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
  - Creating workflows
    A workflow consists of a sequence of connected steps to be applied to a one or more communications. Each step in the workflow defines the users/groups that can approve the step.
  - Viewing workflows associations
- 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

Viewing workflows associations

Associations with templates and folders can be viewed on the Workflow Association page.

To view workflow associations:

From your Home page click Admin from the navigation bar.
Click Review and Approval Workflows.
A list of Workflows is presented.
Click View workflow associations. The following information is presented:
- Submitters - name of the user or group of users submitting the workflow.
- Templates - template name and workflow's nickname.
- Folders - folder name and workflow's nickname.

Note:

Invalid conditions are indicated with an exclamation mark at template and folder level. The total number of invalid conditions is logged at the top of the page. An invalid condition will be flagged where a variable used to drive a conditional workflow is removed from the template in Designer and the template is republished to EngageOne.
Click Edit to associate registered users/groups that will trigger the workflow.
Where multiple workflows are associated to templates/folders, all workflow nicknames are listed.
Template and folder associations are managed by the Template Manager, refer to Viewing and creating workflow associations.