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EngageOne Compose
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  2. Administration

    Systems Administration and Community Administration options.

  3. Community administration

    These options allow you to manage the following:

  • 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.

  • 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.

    • System administration

    • Community administration

      These options allow you to manage the following:

      • EngageOne Admin

      • Role Mapping

        Use Role Mapping to assign permissions to community users.

  • Asset promotion

    Asset Promotion facilitates the promotion of assets between a test, staging and a production environments.

  • Copyright

Community administration

These options allow you to manage the following:

  • EngageOne Admin options, see EngageOne Admin
  • Role mapping options, see Role Mapping
  • Review and approval workflows, see Workflow and template management
  • Template management, see Template Management
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