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
    - Viewing and creating workflow associations
      - Associating a workflow to your template
        As a template manager you can apply triggers that will activate a workflow associated with a template. You can make workflow associations that apply to all templates within a specified folder or, to a specific template.
    - Specifying conditional workflow triggers
      Conditional workflow triggers can be applied to templates containing interactive variable data in the template design. The comparison operators used to drive your conditional trigger will depend on the type of data used in the comparison, as follows:
  - Managing templates with EngageOne Video links
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 and creating workflow associations

Note:

Click on the workflow's name to edit the workflow.
Click New Workflow Association to create a new workflow association. Refer to Associating a workflow to your template for further information.
Select one or more workflows for deletion, you can:
- Select an individual workflow by clicking on the check box associated with the workflow row.
- Select multiple workflows by clicking on more than one workflow associated check box.
- Select all workflows by clicking on the check box adjacent to the button.
Workflows can be sorted in priority order.