Interactive Templates

Maintain consistency and compliance with your one-to-one customer communications.

Explore

Overview

Complete compliance for one-off communications

When customer-facing employees have to create bespoke communications in response to customer interactions, it can be challenging to maintain compliance and corporate standards.

Interactive Templates is the ideal solution for lower-frequency communications such as legal, insurance and financial documents that require a high degree of personalisation and input from a range of departments, yet still need to adhere to brand, marketing and compliance guidelines.

With Interactive Templates your operational employees use our online portal to compose compliant communications, assembling letters and emails using a library of approved templates.

Interactive Templates can help you manage complex communications that may require multiple contributors or approvals from a number of departments. Our platform simplifies this complexity and provides complete visibility (and a full audit trail) for such multi-stage communications.

Features

Flexible features to drive consistency

Consistency

Give your business experts the tools they need to compose perfect communications.
Compliance

Essential wording, forms and inclusions are easy to forget. Interactive Templates’ configurable workflows ensure that all approvals and input are received before the communication is authorised for despatch.
Efficient workflow

Composing, reviewing and approving compliant communications is a seamless process with Interactive Templates.
Personalised

Personalise content to suit your customer – while maintaining consistency of branding and tone of voice.
Operator autonomy

Your customer-facing employees can use Interactive Templates to create documents in minutes, without the support of IT or external vendors.
Cloud-based

Interactive Templates is a cloud solution, so there is no software to install or hardware to purchase.
Management information

The dashboard includes a wealth of performance statistics so you can monitor the progress of your customer communications.
Intuitive interface

Your customer-facing employees will be creating quick, compliant communications with little or no training.

Benefits

Quality, compliance and consistency

Constant compliance

By relying on Interactive Templates your operational teams can focus on responding to customer needs and know that compliance is guaranteed.
Better branding

Every communication will feature the correct logos, formatting, colours and content, so your customers will always see your best side.
Experts in control

Stakeholders such as marketing, brand and compliance can manage their content while customer-facing employees control the variables.
Efficient workflows

Message creation, review and approval is all handled digitally so there is a complete audit trail for every communication.
Customer experience

Your customers are guaranteed to receive complete, compliant and on-brand communications in a timely manner.
Retain valued customers

By getting every message right first time you can improve customer retention rates.

Our Process

Discover Design Deliver

We take the time to explore precisely what you want to achieve.

We start by exploring your current customer communications from a variety of perspectives, such as marketing, customer services, compliance and branding.

By understanding the needs of your business we can ensure you exploit the immense potential of the DocCentrics platform.
We fine-tune the workflows and functionality to match the way you work.

Every screen is tailored to the needs of your users, so each individual only sees the settings, options and functions that they need.

This customisation ensures that your business achieves the benefits of our platform without having to adapt or alter your operations.
Once the system is operational we continue working closely with you.

This ensures that you always benefit from the full potential of DocCentrics, and always deliver on-brand, on-message, on-time and fully compliant communications.