Understanding Engagements
Engagements are a way to activate your advocates across campaigns. They help you gather feedback, encourage participation, and create meaningful experiences for your users. Engagements can take many forms, be gamified with incentives, and delivered through multiple models.
Engagement Types
Choose the type of engagement that fits your campaign goals:
Social Post – Encourage advocates to share content on social media.
Submit Media – Allow advocates to submit images, documents, or other media.
Submit Review – Collect written feedback or product reviews from advocates.
Complete Survey – Gather structured insights through surveys.
Record Video – Capture authentic video testimonials from advocates.
Be a Reference – Enable advocates to act as references for potential customers.
Send an Update – Share updates or news with advocates.
Custom Task – Create tailored tasks for specific campaign needs.
Gamifying Engagements
Increase participation by adding incentives:
Exclusive experiences (VIP events, early access, etc.)
B2B loyalty programs
Delivering Engagements
Engagements can be delivered through multiple models:
Embedded Advocacy – Send advocates a direct link to engage with content or complete a task.
Hub-Based Model – Centralize all engagements in a single advocate hub.
Embedding into Existing Communities – Integrate engagement functionality directly into your current community platforms.
How to Create an Engagement
Follow these steps to create a new engagement and activate your advocates:
Access the Admin Panel and Engagement Tab
Navigate to your admin panel and open the Engagement tab to view existing engagements and start a new one.
Create a New Engagement
Click Create an Engagement to begin building your mission.
Choose Mission Type and Template
Select the type of mission and either a template or start from scratch.
Set the Trigger
Instant Trigger – Launch the mission immediately.
Zealot-Based Trigger – Launch missions based on user activity and achievements.
Complete Basic Information
Mission Title – Name your engagement.
Target Audiences – Select all users, a new segment, or an existing segment.
Access Controls – Define who can view or participate.
Notification Channels – Select how users are notified.
Mission Details – Provide additional context or instructions for participants
Add an Incentive (Optional) – Select rewards such as exclusive experiences or loyalty points
Enable Auto-Approve and Follow-Ups (Optional) –
Auto-Approve streamlines moderation by automatically approving submissions
Follow-Ups allow you to send reminders or additional communications to participants
Change the Mission Status and Save