Communication Templates

Leverage a wide array of simple, ready-to-use templates to design and manage batch, interactive, and on-demand customer communications. Create personalized communications by selecting desired fonts, images, and messages. Insert secured e-signatures, and embed targeted marketing offers.

Features

• Ready-to-use Template Library - Central library of standardized templates to ensure design consistency - Master templates and Components repositories to enhance reusability - Wide variety of templates, including welcome notes, e-statements, payment acknowledgements, promotional letters, and more
• Template Approval and Management - Check-in and check-out with base-lining functionality for version control - Tailored workflows to set up a multi-level template approval process - Maker-checker capability and template reading/writing per defined roles and privileges
• Multi-lingual Support - Template processing in different languages, including English, Spanish, Portuguese, and more - Delivery of communications in customers’ preferred languages
• Auto-import/Export of Templates - Auto-import/export designer templates, enabling reusability across users and environments - Hassle-free import of existing PDFs and Word documents into designer templates
• Notifications and Reporting - Automatic alerts and notifications on template approvals - Detailed template utilization reports with graphs, charts, and drilldowns