VERIFIED SOLUTION i

Templates not getting listed in EngageOne Correspondent/Interactive

Product Feature: Interactive Correspondent

Issue

The EngageOne Interactive (EO) application is a standalone web client delivered with the EngageOne product. It provides a browser-based interface for front-office users to create customized documents. On launching EO Interactive, no templates were visible however EO admin does show template(s).
 

Cause

This could be due to fact that publication (Publishing which created template) created in EngageOne Designer does not have Interactive Data Model (IDM) associated with it.

Resolution

UPDATED: March 24, 2017
  • Associate an IDM with the Source publication in EngageOne designer
  • Publish the publication to generate template zip file
  • Import template zip into EngageOne Admin.