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.