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Document Design & Generation

Business rules and dynamic data

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To boost response rates, your communications should be relevant and personal.

By applying business rules and conditional logic, you can fine tune every piece of correspondence to the exact needs of your customers. Depending on the data that is provided, specific content can be included or left out, like specific wording or a table with an account overview. It is also possible to have a flexible layout, like adapting the font size to make text appear larger for senior customers or including different graphics for other customer segments.

Applying business rules and logic is done through wizards and point-and-click. There is no need to program.

The number of templates and template maintenance time will be drastically reduced since small differences between two documents can be handled in a single template, instead of having to maintain two templates.

 

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