Overview
Create a campaign with objectives, goals, channels, linked content, audience snapshots and staged execution records.
Prerequisites
- Campaign management permission
- Content and audience records ready to link
Permissions required
Steps (6)
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1
Open Campaigns and create a campaign with type, objective and active dates
Open Campaigns and create a campaign with type, objective and active dates.
Tips
Validation
Success criteria
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2
Add measurable campaign goals
Add measurable campaign goals.
Tips
- Use goal metrics that can be reconciled from EngagementHub analytics and attribution events.
Validation
Success criteria
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3
Configure campaign channels and link content assets
Configure campaign channels and link content assets.
Tips
Validation
Success criteria
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4
Attach one or more ready audience snapshots
Attach one or more ready audience snapshots.
Tips
Validation
Success criteria
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5
Define campaign stages and timing rules
Define campaign stages and timing rules.
Tips
Validation
- The campaign detail shows goals, channels, assets, audiences and stages.
Success criteria
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6
Move the campaign through its configured status actions and monitor runs and analytics
Move the campaign through its configured status actions and monitor runs and analytics.
Tips
Validation
Success criteria
- Campaign lifecycle, stage runs and performance records are available for reporting.
About this guide
EngagementHub gives workspace teams one governed system for news, announcements, events, promotions and coordinated campaigns. Content shares a common publishing model for titles, summaries, bodies, categories, tags, calls to action, media references, attachments, visibility, placements, related records, versions and publication state.
Editorial work moves through configurable review and approval steps before immediate or scheduled publication. The publication engine maintains schedules, expiry, feed indexing and per-viewer feed state. Events add occurrences, registration windows, capacity, waitlists, attendance, reminders and feedback. Promotions add codes, claims and claim lifecycle records. Campaigns add goals, channels, assets, stages, runs and measurable outcomes.
Audience targeting is provider-driven. EngagementHub discovers applications that advertise the audience-provider contract, loads catalogues and categories, establishes least-privilege provider access, and freezes returned members into reproducible snapshots. Secure media is delegated to the configured file-storage provider, while queued communication requests are handed to the configured notification-routing provider.
For application interoperability, EngagementHub exposes a canonical capability runtime across Handler, RCP and Bridge v2, implements the eight-operation ContextResolver contract, publishes domain events through the platform EventBus, consumes trusted project-reference and email-delivery events, and supports signed outbound webhooks with retries and delivery logs.