OpenText Exstream - Marq Integration and Automation

Common Integration Use Cases Between OpenText Exstream and Marq

1. Brand-approved template handoff for customer communications

Data flow: OpenText Exstream - Marq

Use OpenText Exstream to generate approved communication content such as statements, notices, policy documents, and letters, then pass selected content or layouts into Marq for marketing and customer-facing design refinement. This supports teams that need to reuse regulated communication content in a more visually polished format for campaigns, onboarding packs, or customer education materials.

Business value: Reduces duplicate template creation, improves brand consistency, and shortens turnaround time for communication updates across departments.

2. Personalized document production with design-controlled output

Data flow: Marq - OpenText Exstream

Marketing or business teams can create and maintain approved visual templates in Marq, then send those templates or design assets into OpenText Exstream for high-volume personalization and production. Exstream can merge customer data, rules, and compliance text into the Marq-designed layouts for statements, renewal letters, or account summaries.

Business value: Combines strong design governance with enterprise-scale personalization, helping organizations deliver consistent and customer-friendly communications at volume.

3. Cross-channel communication package creation

Data flow: OpenText Exstream - Marq

OpenText Exstream can generate the core communication content for print, email, web, and mobile, while Marq can adapt the same message into supporting assets such as banners, inserts, one-pagers, or digital collateral. This is useful when a regulated communication needs to be extended into a broader customer journey across multiple channels.

Business value: Improves message consistency across channels and reduces the effort required to create companion assets for campaigns and service communications.

4. Self-service template updates for business users

Data flow: Bi-directional

Business users can update approved visual elements, images, and layout components in Marq, while Exstream continues to manage the data-driven logic, compliance rules, and output generation. Changes made in Marq can be synchronized back into Exstream to keep production templates current without requiring full developer involvement.

Business value: Lowers dependency on IT, speeds up template changes, and helps marketing, operations, and compliance teams work from a shared template library.

5. Customer onboarding and welcome kit orchestration

Data flow: OpenText Exstream - Marq

When a new customer is onboarded, OpenText Exstream can generate personalized welcome letters, account documents, and disclosures, then trigger Marq to produce branded welcome kit materials such as guides, checklists, and product explainers. The combined workflow creates a coordinated onboarding experience across print and digital touchpoints.

Business value: Improves first-contact customer experience, reduces onboarding confusion, and supports faster adoption of products and services.

6. Compliance-approved marketing inserts for regulated communications

Data flow: OpenText Exstream - Marq

Exstream can produce the regulated core document, while Marq generates approved inserts or companion pages for offers, disclosures, or educational content. This is especially useful in financial services, insurance, and utilities where marketing content must be attached to customer statements or notices without compromising compliance.

Business value: Enables targeted cross-sell and upsell opportunities while preserving control over mandatory communication content.

7. Centralized content library for reusable communication assets

Data flow: Bi-directional

OpenText Exstream and Marq can share a common repository of approved logos, images, copy blocks, legal disclaimers, and layout components. Exstream uses the library for production-grade output, while Marq uses the same assets for design and content creation. Updates to approved content can be synchronized between both systems to avoid version drift.

Business value: Reduces content duplication, improves governance, and ensures teams use the same approved materials across operational and marketing workflows.

8. Rapid campaign adaptation from operational communications

Data flow: OpenText Exstream - Marq

Organizations can take high-performing operational communication content from Exstream, such as billing messages, renewal notices, or service alerts, and adapt it in Marq for campaign use, customer education, or digital promotion. This allows teams to repurpose proven messaging into new formats without rebuilding content from scratch.

Business value: Accelerates campaign creation, improves message relevance, and helps teams reuse trusted communication content more efficiently.