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.
- Review and approval workflow management
- Template Management
  - Working with folders and templates
    Locate folders and templates to be associated with existing workflows and/or EngageOne Video assignments, where appropriate.
  - Workflow tasks
  - Managing templates with EngageOne Video links
    - Video data configuration
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

Video data configuration

Click Edit from the Video portion of the selected template on the Template Management page to view the template’s video data field configuration page. This page presents a grid, each row representing a data field used to hold an EngageOne Video PURL when the communication is created.

From this page you can:

Associate a video to the template's PURL data field, refer to Making video associations
Map fields from the template's data model to associated EngageOne Video fields, refer to About field mapping
Note: you will not be allowed to make field mappings for a given template video data field until a video has been associated.