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EngageOne™ Compose
Create customized communications based on templates for optional review and approval using predefined workflows.
The Home page

EngageOne™ Compose
Create customized communications based on templates for optional review and approval using predefined workflows.
- Overview
- Getting started
- The Home page
- Finding, organizing and selecting
  EngageOne™ Compose provides facilities to help you create documents quickly and efficiently.
- Roles and responsibilities
  This section identifies the roles and responsibilities of users who access EngageOne™ Compose
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 the accuracy of pre-populated data, or enter missing data before the communication is edited.
Editing communications
This describes the editing options that allow you to create 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 that 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.
Administration
Systems Administration and Community Administration options.
Asset promotion
Asset Promotion facilitates the promotion of assets between test, staging and production environments.
Notices

The Home page

The information that you see on this page depends on the permissions assigned to you by your EngageOne™ administrator. The Home page is divided into several areas that allow you to view details on the following:

Favorite Templates

Templates are used to create your final communication based on the selected template's predefined format. Initially, this area of your Home page will be empty and is populated when you mark a template as a favorite. If your list is empty or the template is not presented, click Browse all templates to search through all available templates. You can view a sample template, and assign favorites in this area of your Home page. Refer to Templates for further information.

Search Archives

You can use EngageOne™ Vault to search archived documents from a selected database and view them based on month or communication type. Note that EngageOne™ Vault must be installed for the Select Archive pane to be available. Refer to Search Archive for further information.

Communications

Communications are created from predefined templates and are progressed through a set of predefined states before delivery to your customer. Refer to Communications for further information.

Tasks

Tasks allow users to participate in processes that manage the life cycle of a communication from design to delivery. For example, as a front office user, you may be adding information to your communication but before it can be delivered it must be reviewed and approved. In this scenario, a Task will be created and assigned to one or more reviewers. Refer to Tasks for further information.

Awaiting Delivery

The Awaiting Delivery pane presents documents that have been submitted for delivery but have not yet been delivered. Refer to Awaiting Delivery for further information.