AEM Correspondence Management Training Courses

Enterprise AEM Correspondence Management Training

This section introduces Adobe AEM Correspondence Management (CM) and guides you through the complete lifecycle of building dynamic, data-driven customer communications. You’ll learn how to design layout templates in AEM Forms Designer, structure and bind data using XML Schema and Data Dictionaries, and create reusable document fragments that enable consistent, personalized messaging at scale. Each course builds on the previous one, moving from foundational concepts and asset organization to advanced techniques such as conditional logic, editable content, and modular content assembly.

Through a series of hands-on exercises, you will assemble full correspondence solutions using AEM’s Touch UI, Agent UI, and Assets framework. You’ll learn how to integrate backend data, manage reusable content, and deliver communications across multiple channels while maintaining compliance and brand consistency. By the end of this section, you will have the practical skills and architectural understanding needed to design, build, and manage enterprise-grade Correspondence Management solutions within AEM Forms.

Introduction and Taxonomy

This course introduces Adobe AEM Correspondence Management (CM) and establishes the foundational architecture used throughout the curriculum. Students learn how CM fits within AEM Forms, including required components such as the AEM Forms Add-on and Compatibility Package, and how CM enables the creation of dynamic, data-driven customer communications. The course also introduces core CM assets—layout templates, data dictionaries, document fragments, and letters—and explains how they work together to produce personalized correspondence.

A key focus of this course is taxonomy and asset organization. Students learn how to create namespaces and tags within AEM to classify and manage CM assets at scale. This becomes critical in enterprise environments where hundreds or thousands of reusable assets must be organized, governed, and retrieved efficiently. By the end of this course, students will understand the full CM lifecycle—from asset creation to final correspondence generation—and will be prepared to build structured, maintainable CM solutions.

Layout Templates

This course teaches students how to design and build layout templates using Adobe AEM Forms Designer (XDP), which serve as the structural foundation for all correspondence. Students gain hands-on experience with the Designer workspace, including master pages, body pages, subforms, and content areas, and learn how to construct professional, reusable templates that support dynamic content insertion.

The course emphasizes the importance of layout architecture, including positioned vs. flowed subforms, page management, and reusable template design. Students also learn how to prepare and upload XDP templates into AEM Correspondence Management, ensuring compatibility with CM letters and document fragments. By the end of the course, students will be able to create robust, production-ready templates that support scalable correspondence generation.

Data Dictionary

In this course, students learn how to bridge backend data with correspondence through the use of Data Dictionaries. Built on XML Schema, the Data Dictionary provides a structured, visual representation of data that drives dynamic content within letters. Students will explore how schema design impacts correspondence behavior and why schema-level changes are often the most effective way to control data structure and validation.

Through hands-on exercises, students create a Data Dictionary and learn how Data Dictionary Elements (DDEs) are used to bind data into document fragments and letters. The course also demonstrates how data-driven logic enables personalization and conditional content. By the end of this module, students will understand how to design and implement data models that power scalable, automated correspondence solutions.

Text Fragments

This course focuses on Text Fragments, one of the most critical building blocks in Correspondence Management. Students learn how to create modular, reusable content components that can be shared across multiple letters. The course covers static text, data-driven text, and dynamic text fragments that incorporate conditional logic based on Data Dictionary values.

Students gain hands-on experience combining string literals with data elements to produce personalized messaging, as well as using the Condition Editor to control how content is rendered. Emphasis is placed on best practices for modular design, enabling content reuse while maintaining flexibility. By the end of this course, students will be able to create intelligent, data-driven text components that form the core of personalized correspondence.

Letters

In this course, students learn how to assemble complete correspondences using CM Letters. Letters act as containers that bring together layout templates and document fragments into a cohesive, personalized communication. Students will create letters based on Designer templates and associate document fragments with specific layout containers.

The course also covers configuration options such as mandatory vs. optional fragments, editable content, indentation, and pagination controls. Students use the Agent UI to preview and interact with letters, gaining insight into how business users generate final correspondence. By the end of this course, students will understand how to assemble, configure, and preview fully functional letters ready for production use.

Editable Text Fragments and Placeholders

This course extends the functionality of text fragments by introducing editability and placeholders, enabling real-time customization within the Agent UI. Students learn how to create editable fragments that allow business users to modify content at runtime while maintaining template integrity. This approach separates content from presentation, providing both flexibility and governance.

The course also introduces placeholders—variables such as strings, dates, numbers, and booleans—that can be embedded within fragments. These placeholders allow users to inject dynamic values during letter creation, enhancing personalization without requiring template changes. By the end of this course, students will be able to design flexible, user-driven correspondence experiences that balance control with customization.

Lists and Conditions

This course introduces advanced content structuring and logic through Lists and Conditions. Students learn how to group related document fragments into lists, enabling modular content assembly where individual items can be dynamically included or excluded. This is particularly useful for bullet lists, disclosures, or optional content sections within a letter.

The course also covers conditional logic using the Expression Builder, allowing content to be displayed based on data-driven rules. Students create conditional fragments that respond to values in the data stream, enabling highly personalized communications. By the end of this course, students will be able to implement rule-based content logic that adapts correspondence to each recipient’s unique data.

Layout Fragments and Image Assets

This course focuses on integrating visual and structural assets into correspondence using Layout Fragments and AEM Assets. Students learn how to create reusable layout components in Designer, including both static and dynamic fragments, and how to incorporate data-bound fields within these layouts.

The course also explores AEM Assets, including image management, metadata, and renditions. Students upload and manage assets such as signature images and learn how metadata supports searchability and governance. Finally, the course introduces Correspondence Management Packages (CMP) for packaging and migrating CM assets across environments. By the end of this course, students will be able to manage and integrate visual assets and reusable layouts into enterprise correspondence solutions.

These courses are part of our complete AEM Forms eLearning platform, designed for developers, administrators, and architects who need to build modern enterprise form solutions through online AEM Forms training. Visit aemforms.training to access our full library of online AEM Forms training and start building real-world expertise with hands-on AEM Forms courses today.