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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 Audience




    • New Users


    • Mature Users


    • All Users


  • By Use Case


    • Product Releases and Enhancements

      • High Impact
      • Low Impact
    • User Feedback
    • Company-Wide Announcements
  • By Team/Responsible Person:
    • Product Management
    • Customer Success
    • Sales
    • Customer Support
Current Functionality:











Filter by: Type, Status





Types: Dialog, Slider, Email, Guide, Survey





Status: Active, Completed, Editing, Paused





Columns: Arrange by columns



This is very helpful tip, thanks for sharing @Alex!



Using naming conventions for engagements makes a lot of sense. Once you have dozens, like we do, it makes it easier to find things too!



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