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Workflow and template management
This section describes the management of workflow and template processes.
Template Management
Workflow tasks
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:

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
    - 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

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:

Comparison operators for numeric data:

Comparison operators for date/time data:

Note: You can either enter date/time values manually or use the calendar/clock icon to select the required value. The following comparison operators are available for date/time comparisons:

Equals
Does not equal
Between
Earlier than
Earlier or equals
Later than
Later or equals

Comparison operators for alphanumeric data: