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Templates
Templates are used as a base to create your final customer communication.
Working with templates to create a communication

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

Working with templates to create a communication

From your Home page you can either select a template to work with from a list of favorite templates, or browse for a particular template using the Browse all templates... link. The Templates page presents a list of templates you can choose from to create your communication. Use the standard search options if the required template is not visible, refer to Finding, organizing and selecting.

Sometimes there are different versions of the same template that are valid for specified date ranges. These are set by the EngageOne administrator. If you select a template with this type of versioning you will be asked to provide an effective date, which is the date from which that template is valid. You can either enter the date manually, or use the calendar control. The acceptable date formats will depend on the locale of your browser.

To select and work with a template:

Click the required template from the template list or select a favorite template.
Optionally sample the template by clicking the thumbnail image, refer to Viewing template samples .
You may be required to enter Customer key/details. Note that this will depend on the how the template is designed. Refer to Editing and confirming data for further information.
Click Next to open the template in the interactive editor. Refer to Working with the editor, and Creating editable paragraphs for further information.

At this point your communication has been created and will appear in the Communications pane of the Home page and in the communications list view. Refer to Communications for further information.