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Workflow and template management
This section describes the management of workflow and template processes.
Template Management
Managing templates with EngageOne Video links
Video data configuration
About field mapping
Mapping template fields
Data type compatibility
The table that follows lists data type compatibility between template data fields and video input data.

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
      - Video data field configuration list view
      - Making video associations
      - About field mapping
        Field mapping list view
        Mapping template fields
        Data type compatibility
        The table that follows lists data type compatibility between template data fields and video input data.
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

Data type compatibility

The table that follows lists data type compatibility between template data fields and video input data.


Template data field type	Video input type	Notes
date	Datetime	Time part gets set to 00:00:00
	Array	Not supported.
number	Boolean	A value greater than 0 is true, otherwise false.
integer	Boolean	A value greater than 0 is true, otherwise false.
integer	Number
number	Number
string	String
date	Date
time	Time