How would you manage a high volume of engagements?
Ways to Organize Engagements
Currently, We do not have folders or anything similar for engagements. The alternative solution is to append the engagement names, which can look like: “[New Users] Onboarding Guide.”
Below are some ways to organize engagements:
By Use Case
User Feedback
Company-Wide Announcements
[/list] By Team/Responsible Person:
Filter by: Type, Status
Types: Dialog, Slider, Email, Guide, Survey
Status: Active, Completed, Editing, Paused
Columns: Arrange by columns
Currently, We do not have folders or anything similar for engagements. The alternative solution is to append the engagement names, which can look like: “[New Users] Onboarding Guide.”
Below are some ways to organize engagements:
- By Audience [list]
- New Users
- Mature Users
- All Users
- Product Releases and Enhancements [list]
- High Impact
- Low Impact
[/list]
- Product Management
- Customer Success
- Sales
- Customer Support
Filter by: Type, Status
Types: Dialog, Slider, Email, Guide, Survey
Status: Active, Completed, Editing, Paused
Columns: Arrange by columns