Interactive Communications Overview

Last update: May 3, 2023

CREATED FOR:

  • User
CAUTION
AEM 6.4 has reached the end of extended support and this documentation is no longer updated. For further details, see our technical support periods. Find the supported versions here.

This article includes overview, sample use cases, creation workflow, and differences between Interactive Communication and letter.

Interactive Communications centralizes and manages the creation, assembly, and delivery of secure, personalized, and interactive correspondences such as business correspondence, documents, statements, benefit notices, marketing mails, bills, and welcome kits.

Key capabilities

Following are the key capabilities of Interactive Communications:

  • Out-of-the-box integration with form data model to enable easy and streamlined access to back end databases and other CRM systems, such as MS® Dynamics
  • Integrated authoring interface for print and web channels with ability to auto generate web channel from the print channel
  • Charts to present information in easily understandable visual formats in print and web
  • Document fragments support rule editor and form data model
  • Agent user interface displays print and web preview of the Interactive Communication
  • Drag-and-drop components to quickly construct print and web channels

Sample use case

The Welcome kit for a credit card customer sample use case showcases the capabilities of an Interactive Communication.

Interactive Communication creation

interactive_communication-01

Workflow

To create an Interactive Communication, have the building blocks for Interactive Communication ready and then complete the following steps:

  1. Choose to create an Interactive Communication.

  2. Specify the form data model, prefill service, and print and web channel templates. You can choose to generate web channel from the print channel.

  3. Using the drag-and-drop interface, add document fragments, images, components to print and web channel of the Interactive Communication as required.

  4. Configure the properties for the components inserted, such as the following:

    1. Images
    2. Tables (Including Layout Fragments)
    3. Charts
    4. Document fragments

  5. Preview print and web channels and, if required, edit the Interactive Communication.

  6. The agent uses the Agent UI to prepare the Interactive Communication for sending it to the recipient/post process.

Building blocks

Following are the building blocks required for creating an Interactive Communication: