Configuring Engagement Pages

Administrators can configure engagement pages with comprehensive customization options that provide diverse capabilities through widget integration, visual enhancement through hero sections, and granular permission management. The configuration process enables creation of tailored user experiences that integrate seamlessly with existing Magentrix modules while maintaining security boundaries and organizational requirements.

Engagement Pages configuration supports flexible content presentation through a widget-based architecture that automatically respects user permissions and module licenses, ensuring users see only content they have appropriate access to while delivering engaging, functional page experiences.

Requirements

To configure engagement pages, users must be assigned a security role with the following permissions:

Administrator system role

Basic Page Configuration

Accessing Configuration Options

1. Navigate to Engagement Pages

1. In the Setup Home page, click Create > Engagement Pages
2. Click on the engagement page you want to modify
3. Click the kebab dropdown button (three dots) and then Edit Settings

Page Settings Configuration

Configure the fundamental properties that define page structure and behavior:

Name: Enter the name of the page. This name will be visible to end users in navigation elements, page titles, and search results throughout the portal.

Path: Enter the permanent link of the page. This creates the URL path that users will access to reach the engagement page. Use descriptive, SEO-friendly paths that align with your content organization and user expectations.

Layout: Choose the structural layout for your engagement page content presentation:

• Single Column: Full-width layout that maximizes content display space and provides streamlined user focus
• Single Column with Sidebar: Main content area with additional sidebar space for secondary widgets, navigation elements, and supplementary information

Description: Optionally add a description of the page. This internal description helps administrators understand the page's purpose, target audience, and content strategy for future management and maintenance activities.

Apply Configuration: Click Save to save your page setting changes and implement the structural modifications.

Hero Section Configuration

Adding Visual Impact

On the top of the page, visual enhancement can be added by clicking + Add Hero. Configure the Hero Type setting to select the presentation style that best aligns with your page objectives and visual design requirements.

Hero Type Options

Carousel Configuration: If Carousel is selected, choose from existing carousels configured in your portal. This option provides dynamic content rotation and visual variety for users accessing the engagement page.

Banner Configuration: If Banner is selected, configure comprehensive visual and interactive settings for maximum customization and brand alignment:

Banner Visual Settings

Banner Image: Select the banner image that will be displayed at the top of the page. Preferred image size is 1920x400 pixels for optimal display quality and loading performance. If no image is selected, the portal's theme's default hero image will be displayed automatically.

Banner Heading: Enter the main heading of the banner. Maximum 40 characters will be displayed to ensure optimal visual presentation and readability across different screen sizes and devices.

Banner Message: Add a banner description with a maximum of 90 characters that will be shown under the headline within the banner slide. This provides additional context and value proposition for page visitors.

Text Color: Choose the text color from the integrated color picker or enter its hex color code directly. This ensures proper contrast with the banner image and maintains brand color consistency across your portal.

Interactive Button Configuration

Banner First Button: Configure primary call-to-action functionality by selecting button behavior and target destination:

• Select predefined targets for common actions within your portal
• Choose Custom to enter specific button label and target URL for external links or specialized functionality
• Configure button appearance to align with your brand guidelines and user experience objectives

Banner Second Button: Configure secondary action functionality with the same customization options as the first button, enabling multiple user pathways and engagement opportunities from the hero section.

Finalize Hero Configuration

Click Apply to save your hero section changes and implement the visual enhancements across the engagement page.

Widget Management

Adding Widgets to Engagement Pages

On the page layout, comprehensive functionality can be added through widget integration. Click Add Widget, select the desired widget from the Components panel, and then click Add. Widget availability depends on your organization's module licenses and configuration.

Widget Configuration Options

Depending on the selected widget, a specialized configuration dialog will appear with widget-specific settings and customization options:

Content Integration Widgets

Articles Widget

This widget displays article content with flexible presentation and filtering options:

Display Mode: Select content presentation approach:

• Article Type: Display all posts from a specific article type with unified presentation
• Article List: Display content from predefined article lists with custom organization

Article / Article List Selection: Choose the specific article type or article list that will be displayed to users, ensuring content relevance and appropriate access control.

