Explore authoring personalized correspondence by integrating CRM and ERP data while optimizing for multichannel delivery. Get hands-on experience creating a connection to a back-end system to generate a data model. Learn how to create model-driven correspondence and preview the results and how to best use the different delivery channels.
Learn how to:
Design templates for multichannel documents
Integrate into a back-end CRM system to prefill data
Personalize and customize documents based on user or agent inputs