Engagement Pages Checklist
Essential Engagement Pages Tasks for Administrators
To deploy engagement pages for partners and customers, the Engagement Pages module must be properly configured and integrated with existing portal functionality. Engagement pages provide comprehensive content management and user experience customization through widget-based architecture and flexible sharing controls.
Foundation Setup
☐ Creating and Sharing Engagement Pages Create new engagement pages with appropriate layouts, navigation paths, and sharing configurations. Establish basic page structure including name, path, layout selection, and description. Configure sharing permissions with Security Roles and User Groups to control access across different user communities and organizational boundaries.
☐ Configuring Engagement Pages Configure comprehensive page settings including hero sections, banner customization, and visual presentation options. Set up text colors, interactive buttons, and branding elements that align with portal themes. Implement basic page configuration before adding widgets and advanced functionality.
Visual Enhancement and Branding
☐ Hero Section Configuration Configure banner or carousel hero sections to provide visual impact and branded page presentation. Set up banner images (optimal size 1920x400 pixels), custom headings (40 character maximum), and banner messages (90 character maximum). Configure text colors and interactive button functionality with custom targets and labels.
☐ Theme Integration Alignment Ensure engagement pages integrate seamlessly with existing portal themes and visual identity. Configure color schemes, typography, and visual elements that maintain consistency across the user experience while supporting page-specific branding requirements.
Widget Implementation and Configuration
☐ Content Integration Widgets Configure Articles, Collaterals, and Courses widgets to display dynamic content from existing portal modules. Set up display modes, sorting options, layout configurations, and filtering criteria that respect user permissions and provide relevant content access. Configure autoplay settings and content size limitations for optimal performance.
☐ Data and Analytics Widgets Implement Dashboard and FAQ widgets to provide users with business intelligence and self-service support capabilities. Configure dashboard selections that align with user access permissions and organizational reporting requirements. Set up FAQ display types including accordion, list, and panel formats for optimal information delivery.
☐ Interactive Functionality Widgets Configure Tiles widget to create navigational shortcuts and quick-access functionality. Set up tile titles, icon selection (including custom icon upload capabilities), URL configuration, and link target behaviors. Organize tiles strategically to support user workflow efficiency and portal navigation requirements.
☐ Media and Communication Widgets Implement Video, Twitter/X Timeline, and RSS Feed widgets for multimedia content delivery and external content integration. Configure video sources including YouTube/Vimeo and Document Library integration. Set up social media timeline display with theme alignment and height optimization. Configure RSS feed sources with post quantity management.
☐ Specialized Module Widgets Configure Events, Reward Program, and Key Contacts widgets that integrate with specific portal modules and user relationship management. Set up upcoming events displays, reward leaderboard and summary information, and key contact relationship mapping. Ensure widget configurations respect underlying module permissions and user access rights.
Permission Management and Security
☐ Role-Based Access Control Configure engagement page sharing to align with Security Role permissions and organizational access requirements. Set up user-based and role-based sharing configurations that ensure appropriate content visibility while maintaining security boundaries across different user communities.
☐ Widget Permission Integration Verify that all widget configurations respect underlying module permissions and user access controls. Ensure users only see widget content they have appropriate permissions to access, maintaining security consistency across engagement page experiences and portal-wide access management.
☐ Module License Coordination Coordinate widget availability with organizational module licenses to ensure users have access to appropriate functionality. Plan widget deployment based on licensed module capabilities and user community requirements for optimal resource utilization and user experience delivery.
User Experience Optimization
☐ Content Organization Strategy Design widget placement and content hierarchy that supports intuitive user navigation and efficient information discovery. Plan engagement page structure that aligns with user workflow requirements and business process optimization while maintaining visual appeal and functional accessibility.
☐ Navigation Integration Management Coordinate automatically generated navigation tabs with existing portal applications and user experience design. Configure tab placement and visibility across different applications to provide targeted engagement page access for specific user communities and use cases.
☐ Responsive Design Validation Test engagement page functionality across different devices, screen sizes, and user interaction patterns. Verify widget responsiveness, content accessibility, and performance optimization for desktop, tablet, and mobile user experiences.
Page Management and Maintenance
☐ Page Administration Tools Configure comprehensive page management capabilities including settings editing, cloning for template creation, preview functionality, and deletion management. Establish procedures for page versioning, template development, and content lifecycle management across organizational requirements.
☐ Widget Management Workflows Set up widget editing, reordering, and removal procedures that support ongoing content optimization and user experience enhancement. Establish processes for widget configuration updates, performance monitoring, and content source management as business requirements evolve.
☐ Content Update Procedures Establish procedures for maintaining engagement page content accuracy, relevance, and alignment with current business objectives. Plan regular content reviews, widget configuration optimization, and user engagement analysis to ensure continued effectiveness and value delivery.
Critical Implementation Considerations
Module Integration
Security Role Coordination: Configure engagement page permissions to align with overall portal security framework and user access management strategies across all integrated modules and content sources.
User Group Integration: Leverage User Group functionality for efficient engagement page sharing and access control that scales with organizational growth and community expansion requirements.
Module License Planning: Plan engagement page widget deployment based on available module licenses and organizational capability requirements to optimize resource utilization and user community value delivery.
Content Strategy
Page Architecture Planning: Design engagement page taxonomy and organization structure before creating individual pages to support scalable content management and user navigation optimization.
Widget Selection Strategy: Choose widgets that provide genuine value to target user communities while supporting business objectives and organizational workflow requirements for maximum engagement and effectiveness.
Permission Strategy Balance: Balance content accessibility with security requirements across different user types and organizational boundaries while maintaining appropriate access controls and data protection standards.
User Experience Design
Navigation Design Integration: Configure engagement pages to support intuitive content discovery and user workflow efficiency across different user personas and community requirements.
Performance Optimization: Balance visual impact and widget functionality with page loading performance to ensure optimal user experience across different technical environments and user access patterns.
Content Personalization: Leverage permission-based visibility and user-specific content display to provide personalized engagement page experiences while maintaining consistent page structure and design standards.
Best Practices Summary
Planning Phase
- Design engagement page structure and widget taxonomy before implementation to support scalable content management and user experience optimization
- Plan sharing and permission strategies to align with organizational security requirements and user community access patterns
- Map widget deployment to existing module functionality and user workflow requirements for maximum value delivery and integration effectiveness
Implementation Phase
- Start with basic engagement pages and expand widget functionality gradually based on user feedback and engagement analytics to ensure sustainable adoption and value realization
- Test sharing permissions and widget configurations across different user types and scenarios to validate security boundaries and user experience consistency
- Implement preview and validation procedures to ensure optimal page presentation and functionality before broad user deployment and community engagement
Ongoing Management
- Monitor engagement page analytics and user interaction patterns to optimize widget configurations and content strategy for continued effectiveness and value delivery
- Regular review of sharing permissions and access control effectiveness to maintain security alignment with organizational policies and user role changes
- Maintain consistent content quality and relevance standards across engagement pages while supporting evolving business objectives and user community requirements
Engagement Pages provide essential content management and user experience capabilities that support personalized portal experiences, efficient information delivery, and community engagement through flexible, secure, and user-friendly page creation and management systems.
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