Overview
Use the unified calendar and queues to control when content appears, changes state, expires, or opens and closes customer actions.
Prerequisites
- Workspace time zone configured
- Scheduler cron enabled
Permissions required
Steps (6)
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1
Open the publication calendar
View news, announcements, events, promotions, campaign milestones, registration windows, and expiry dates by day, week, or month.
Tips
Validation
Success criteria
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2
Schedule a publication
Set publish_at and optional unpublish_at. For promotions, set starts_at and expires_at; for events, set registration_open_at and registration_close_at.
Tips
Validation
Success criteria
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3
Resolve conflicts
Review warnings for overlapping homepage banners, competing urgent notices, expired campaign assets, or events scheduled before registration opens.
Tips
Validation
Success criteria
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4
Approve scheduled content
Ensure content is approved before its scheduled time. Decide whether unapproved content fails, remains pending, or alerts a publisher.
Tips
Validation
Success criteria
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5
Monitor queues and retries
Review due, completed, failed, and retried scheduling jobs. Correct invalid states or integration failures without changing the original audit record.
Tips
Validation
Success criteria
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6
Verify customer visibility
Confirm content appears and disappears in the intended placements at the configured workspace time.
Tips
Validation
Success criteria
- Publication and expiry transitions are recorded with actor, scheduler job, and timestamp.
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.