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Workflow and template management
This section describes the management of workflow and template processes.

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
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

Workflow and template management

This section describes the management of workflow and template processes.

Workflow Administrators

Workflow administrators create workflows to make sure communications are approved by the right people using the Review and Approval Workflows area in EngageOne Compose's Admin section. Their responsibilities are to:

create and manage workflows and decide how many review steps are required in each workflow
make reviewer assignments

Refer to Review and approval workflow management for further information.

Template managers

Template managers use the Template Management area in EngageOne Compose's Admin section to ensure that templates are available for use within EngageOne Compose. Their responsibilities are to:

associate workflows to the templates and folders they are responsible for
optionally assign conditions to trigger workflows based on interactive variable data in the template's design
make EngageOne Video assignments to templates, where appropriate

Refer to Template Management for further information.