That the relationship with our clients is changing is a fact we can all appreciate. New technologies and the massive and immediate access to information are leading us to a scenario where customers are demanding both greater control over their information and a personalized experience.
In this context, a new concept has emerged in the field of digital transformation: dynamic communications, characterized by its level of personalization and interactivity. In this sense, the main characteristics of iberDok, such as the capacity to generate intelligent, editable, guided and interactive documents through the web, make it the ideal tool to implement them.
But what are dynamic communications?
We will explain it with a couple of practical examples.
Up to now, when we received a document at home by ordinary mail or e-mail, it always came with static information generated at its origin and whose content was conceived by the business personnel who send all the clients documents with the same information.
This may seem reasonable in general terms, but depending on the client, it may be in their interest to go deeper into the information they receive than what a static document identifies, or even to relate in the opposite direction to the issuing entity by means of the same document. Dynamic communication.
A couple of use cases:
Electricity consumption bills:
A customer receives a bill with information on his consumption for a month and he finds it sufficient information.
Another customer receives the same as the previous one, but also wants to know:
The price fluctuation of the Kw/h per hour/day of consumption.
Request from the document itself that in future communications you send some additional configurable information.
A client receives the movements of the bank account and finds it sufficient information.
Another customer, in addition to this information, is interested in obtaining additional information on one of the movements and, by acting on the document itself, can display the required information and generate its final personalized document.
With iberDok, it is possible to raise this level in communications and reach dynamic communications.
From the iberDok template designer, a business user can configure the templates achieving dynamic communications very easily with the intelligent tools provided by the solution, without programming absolutely anything. The final user that visualizes the generated document can interact with it to show or hide information and keep what he is really interested in, or even answer some question or request more information from the document itself. After that you can generate the customized PDF for printing/archiving.
In another aspect, in the case of documentation generated internally in an organization, this can lead to the editing of a document, allowing actions by a user on the document itself, such as selecting data or inserting information into the document, to produce documents that are variable in content and allowing a single template to generate very versatile documents.