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EngageOne Compose
  1. Home
  2. Editing communications

    Editing options allowing for creating and edit your customer communication using the selected template.

  3. 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.

  4. Interactive data entry
  • 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.

      • Working with the editor
      • Editing features
      • Interactive data entry
        • Working with interactive data

        • Integrated data

        • Prompted data

        • Optional text

        • Free-form text

      • Creating editable paragraphs
    • 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

Interactive data entry

There are four types of interactive data entry that you could be presented with when working with your document:

  • Integrated data - Integrated data
  • Prompted data - Prompted data
  • Optional text - Optional text
  • Free-form text - Free-form text
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