Configuring Engagement Pages
This article covers configuring an Engagement Page after it has been created: the hero, banner buttons, and the widget catalog (including the new Entity Data Tables, Entity Summary Tiles, and hero Search Box added in v2026.2.0). For creating a page and sharing it, see Creating and Sharing Engagement Pages.
Requirements
- Administrator System Role, or a User-level sharing entry with Manage access on the page.
- The Carousel records, Articles, Documents, Courses, Events, Dashboards, and entities the page will reference must already exist on the portal.
Opening the Page Editor
- Go to Setup > Create > Engagement Pages.
- Click the page name. The editor opens with a hero placeholder at the top and one or two empty content columns below.
Click + Add Hero to add a hero, or + Add Widget in any column to add a widget.
Configuring the Hero
Each page can include one optional hero at the top. Choose Banner or Carousel.
Banner Hero
| Setting | Notes |
|---|
| Banner Image | Static asset from the Document Library. Preferred size 1920x400 pixels. If left blank, the current theme's default banner image is used. |
| Banner Heading | Main heading shown over the image. Aim for around 40 characters so the heading fits without wrapping. |
| Banner Content Type(new in v2026.2.0) | Summary Text shows a short description under the heading. Search Box replaces the description with a search input. See "Banner Content Type: Search Box" below. |
| Banner Message | Used when Banner Content Type is Summary Text. Aim for around 90 characters. |
| Text Color | Hex color for heading and message text. Pick a value with enough contrast against the banner image. |
| Banner First Button / Banner Second Button | Up to two action buttons. See "Banner Buttons" below. |
Banner Content Type: Search Box
When Banner Content Type is Search Box, the body of the banner shows a search input that runs against your portal content. Configure two settings:
- Search Mode:
- Global Search - Searches all entities and content the user can access. Requires Global Search to be enabled portal-wide.
- Deflection Search - Searches Articles and Wikis configured for AI Ticket Deflection. Use when the page's primary purpose is self-service before opening a ticket. See Configuring AI Search and Ticket Deflection for the underlying configuration.
- Search Placeholder - Placeholder text shown inside the search input. Supports custom labels for translated portals.
Carousel Hero
The Carousel hero rotates through slides defined in a Carousel record. To use a Carousel:
- Make sure the Carousel record exists and has at least one Carousel Slide. Only Carousels with one or more slides appear in the picker.
- Set Hero Type to Carousel.
- Pick the Carousel from the dropdown.
Carousel content (slide images, headings, links) is managed on the Carousel record itself, not on the Engagement Page.
Banner Buttons
Each banner can include up to two buttons. The first and second buttons have different built-in action lists:
| Button | Built-in Actions |
|---|
| First Button | Pipeline, My Cases, or Custom. |
| Second Button | Register a Deal, New Ticket, or Custom. |
For Custom buttons, set:
- Custom Button Label - up to 30 characters.
- Custom Button URL - either an absolute URL or a portal path beginning with /. URLs without a protocol are saved with https:// prefixed automatically. Merge fields are supported - for example, you can include the current user's ID in a query string.
The New Ticket button respects Ticket Deflection settings. If deflection is enabled and configured to display the deflection screen first, the button routes the user through the suggested-articles screen before opening the New Case form.
Adding Widgets
- In the page editor, click + Add Widget in the column where the widget should live.
- Pick a widget from the list. The list only shows widgets allowed by the page layout (some widgets are sidebar-only or main-column-only) and by the portal's edition, product, and license entitlements.
- Configure widget-specific settings in the dialog that opens.
- Click Save on the widget. Widgets can be reordered by dragging.
Widget content always respects the underlying module's permissions - the Articles widget only shows Articles a user can already see, the Courses widget only shows Courses they have access to, and so on. Use the page's sharing rules to control who reaches the page; let the modules control what shows up inside it.
Widget Reference
Entity Data Tables (new in v2026.2.0)
Displays a list of records from a selected entity in a configurable grid. Main column only.
| Setting | Notes |
|---|
| Entity | Required. Pick any entity the administrator's role can access. |
| Table Title | Optional override of the entity's display name. Supports custom labels for translated portals. |
| Columns | Required. Pick fields from the entity. If the Name field is selected, it must be the first column. |
| Default Sorting | Required. Pick the field and direction (Ascending or Descending) used by default at runtime. |
| Enable Pagination / Page Size | Pagination is on by default. Page size choices: 5, 10, 15, or 20 records per page. |
| Date Field for Time Range Filter | Optional. If selected, the page-level time range filter applies to this grid using this field. Grids without a date field selected are unaffected by the page-level time range. |
| Filters (Filters tab) | Add filter rows for the standard fields. Use Filter Logic like (1 AND 2) OR 3 to combine them. Leave blank for AND between all filters. |
Entity Summary Tiles (new in v2026.2.0)
Displays aggregated entity data in a tile dashboard. Main column only. The widget itself has minimal settings - tiles are configured individually.
Click + on the widget to add a tile. Each tile has these settings:
| Setting | Notes |
|---|
| Entity | Required. |
| Heading | Required. Supports custom labels. |
| Short Description | Optional. Shown below the heading. Supports custom labels. |
| Aggregate Function | Required. Count, Sum, Average, Minimum, or Maximum. |
| Aggregate Field | Required for any function except Count. Field types accepted: numeric, currency, percent, date, or datetime. |
| Filters (Filters tab) | Same filter rows and Filter Logic as Entity Data Tables. |
Articles, Collaterals, Courses, Events, FAQ
Each of these widgets pulls items from its module and shows them in a list. Common settings include display mode, sort order, item count, and category or type filters. Items respect the user's module permissions.
Tiles
A static set of tiles that you define directly on the widget. Each tile has a title, an icon (or icon URL), a description, a link label, and a link target (URL with merge field support). Use Tiles for promotional links and shortcuts that don't come from an entity or module.
Dashboard
Embeds a Magentrix dashboard. Pick the dashboard from the search-as-you-type field. The dashboard renders inside the widget with the user's own permissions applied.
HTML
A free-form HTML widget. Use for marketing copy, embedded scripts, or any content not covered by the other widgets. Content is rendered as-is. Be aware that script content is subject to the portal's security rules - see Security Changes to HTML Widgets in Engagement Pages for current restrictions.
Video
Embeds a video selected from the Document Library. Pick the video by name in the settings dialog.
Key Contacts
Sidebar widget. Shows contact information from one or more User lookup fields on the current user's record. Configure which user fields to read from in the widget settings.
Events Calendar, RSS Feed, Twitter Timeline
Sidebar widgets that aggregate external or upcoming content. Configure each from its settings dialog (event categories, RSS URL, Twitter handle).
Active Page
Embeds an Active Page in an iframe. Useful when an existing Active Page should appear inline on a landing page. Requires Elite, Advanced, or Unlimited edition.
Deal Inbox
Sidebar widget surfacing the partner's deal pipeline. Requires the Partner Community product.
Reward Leaderboard, Reward Summary
Reward program widgets. Reward Leaderboard shows top users in the rewards program (main column only); Reward Summary shows the current user's rewards status. Both require Partner Community plus Elite, Essentials, Advanced, or Unlimited edition.
Journey
Sidebar widget that shows the current user's position in a Journey. Requires the Journey Builder license.
Saving and Previewing
Click Save in the page editor to persist hero and widget changes. Open /pages/<Path> in another tab to see the page as an end user would. The page does not enter Draft state - changes are visible to anyone with access as soon as they are saved. Test in a non-production environment first if the page is widely shared.
Translation and Custom Labels
The following fields support custom labels (the $Label.<Name> merge syntax):
- Banner Heading
- Banner Message
- Banner Search Placeholder
- Custom Button Labels
- Entity Data Tables Table Title
- Entity Summary Tiles Heading and Short Description
For multilingual portals, point these fields at custom labels rather than hard-coded strings so the page renders in each user's language. See Custom Labels for the underlying configuration.
Troubleshooting (this page)
| Symptom | Likely Cause | Resolution |
|---|
| A widget is missing from the picker. | The portal does not meet the widget's edition, product, or license gate, or the widget is not allowed in that column (sidebar-only widget in main column, or vice versa). | Check the "Where It Can Be Placed" and "Requirement" columns in About the Engagement Pages Module. Confirm the portal's edition and product with your account contact. |
| Search Box content type not available in Banner. | Running a build older than v2026.2.0. | Confirm portal version. Search Box was added in v2026.2.0. |
| Carousel dropdown is empty when Hero Type = Carousel. | No Carousel records have any Carousel Slides. The picker only shows Carousels with at least one slide. | Open the Carousel module, add at least one Slide to the Carousel, then return to the page editor. |
| Custom button URL doesn't work. | URL was saved without a protocol and without a leading slash, so the system prefixed https:// to a relative path. | Use either a fully qualified URL (https://...) or a portal-relative path beginning with /. |
For broader symptoms (sharing, page-not-found, runtime errors), see Engagement Pages Troubleshooting.
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