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

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 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.
- 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 test, staging and production environments.
Notices

Workflow tasks

Within Template Management you have the option to:

View and create workflow associations
Specify conditional workflow triggers