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
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