Sort By: Select the sorting method for content presentation:

• Most Recent: Display newest content first for timely information delivery
• Most Popular: Display highly-engaged content first for user interest optimization
• Alphabetical: Display content in alphabetical order for easy navigation

Layout: Select the visual presentation format:

• Posts List: Traditional list format with title, summary, and metadata
• Card Layout: Visual card presentation with enhanced image and content preview
• Grid View: Organized grid presentation for efficient content scanning

Click Apply to implement article widget configuration.

Collaterals Widget

This widget displays a carousel of resource collection collaterals with dynamic content rotation:

Click the Edit icon to access comprehensive configuration options:

Collateral Type: Select content prioritization method:

• Most Recent: Display newest collateral uploads for current content delivery
• Most Popular: Display highly-accessed collateral for user engagement optimization

Resource Collection: Optionally filter content by selecting a specific resource collection to display only relevant collateral for targeted user experiences.

Autoplay: Enable automatic content rotation to showcase multiple collaterals without user interaction, enhancing content discovery and engagement.

Collateral Size: Select the maximum number of displayed collaterals to optimize page loading performance while ensuring comprehensive content presentation.

Click Apply to implement collateral widget configuration.

Courses Widget

This widget displays learning content through carousel presentation with educational focus:

Click the Edit icon to configure learning content options:

Title: Optionally enter a descriptive title that appears above the widget to provide context and improve user navigation.

Course Type: Select educational content focus:

• Courses: Display individual course offerings with enrollment and progress tracking
• Learning Paths: Display structured learning sequences with comprehensive skill development

Course Category: Optionally filter content by selecting a specific category to display only courses or learning paths relevant to targeted learning objectives and user needs.

Autoplay: Enable automatic content rotation to highlight multiple learning opportunities and encourage user exploration of available educational resources.

Click Apply to implement course widget configuration.

Data and Analytics Widgets

Dashboard Widget

This widget displays preconfigured report dashboards with comprehensive analytics and business intelligence:

Dashboard Selection: Search and select an existing report dashboard that provides relevant metrics and insights for engagement page users.

Access Integration: Dashboard content automatically respects user permissions and security boundaries, ensuring users see only data they have appropriate access to review.

Click Apply to implement dashboard widget configuration.

FAQ Widget

This widget displays frequently asked questions with organized information delivery:

FAQ Selection: Choose the FAQ collection that will be displayed to provide users with self-service information and support resources.

Display Type: Select the presentation format for optimal user experience:

• Accordion: Collapsible format that allows users to expand specific questions while maintaining page organization
• List: Traditional list format with all questions and answers displayed for comprehensive review
• Panel: Enhanced panel presentation with improved visual organization and readability

Click Apply to implement FAQ widget configuration.

Content Creation Widgets

HTML Widget

This widget displays rich text content with comprehensive formatting and multimedia integration:

Rich Text Editor: Use the integrated WYSIWYG editor to create and format content that includes:

• Formatted text with headings, lists, and styling options
• Embedded images with sizing and alignment controls
• Video integration for multimedia content delivery
• Hyperlinks for navigation and external resource access
• Tables and structured data presentation

Content Strategy: Create content that provides value to users while maintaining consistency with your portal's overall design and messaging approach.

Tiles Widget

This widget enables creation of navigational shortcuts and quick-access functionality:

Click the + icon to create a new tile with comprehensive customization:

Title: Enter a descriptive title for the tile that clearly communicates its purpose and destination to users.

Icon Picker: Select from a comprehensive library of pre-designed icons that align with your tile's function and visual design requirements.

Enable Custom Icon Upload: Check this option to upload custom icon images for specialized branding or unique functionality representation. Upload and search for custom icons in the Static Assets folder. Recommended image size is 100 px x 100 px for optimal display quality.

URL Configuration: Enter the target URL where users will be directed when clicking the tile:

• Internal URLs: Link to other engagement pages, portal sections, or module-specific content
• External URLs: Link to external websites, resources, or applications
• Dynamic URLs: Use merge fields and functions for personalized link destinations

Link Target: Select how users will be redirected to the target URL:

• Same Window: Open the destination in the current browser tab for seamless navigation
• New Window: Open the destination in a new browser tab to maintain portal access

Tile Management:

• Edit Existing Tiles: Click the Edit icon to modify tile properties and configuration
• Delete Tiles: Click the Delete icon to remove tiles that are no longer needed

Click Apply to implement tile widget configuration.

Media and Communication Widgets

Video Widget

This widget displays video content with flexible source integration:

Title: Optionally enter a descriptive title that appears above the video player for context and content organization.

Video Source Configuration: Select the video hosting approach:

YouTube/Vimeo Integration:

• Select YouTube/Vimeo from the Video Source dropdown
• Enter the complete video URL from YouTube or Vimeo platforms
• Video player automatically integrates with platform-specific features and controls

Document Library Integration:

• Select Document Library from the Video Source dropdown
• Search and select the video file from your portal's document library
• Enables secure, access-controlled video distribution through existing permission structures

Click Apply to implement video widget configuration.

Specialized Module Widgets

Events Widgets

Upcoming Events Widget: Displays future events with comprehensive event information and registration integration.

Upcoming Events Calendar Widget: Displays events in calendar format for enhanced date-based navigation and event discovery.

Reward Program Widgets

Reward Leaderboard Widget: Displays leaderboard information for the current user's enrolled reward program, encouraging engagement and participation.

Reward Summary Widget: Displays the current user's reward program level, accumulated points, and achievement progress for personalized motivation.

Key Contacts Widget

This widget displays contact information for important organizational relationships:

Title: Optionally enter a title that describes the contact group or relationship type for user clarity.

Key Contacts Definition: Configure which users should be displayed by selecting appropriate account fields that define key relationships and contact hierarchies.

RSS Feed Widget

This widget displays external RSS feed content for information aggregation:

Title: Optionally enter a descriptive title that identifies the RSS source or content type for user understanding.

RSS Feed URL: Enter the complete URL of the RSS feed source to integrate external content streams into your engagement page.

Number of Posts: Select the maximum number of RSS posts that will be displayed to balance content richness with page loading performance.

Click Apply to implement RSS feed widget configuration.

Twitter/X Timeline Widget

This widget displays the social media feed from a Twitter/X account for real-time social content integration:

Twitter/X ID: Enter the Twitter/X account ID (username) for the account whose timeline will be displayed on the engagement page.

Theme Configuration: Select the visual appearance that best integrates with your portal design:

• Light Mode: Light background theme for integration with light portal themes
• Dark Mode: Dark background theme for integration with dark portal themes or enhanced visual contrast

Height: Enter the maximum pixel height of the widget to control how much vertical space the Twitter/X timeline occupies on the engagement page, ensuring optimal layout balance with other widgets.

Content Integration: The widget automatically displays recent tweets, retweets, and social media activity from the specified account while respecting Twitter/X platform policies and user privacy settings.

Widget Management Operations

Widget Organization and Maintenance

Edit Widgets: Click the Edit icon on any widget to modify its configuration settings, content sources, or presentation options without removing the widget from the page layout.

Rearrange Widgets: Use the Reorder icon to drag and drop widgets within the page layout, optimizing content flow and user experience based on engagement analytics and user feedback.

Remove Widgets: Click the Delete icon and confirm deletion to remove widgets that are no longer needed or relevant to page objectives.

Page Finalization

Implementing Configuration Changes

Save Changes: Click Save Changes to implement all widget configurations, layout modifications, and page settings across the engagement page.

Preview Functionality: Use preview options to verify page appearance, widget functionality, and user experience before making the page available to users.

Best Practices

Widget Selection Strategy

User-Focused Design: Select widgets that provide genuine value to your target audience while supporting business objectives and user workflow requirements.

Performance Optimization: Balance widget quantity and complexity with page loading performance to ensure optimal user experience across devices and connection speeds.

Content Integration: Leverage widgets that integrate with existing module content to reduce administrative overhead and maintain content consistency.

Configuration Management

Permission Alignment: Ensure widget configurations align with organizational security policies and user access requirements for consistent, secure content delivery.

Regular Updates: Monitor widget performance and user engagement to optimize configurations and content sources based on actual usage patterns and feedback.

Maintenance Planning: Establish procedures for updating widget configurations when source modules, content, or organizational requirements change.

Configuring Engagement Pages provides comprehensive customization capabilities that enable creation of powerful, user-focused experiences through flexible widget integration, visual enhancement, and seamless module connectivity while maintaining security boundaries and organizational requirements.     

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