Strategy graphic - person creating graph

Defining Your Engagement Strategy

Start with your end result in mind. Identify your goals, the key players on your team, and what feedback you need from your community to plot your course. Below are some resources to help guide discovery.

1 Plan your engagement

Planning for Online Engagement

2 Scope your engagement site

Two people working on laptops with illustrations over the top indicating that they are loading images onto an engagement site

Building Your EngagementHQ Site

Once you’ve developed a plan for your engagement projects, your next step is to start building your new site in EngagementHQ. Below are the key steps you’ll follow to launch your site.

1 Site admin resources

EngagementHQ Marketplace offers a range of options for email, CMS and other system integration.

2 Setting up your registration form

READ How to develop your registration form

READ How to customize your sign-up form

READ Enable social sign-in with Google, Facebook or Twitter


3 Adding your team

READ How to set up your engagement team

READ Simplify team sign-on and better manage permissions with EngagementHQ Single Sign-On (SSO)

4 Branding, images and site navigation

5 Creating your first project

6 Building your homepage

READ Get to know the homepage editor

7 Launch your new site

You’re ready to launch, hooray! Be sure to schedule a site review with your Engagement Manager and check out this checklist for launch

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