Introduction

EngageOne Communicate is a tool that lets you create and send communications to targeted groups of recipients. The types of communication (known as "channels") include email, SMS, printed documents or (in Beta) videos.

A further function (in Beta) allows you to create chatbots for user interaction.

The main features of Communicate are as follows:

  • Create and send emails.
  • Create and send Short Message Service (SMS) texts.
  • Create documents to be sent as a hardcopy or as a PDF attachment to an email.
  • Create chatbots for user interaction. This functionality is in Beta form.
  • Create videos, the URL for which can be sent to customers using email or SMS. This functionality is in Beta form.

Each of these features, except for a chatbot, is referred to as a communication.

Communicate enables you generate analytics reports to understand how your customers are interacting with your digital communications.

Campaigns

A campaign is used to send communications to a targeted group of recipients.

A communication can be sent in a single campaign or you can use it to send multiple campaigns, with revisions in between. Campaign data is combined for each communication.

Where you create a communication and whether you create a new communication or edit an existing one determines how campaign data is combined.

Projects

To use EngageOne Communicate, you must first create a project as a place for your communications to reside. A project is a set of one or more communications (which can be email, SMS, video (Beta), printed document or chatbot (Beta)) that comprises a logical entity, for example, a specific campaign. Every communication must be included in a project.

You can use projects as a way of organizing communications and reporting on campaigns. For example, if you want to drill down into the campaign data for sales events, you could create a project for each sales event. However, if you want analytics for individual sales consultants, each person could create their own project.

Roles

Communicate supports users with different roles, and a role is allocated to a user when the user is created. Different parts of this guide will be of interest to different user roles, as described below:

  • Adminstrator. The admistrator is responsible for managing users, accounts and teams. The most useful section of this guide is Administration. The creation of client crdentials for API usage is also a task for an administrator; see API Usage.
  • Campaign Creator (Marketing specialist). The Campaign Creator's role is to design a communication campaign at a high level, possibly creating templates, and the Designer can then create the communications to follow that design. The most useful sections are Introduction, Campaigns and Templates.
  • Designer. The primary role of the designer is to create new communications, including projects and template creation. The most useful sections are Communications, Data Sources, Templates and Asset Library.
  • Developer. The role of developer is to write code that programmatically interfaces with Communicate. The most relevant section for a developer is API Usage.
  • Reporter (Analyst). The Analyst or Reporter is primarily interested in statistical details of campaigns. The most relevant sections are Reporting and Audience Analysis.

Analytics

Communicate provides tools to allow you to perform audience analysis. You can also request reports on various statistics, such as the number of bounced emails.

Planning your communications

Where you create a communication and whether you create a new communication or edit an existing one determines how campaign data is combined. For this reason, consider:

  • Which project to use — your campaigns will be combined with those for the other communications in the project.
  • Whether to edit an existing communication — your campaigns will be combined with earlier campaigns for this communication.
  • Whether it is better to duplicate an existing communication rather than edit it — your campaigns will be tracked separately.

Other useful information