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Templates
Templates are used as a base to create your final customer communication.
Viewing template samples

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.
- Select Template page
  The template typically contains static content together with predefined sections that allow you to enter customer data using interactive prompts.
- Working with templates to create a communication
- Viewing template samples
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.
Asset promotion
Asset Promotion facilitates the promotion of assets between a test, staging and a production environments.
Copyright

Viewing template samples

To help identify the selected template, descriptive information about the template and sample preview options are presented from the Select Templates page. Template samples are static representations of a completed template, they remain the same regardless of the information that has been entered into the communication.

Note: Click on the thumbnail to view a larger sample. You also have the option to sample the template in an external reader.