Templates for Customer Communication
Leverage a wide array of simple, ready-to-use templates to create, update, and manage batch, interactive, and on-demand customer communications. Produce personalized communications across multiple channels by selecting fonts, adding images and message lines, inserting secured e-signatures, and embedding targeted marketing offers.
Ready-to-use Template Library
- Central library of standardized templates to ensure design consistency
- Creation of master templates for use across all repositories
- Wide variety of templates including welcome notes, e-statements, payment acknowledgements, promotional letters, and more
Versioning with Maker-Checker
- Check-in and check-out with base-lining functionality for version control
- Maker-checker capability and template reading/writing per defined roles and privileges
- Template processing in different languages, including English, Spanish, Portuguese, and more
- Delivery of communications in customers’ preferred languages
Automated Import and Export of Templates
- Import and export of designer templates for reuse across users and environments
- Import of existing PDFs and translation of Word documents into designer templates
Notifications and Reporting
- Automatic alerts and notifications on template approvals
- Detailed template utilization reports with graphs, charts, and drill downs
Download the eBook to learn how you can fool-proof your customer experience strategy with the ...
The organization faced challenges in delivering effective customer communications due to manual, time-consuming processes, and ...
Modern customers want timely, relevant, and accurate communication through their preferred engagement channels. One flawed ...
Watch how these business leaders have modernized their operations to create an engaging and responsive ...