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EngageOne Communicate Help Guide
  1. Home
  2. Help videos

    Provides links to a number of short video clips that show how to use different features of EngageOne Communicate

  3. Help videos: Data
  • Introduction

    Provides an overview of EngageOne Communicate

  • Help videos

    Provides links to a number of short video clips that show how to use different features of EngageOne Communicate

    • Help videos: Introduction to Communicate
    • Help videos: Video communications
    • Help videos: Email communications
    • Help videos: SMS communications
    • Help videos: Chat communications
    • Help videos: PDF communications
    • Help videos: Data
    • Help videos: Templates
    • Help videos: Best practices
  • Initial screen

    Desribes the initial entry screen for EngageOne Communicate

  • Beta functionality

    Explains how to use beta features

  • Administration

    Explains how to manage users, teams and client credentials

  • Projects

    Explains how to manage projects in EngageOne Communicate

  • Communications

    Explains how to create and manage communications for various channels

  • Reporting

    Explains how to view and download statistics on projects and specific communications

  • Audience Analysis

    Explains how to see various statistics relating to the audience

  • Data Sources

    Explains how to manage data sources for communications

  • Templates

    Explains how to create and manage templates

  • Asset Library

    Explains how to manage the EngageOne Communicate Asset Library, including Design Schemes

  • API Usage

    Provides an overview (and example) of the EngageOne Communicate REST API, with links to the Swagger API documentation for more details

  • Support

    How to contact Precisely Support

  • Copyright

    The Copyright notice

Help videos: Data

Setting up and applying data

Modifying your Data Source

Common Data Questions

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