Factors to Keep in Mind When Customizing OpenText Exstream

3 min readMar 1, 2024

When customizing OpenText Exstream, it is important to keep in mind certain factors that can affect the outcome. These factors can have an impact on the overall functionality and effectiveness of the software, so it is important to pay attention to them. Some of these factors may include the specific needs of the business, available resources, and the technical expertise of the team involved in the customization process.

With the help of OpenText Exstream, an enterprise-level document generation platform, companies can produce and distribute superior, individualized client communications over a variety of channels. Because of its cutting-edge capabilities, such as content customization, businesses of all kinds are choosing it to increase client engagement. However, like with any potent platform, there are a few important things to think about while modifying OpenText Exstream to suit your unique set of business requirements.

Content Personalization: The Key to Effective Communication

One of the most powerful features of OpenText Exstream is its ability to personalize content for each 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.

To get the most out of OpenText Exstream’s content personalization capabilities, it’s important to consider the following:

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

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

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.

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

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.

Get Exstream with Bentech

Bentech can provide you with the expertise needed to help you quickly see positive results. In a dialogue with Bentech, you get suggestions for solutions designed according to your specific goals using industry-leading tools.

Find out how your organization can use Self-Service to automate and simplify the composition and distribution of your business documents. Contact us at info@thebentech.com .We’ll start by identifying your challenges and goals so that you are on your way to getting a cost-effective solution that’s right for your needs.




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