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 Audience

    • New Users
    • Mature Users
    • All Users
  • By Use Case
    • Product Releases and Enhancements [list]
    • High Impact
    • Low Impact
  • User Feedback
  • Company-Wide Announcements
  • By Team/Responsible Person:




    • Product Management


    • Customer Success


    • Sales


    • Customer Support

    [/list]Current Functionality:







    Filter by: Type, Status



    Types: Dialog, Slider, Email, Guide, Survey



    Status: Active, Completed, Editing, Paused



    Columns: Arrange by columns



  • 2 replies

    Badge +2
    This is very helpful tip, thanks for sharing @Alex!


    Userlevel 7
    Badge +4
    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!


    Reply