Key Considerations for Customizing Opentext Exstream__Part1

1. Key Considerations for Customizing Open Key Considerations for Customizing Opentext Exstream Opentext Exstream: A Powerful Document Generation Platform Opentext Exstream: A Powerful Document Generation Platform Opentext Exstream is an enterprise-level document generation platform that enables businesses to create and deliver personalized, high-quality customer communications across multiple channels. Its advanced features, like content personalization, make it a popular choice for companies of all sizes looking to improve their customer engagement. But as with any powerful platform, there are a few key considerations to keep in mind when customizing Opentext Exstream to meet your specific business needs. Content Content Personalization: The Key to Effective Communication Personalization: The Key to Effective Communication One of the most powerful features of Opentext Exstream is its ability to personalize content for each individual customer. By leveraging data from various sources, like CRM systems or transactional databases, Opentext Exstream can dynamically merge custom content into a single document or communication that’s tailored specifically to each recipient. This level of personalization is critical in building strong customer relationships and improving engagement. text Exstream__Part:1 __Part:1

2. To get the most out of Opentext Exstream’s content personalization capabilities, it’s important to consider the following: 1. Define Your Personalization Strategy 1. Define Your Personalization Strategy Before you start customizing Opentext Exstream, it’s important to define your personalization strategy. What data will you use to personalize your communications? How will you structure your templates to accommodate personalization? What’s your plan for testing and optimizing your personalization efforts over time? Answering these questions upfront will help you create a more effective personalization strategy and avoid common pitfalls like using irrelevant data or over personalizing. 2. Determine Your Data Requirements 2. Determine Your Data Requirements Opentext Exstream’s personalization capabilities rely heavily on data from different sources, so it’s essential to determine your data requirements early on. What data do you need to drive personalization? Where is that data stored? How will you integrate that data into your templates? Understanding your data requirements is crucial to ensuring that your personalization efforts are successful and that you’re pulling in the right data at the right time. 3. Plan Your Template Structure 3. Plan Your Template Structure Opentext Exstream’s personalization capabilities require a lot of flexibility in your templates. You’ll need to plan for various permutations of your document based on different data points. For example, if you’re sending an invoice, you might want to include different information depending on the customer’s billing preferences or payment history.

3. Planning your template structure upfront will help you streamline the personalization process and avoid having to create multiple templates for each permutation. 4. Leverage Exstream’s Testing and Optimization Capabilities 4. Leverage Exstream’s Testing and Optimization Capabilities Opentext Exstream provides a range of testing and optimization features that can help you fine-tune your personalization efforts over time. These features include tools for A/B testing, multivariate testing, and real-time personalization. By leveraging these features, you can test different personalization approaches and optimize your communications for maximum impact over time. Accelerate upgrades & reduce risk by partnering with Bentech’s experts. Customers with Bentech’s Bentech’s OpenText Professional Services-led upgrades or other implementation projects reported a 75% reduction in inquiries to customer support. Let our experts work with your in-house teams to assess your current environment and prepare recommendations for a successful upgrade, whether on-premises, in the cloud or in a hybrid environment. To learn more, check out our Services page Services page, or Contact us Contact us directly.