click into the task.
• Delete a task: Click into the task, then click Delete in the top-right corner.
• Reorder tasks: Drag and drop using the three horizontal bars.

Assigning Task Owners

Tasks can be assigned to an individual member or a team. Before assigning tasks, add members and, optionally, teams in the Teams and Members tab:

• Member (required): Select internal or external, enter the required information, and optionally select a color or add an icon. Members can belong to a team.
• Team (optional): Enter a name and initials, and optionally select a color or add an icon.

We’re here to help. Contact help@enablix.com anytime.