The eDeliveryNow® Platform is an open and modular framework that utilizes REST APIs and Web Services to make it extensible and adaptable to meet current and future customer communication needs.


AccessibilityNow provides high levels of automation and integration into any environment, the platform includes software solutions and a wide range of tailored services to meet the document accessibility needs of all organizations, large and small, private sector and governments of all levels.


eDeliveryNow® Preference Manager

Managing Customer Communication Preferences

Product Overview

eDeliveryNow® Preference Manger is a core part of the eDeliveryNow® Platform. It aligns customers’ preferred communication channels by capturing, storing, and managing preferences for eDelivery (email, text messaging/SMS, web portal, mobile, social media), accessible documents (PDF, PDF/A, Accessible PDF, HTML5, WCAG 2.1 web content), and traditional (print, mail, phone).


Improve customer satisfaction: Send customers important communications via their preferred channel – a value-add to increasing customer retention.

Improve operational performance: Centralizes preference management in a consistent and automated manner.

Reduce errors and increase productivity: provides a single source of the truth for customer preferences eliminating duplicative and unaligned customer communication preferences.

Integrate with existing business systems and applications: API-led connectivity lets organizations plug preference manger into existing environments and communication channels to update and obtain real-time customer preferences. It connects to web portals, automated document factory, CRM, ERP or other systems, applications and workflows that contain and use customer preference data.

Meet compliance requirements: Empowers end users to control how, when and where an organization can communicate with them.

Business Challenge

Customer Preferences have changed with the wide variety of communication channels that are now available to them. Traditional print and mail documents were once fine for everyone but now serve the needs of a select group of regulations, organizations and customers. Customers expect to be able to choose the type, method and frequency of communication they receive from organizations. They want to customize their experience so it will be personalized for them. If enterprises can’t meet consumer expectations to deliver customer communications via their preferred communication touchpoint and channel, then they will switch to a business that will meet their expectations.

Customer Success Story

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Product Details

Single Source of the Truth

Preference Manager is the single source of truth for customer preferences. It connects to business systems, applications and communication channels using REST APIs and Web Services to seamlessly send, receive and update customer preferences. It eliminates duplicative and unaligned customer communication preferences. Ultimately, Preference Manager empowers end users to control how, when and where an organization can communicate with them.

Customers Self Select their Preferences

Preference Manager provides a Web interface for customers to self-select their preferred communication channels or a customer service representative to manage customer preferences in real-time. After preferences are selected, the eDeliveryNow platform can process existing print ready files from existing document composition systems and automatically create content for any selected preferred digital channel. As part of this process, Preference Manager can automatically suppress traditionally printed and mailed documents without making any changes to existing applications.

Preferences for Accessibility

Preference Manager enables customers who require assistive technologies to request their required format so that they receive their communications in a way that is accessible to them. From braille to large format, e-text and audio formats, every customer’s preference can be captured in Preference Manager. Customer communications can then be delivered in the required format, saving an organization both time and money while providing the best customer experience possible.

Use Cases
  • Customer Service: By understanding a customer’s preferred communication channels or contact times, companies can provide faster and more effective support.
  • Personalized Marketing: By understanding what products or services a customer is interested in, companies can tailor their advertising and promotions to specific customer segments and increase the effectiveness of their marketing efforts.
  • Product Development: By collecting and analysing customer feedback and preferences, companies can develop products that meet the needs and desires of their customers, resulting in increased customer satisfaction and loyalty.
  • Compliance and Consent Management: By collecting and managing customer preferences related to the use of their personal data companies can ensure that they have obtained the necessary consent to use it and comply with regulations and privacy laws.

eDeliveryNow Preference Manager, a component of the eDeliveryNow platform, integrates into our document re-engineering and workflow automation solutions, PRO Designer, Operations Express and PRO Conductor to transform and deliver critical customer communications based on customer preferences. It can be easily integrated into your systems by leveraging its powerful REST API Web Services. eDeliveryNow Preference Manager utilizes any anywhere deployment model, making deployment flexible to fit business needs.  It easily fits into any system architecture and works with a large variety of delivery channels and document formats.

Integration Options

  • Graphical User Interface
  • Command Line
  • API
  • Scripts

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