Overview
Publish a limited offer with eligibility, expiry, claim rules, limits, terms, and conversion tracking.
Prerequisites
- Promotion terms approved
- Claim destination or enquiry workflow available
Permissions required
Steps (6)
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1
Define the offer
Enter the offer title, description, related project or unit reference, value statement, CTA, terms, eligibility notes, and optional promotion code.
Tips
Validation
Success criteria
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2
Configure lifecycle
Set starts_at, expires_at, claim opening/closing times, active claim limit, per-customer limit, and automatic expiry behaviour.
Tips
Validation
Success criteria
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3
Apply eligibility audience
Select a live provider segment for portal visibility or a frozen snapshot for a one-time outbound promotion. Supply parameters when the segment requires a project, status, tag, or list.
Tips
Validation
Success criteria
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4
Configure claim handling
Choose claim, enquiry, reservation, callback, or external CTA. Set whether claims require review and what duplicate or exhausted-limit response is shown.
Tips
Validation
Success criteria
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5
Approve and publish
Submit the promotion, approve its terms and visibility, then publish immediately or schedule it.
Tips
Validation
Success criteria
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6
Review performance
Monitor views, CTA clicks, claims, rejected claims, limit usage, enquiries, reservations, and expiry.
Tips
Validation
Success criteria
- The promotion automatically stops accepting claims and disappears where configured after expiry.
About this guide
EngagementHub gives organizations one governed backend for news, announcements, events, promotions, and coordinated campaigns. A shared content engine keeps titles, summaries, bodies, media, categories, tags, calls to action, related records, placements, visibility, and publication status consistent across every content type.
Teams can plan campaigns around a business objective, connect news, announcements, events, promotions, and communication instructions, then move content through draft, review, approval, scheduling, publication, expiry, and archive states. Events support registration, capacity, waitlists, approvals, reminders, check-in, attendance, feedback, and follow-up. Promotions support eligibility, claims, redemption, limits, terms, and automatic expiry.
Audience targeting uses the platform pattern already shared by PeopleGraph and ProspectLayer. EngagementHub discovers installed apps that declare audience-provider capability, requests each app’s segment catalog, collects any required segment parameters, previews the match, and asks the selected source app to create a frozen snapshot. AccessGuard can expose account segments, HomeBridge can expose parameterized property audiences, PeopleGraph can expose tags, and ProspectLayer can expose lists. EngagementHub never needs direct knowledge of another app’s database.
ProjectBoard supplies project truth, FileVault supplies secure files, HomeBridge exposes the customer experience, AccessGuard handles identity and in-app notification records, EmailHub sends email, and PulseGate sends SMS, WhatsApp, and voice. EngagementHub owns the content, campaign plan, audience reference, schedule, publication lifecycle, and performance record.