
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
Template Approval and Management
- Check-in and check-out with base-lining functionality for version control
- Workflows to set up a multi-level template approval process involving different teams
- 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

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
Capabilities of Newgen OmniChannel Cusotmer Engagement Platform
Success Stories

Policy generation in under 5 seconds

Automation of 300+ templates

Communication creation in 1-2 hours
Learn more

Case Study
Saudi Arabian Conglomerate Automates Invoice Processing...
Case study of how a leading petrochemical and industrial company was able to reduce turnaround ...

Case Study
Leading Bank Automates Document-centric Processes with...
The client bank, located on one of the prominent islands near Australia, has been catering ...

Case Study
Automating Communications for an Australian State...
The client is an Australian state government-owned company. They offer trustee, administration, and estate-related services. ...

Webinar
Communication Journey Orchestration for Contextual...
On-Demand
Watch this 30-minute webinar to address your need for customer-centric and personalized communications.