Create New Document

Firstly, you are asked to provide the name of the project (you can if needed create a new project here) and the communication name. You are then presented with the block editor screen with the Content tab selected. The way this works is that you select a box in the area at the right and drag it to the left to build up your email as a set of blocks. The screen looks like this:

You can now build up the content of the document, using the block boxes at the right. To insert one of the blocks, such as an image or a table, drag the box to the area at the left. Editing options for the block are then displayed at the right; these options depend on the type of block that you inserted.

The available blocks are as follows:

  • Text. Adds a block of text. You can change the layout, font, font size and color. You can also add personalization.
  • Image. Inserts an image from your Asset Library or from a local file.
  • Button. Adds a button with a specified URL. The link is followed when the user presses the button. You can change the layout, font, font size and color of the button text.
  • Divider. Adds a horizontal or vertical divider line. You can specify the thickness, length and color of the line, and add padding if required.
  • Social. Adds a social media link. You can select one of the most common types of social media from a dropdown, or add your own custom link to social media. You can use the standard image for the social media type you select, or use a custom image.
  • Video. Adds a video. Currently only YouTube videos can be added.
  • Table. Adds a table. You can customize the appearance of the table and add data fields. See Tables for more information.
  • Barcode. Adds a barcode. You can select the type of barcode and its value.

When you have finished editing the block, click Done to return to the main screen.

Once you have inserted an block, you can edit it by clicking on it. If you hold the mouse pointer over it, you also have the options to delete it or duplicate it.

Layouts

By default, an item that you select fills the width of the document. The Layouts area allows you to divide the document, or part of it, into a number of columns. You can then drag and drop items into the various columns.

Design tab

This allows you to set the page and text styles for the document.

Contacts tab

This allows you to add personalization to the email using data from a Data Source. See Data Sources for how to create a Data Source. After importing a Data Source, the fields in that source appear as Data Fields when you select Add personalization.

Add personalization

Click on Add personalization to insert a Data Field or System Field. The Data Fields displayed are based on the Data Source selected (to select a data source, use the Contacts tab). You can insert a Data Field that is not in the currently selected Data Source by selecting Add Custom Field (it must, however, exist in one of your Data Sources). For each custom field that you add, you will be prompted to provide a default value to be used whenever there is no value present. System Fields are standard fields not dependent on any Data Source (mostly time and date related).

For further information, see Personalizing communications.

Conditional logic

You can use conditional logic to specify that the display of a selected block is conditional on the value of Data Fields or System Fields. For example, you may only want to include details of a special offer if the recipient has not yet availed themselves of the offer.

To use conditional logic, first add the conditional block into the email. Then click in the Edit Layout area (outside the block to the right or left). Click the box Only show this section to certain recipients followed by + Add Conditions. The following dialog is then displayed:

A condition specifies whether a Data Field or System Field has a specified relationship (such as equals, less than, etc.) with a value that you enter. For example, you could specify that special_offer must equal "not_taken". If you specify two or more conditions, you should specify whether all conditions must match, or any one of them.

For further information, see Applying conditions.

Unsubscribes

To add an unsubscribe link to a PDF document, use the System Field Unsubscribe. This provides a clickable link for the user, and will result in their being removed from the email list. To see statistics about unsubscribes, see Reporting and Audience Analysis. For further explanation of dealing with unsubscribes, see the following video:

Contacts tab

This allows you to add personalization to the document using data from a Data Source. See Data Sources for how to create a Data Source. After importing a Data Source, the fields in that source appear as Data Fields when you select Add personalization.

Add barcodes

EngageOne Communicate makes it easy to add barcodes to emails or PDFs for communications such as returns slips.

To add a barcode to your email:

  1. Drag the barcode block into the email design canvas to add a placeholder barcode to your document.
  2. In the barcode design tab, select the barcode type.
  3. Specify the barcode value.
  4. Enter fallback text.

You can modify the barcode to match your brand by editing the following barcode properties:

  • Alignment
  • Width
  • Height
  • Padding (top, bottom, left, and right)

Preview

Select Preview document in order to see a preview of the document before you print it. You can also print it from the preview.

When you preview a document that has been personalized with Data Fields, the different options in the first column of the data are displayed at the left hand side. For example, if records were added as a data source where the first column is called first_name and possible values are Shirley and John, you will see the following screen. This enables you to select a specific value for the first column in your Data Source. For example, if you have used as a Data Source an Excel file with first_name as the first column, and there are two entries, John and Shirley, you will see the following screen. You can also preview a random recipient.

Saving

Click Save or Save As to save your changes, or Save As Team Template to save as a template that can be used as a basis for other documents. The template will then appear under the list of base templates when creating a new document.

Creating a PDF

When you are happy with the document, you can save it as a PDF. To do this, click the back arrow to view the document, then select Download and choose where to save the PDF.

You can attach PDFs created here to emails, as long as the email and PDF have been created in the same project.

Using the PDF as an email attachment

If you create a PDF, you can attach it to an email when you create emails; see Email. If the PDF you create has personalization, you can attach it as a dynamic attachment.

Note: For this to work, the PDF document and the email must be created within the same project.