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Editing communications
Editing options allowing for creating and edit your customer communication using the selected template.
Using the Editor
The EngageOne Compose Interactive and EngageOne Compose ActiveX editors have identical editing functionality. This section provides details on how to use the features for both editors.
Editing features
Menus and toolbars

EngageOne Compose
Create customized communications based on templates for optional review and approval using predefined workflows.
Tasks
Participate in predefined processes that manage the lifecycle of communications from design to delivery using predefined workflows.
Communications
A communication is created from a template and delivered to your customer at the end of the communication's life-cycle.
Templates
Templates are used as a base to create your final customer communication.
Editing and confirming data
Where data is pushed through the system, you may need to verify for the accuracy of pre-populated data, or enter missing data before the communication is edited.
Editing communications
Editing options allowing for creating and edit your customer communication using the selected template.
- The editing experience
- Using the Editor
  The EngageOne Compose Interactive and EngageOne Compose ActiveX editors have identical editing functionality. This section provides details on how to use the features for both editors.
- Cross-browser interactive data field editing
Selecting delivery options
Delivery options can be made up of one or more delivery channels and are configured by your EngageOne administrator.
Awaiting Delivery
Lists all documents that have been submitted for delivery but have not been delivered.
Search Archive
The Search Archive pane allows you to search documents from a selected database and view them based on communication type or month.
Design Review and Approval
Design Review and Approval provides a framework to ensure new and existing templates and active content are subject to quality control as part of a structured review and approval process.
Workflow and template management
This section describes the management of workflow and template processes.
Administration
Systems Administration and Community Administration options.
Asset promotion
Asset Promotion facilitates the promotion of assets between a test, staging and a production environments.
Copyright

Menus and toolbars

The menus give you access to most of the editor functions and commands. You will also be able to access many of these using the toolbar buttons or keyboard access keys, both of which will be shown on the menu. Note that you may have to press the Alt key in order to see the access keys.

Standard editor menu options some of which are available as toolbar options

Tick to select and clear options

Buttons are grouped together into a range of separate toolbars that cater for a particular group of editor functions. You can hide toolbars that you don’t need to work with to simplify the layout, or to make more space for the editor window. For instance, if your design does not include any editable text you may want to hide the text formatting toolbar. You can also move the toolbars in relation to one another to suit your own style of working.

To hide or display the menus: right-click in the toolbar and clear or select Menu.

To hide or display a toolbar: on the View menu click Toolbars and then clear or select the relevant toolbar check box.

To move a toolbar: drag its docking bar to a new position.

The interactive toolbar

The interactive toolbar allows you to select the required prompt for entering the responses from your interaction with the customer. The pushpin button indicates the interactive dialogs and they can be toggled on and off by clicking on the pushpin button, or on the View menu click Show Push Pins. You can select an interactive location from the drop-down list to display it directly for editing. The Show Prompt button will take you to the last interactive location selected.