Home
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.
Interactive data entry
Free-form text

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

Free-form text

Free-form text can be entered within the body of a paragraph or as a new paragraph on its own if it has been perdefined in the original template design as unprotected (identified by a yellow background). This means you can type content into a free-form text area, or copy and paste it in from an outside source such as a Word document or a web page.

A spell check is available within the editor to check all your entries. You may also need to apply formatting after inserting text from another source, for example, if the font and text formatting is not already included in the template. See Working with the editor for more details.