E-mail and fax

The e-mail and fax channel configurations support input fields for data such as sender address, receiver address, subject, etc. E-mail delivery channels cannot be used with batch processes, they must be set to immediate delivery.

Fax delivery facilitated by the EngageOne server provided with the EngageOne installation does not deliver a real fax, instead it uses SMTP internally. To be able to plug in your own fax system to the EngageOne system please see Implementing a custom fax provider. For more information about writing delivery information, see the Additional features chapter in the EngageOne Programmer’s Reference Guide.

Note that when XPaths are required within a dialog you can right-click on the field for a list of output variables supplied by the system. Click on the line required and the correct variable syntax will be entered for you.

To configure an e-mail delivery channel: from the Delivery Management tab, click Delivery Channels.

  • Click New to activate the right pane for entering a new e-mail delivery channel.
  • Select Type/ Email from the drop-down list, then enter the new e-mail delivery channel Name, or you can change an existing e-mail channel name here.
  • If you want to override the default XPaths for the e-mail details shown, click Browse to search for a specific Template/XPath.
  • Click on an existing e-mail channel to show its current properties in the right pane for modifying.
  • Select Template contains Email Body or Template Provides Attachment.

To configure a fax delivery channel: from the Delivery Management tab, click Delivery Options.

Note that the XPaths field is editable. However, do not attempt to enter the XPaths value for a non-interactive template. Instead, use Browse to select the XPath value. For more information, see Using non-interactive templates.

  • Click New to activate the right pane for entering a new fax delivery channel.
  • Select Type/ Fax from the drop-down list, then enter the new fax delivery channel Name, or you can change an existing fax channel name here.
  • Click on an existing fax channel to display and modify the current settings.
  • To override the default XPaths for the Fax Number shown, click Browse to search for a specific Template/XPaths. See Implementing a custom fax provider below.
  • The default fax provider address is supplied. If you have your own fax solution see Implementing a custom fax provider below.