Creating and Sharing Engagement Pages

Administrators can create comprehensive landing pages and home pages to share with users across different communities and use cases. The Engagement Pages module provides flexible tools for building customized user experiences that integrate seamlessly with existing portal functionality and user access permissions.

Engagement Pages offer diverse widget capabilities that connect with multiple Magentrix modules, allowing administrators to create targeted content experiences that automatically respect user permissions and organizational boundaries while providing engaging, personalized interfaces for different user personas.

Requirements

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

Administrator system role

Creating Engagement Pages

Basic Page Creation Process

1. Navigate to Engagement Pages Module

1. In the Setup Home page, click Create > Engagement Pages
2. Click New

2. Configure Basic Page Properties

Configure the essential page settings that define how the engagement page functions and appears:

Name: Enter the name of the page. This name will be visible to end users and appears in navigation elements and page titles.

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

Layout: Choose the layout structure for your engagement page:

• Single Column: Full-width layout that maximizes content display space
• Single Column with Sidebar: Main content area with additional sidebar space for secondary widgets and navigation elements

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

3. Save Initial Configuration

Click Save to create the basic page structure. This establishes the engagement page foundation and enables access to advanced configuration options.

Advanced Page Configuration

Hero Section Setup

After saving the initial page configuration, you can enhance the page with visual impact through hero section configuration:

1. Add Hero Section

On the top of the page, a hero can be added by clicking + Add Hero. Configure the Hero Type setting to select the visual presentation style:

Carousel Option: Select the carousel to be displayed if you have existing carousels configured in your portal.

Banner Option: Configure comprehensive banner settings for customized visual presentation:

Hero Type Configuration:

• Banner Image: Select the banner image that will be displayed at the top of the page. Preferred image size is 1920x400 pixels. If no image is selected, the portal's theme's default hero image will be displayed.
• Banner Heading: Enter the main heading of the banner. Maximum 40 characters will be displayed for optimal visual presentation.
• Banner Message: Add a banner description (90 characters maximum) that will be shown under the headline within the banner slide.
• Text Color: Choose the text color from the color picker or enter its hex color code to ensure proper contrast and brand alignment.

Interactive Button Configuration:

• Banner First Button: Optionally configure a primary call-to-action button. Select its target destination or choose "Custom" to enter a specific button label and target URL.
• Banner Second Button: Optionally configure a secondary action button with the same customization options as the first button.

2. Apply Hero Configuration

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

Automatic Navigation Integration

Tab Generation: Each new engagement page automatically generates a corresponding navigation tab that can be added to different applications within your portal. This provides seamless integration with your existing navigation structure and allows selective page visibility for specific user communities.

App Integration: Generated tabs can be strategically added to relevant applications based on your user experience design and organizational requirements.

Sharing Engagement Pages

Administrators can provide comprehensive viewing permissions for engagement pages while managing user access through security roles and delegated management capabilities.

Permission Configuration Process

1. Access Sharing Configuration

1. In the Setup Home page, click Create > Engagement Pages
2. Click on the target engagement page
3. On the top right of the page, click the dropdown menu (three dots)
4. Click Share

2. Configure Access Permissions

In the Sharing menu, configure user and role-based access:

User-Based Sharing: Search and select individual users who should have access to the engagement page. This provides granular control for specific user access requirements.

Security Role-Based Sharing: Search and select security roles to provide access to entire user groups. This approach scales efficiently for large user communities and aligns with organizational role structures.

Permission Management:

• Adding Permissions: Select users or security roles to grant viewing access to the engagement page
• Removing Permissions: Click the Delete button next to any user or security role to remove their access privileges

3. Finalize Sharing Configuration

Click Done to implement the sharing settings and activate user access to the engagement page.

Page Management Actions

Comprehensive Page Administration

Once engagement pages are created, administrators have access to complete page management capabilities through the page dropdown menu:

Edit Settings: Modify basic page properties including name, path, layout, and description without affecting existing content and widget configurations.

Delete: Remove engagement pages that are no longer needed. Consider the impact on users who may have bookmarked or frequently access these pages before deletion.

Clone: Create duplicate pages based on existing configurations. This feature enables:

• Template creation for consistent page designs across multiple similar pages
• Version management for testing new page configurations while maintaining existing pages
• Efficient page development by building on proven page structures and widget configurations

Preview: Review page appearance and functionality before making pages available to users. Preview capabilities allow administrators to:

• Verify widget functionality and data display
• Check visual presentation and layout effectiveness
• Test responsive design across different screen sizes
• Validate integration with portal themes and branding

Share: Access sharing configuration directly from the page management interface for efficient permission updates.

Widget Content Integration

Permission-Based Visibility

Automatic Access Control: All widgets respect underlying module permissions and user access rights. Users only see widget content they have appropriate permissions to access, ensuring security boundaries are maintained across all engagement page content.

Module Integration: Widgets automatically integrate with existing Magentrix modules while respecting user permissions, security role restrictions, and organizational access controls.

Dynamic Content Updates

Real-Time Integration: Widget content updates automatically based on changes in connected modules, ensuring engagement pages remain current without manual administrative intervention.

User-Specific Personalization: Content displays adapt based on individual user permissions, account associations, and role-based access, providing personalized experiences while maintaining consistent page structure.

Best Practices

Planning and Design Strategy

Content Architecture: Design engagement page structure to support intuitive user navigation and efficient information discovery while aligning with organizational workflows and user access patterns.

Permission Planning: Plan sharing configurations to balance content accessibility with security requirements across different user types and organizational boundaries.

Performance Considerations: Balance visual impact and functionality with page loading performance by strategically selecting widgets and content based on user needs and technical requirements.

Implementation Approach

Gradual Rollout: Start with basic engagement pages and expand functionality gradually as user needs are identified and organizational requirements become clear.

User Testing: Test engagement pages with representative user groups before broad deployment to identify usability issues and optimization opportunities.

Preview Validation: Always use preview functionality to verify page appearance and functionality before sharing with users, ensuring optimal user experience and content accuracy.

Ongoing Management

Regular Content Review: Monitor engagement page content for accuracy, relevance, and alignment with current business objectives and user requirements.

Access Audits: Periodically review sharing settings and user access to ensure continued alignment with organizational security policies and user role changes.

Usage Analytics: Leverage engagement page analytics to understand user behavior patterns, content effectiveness, and opportunities for page optimization and improvement.

Creating and sharing Engagement Pages provides essential content management capabilities that support personalized user experiences, efficient information delivery, and community engagement through flexible, secure, and user-friendly page creation and management systems.

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