From b7f73d59fc194bf43fd934229a27007b90ca002b Mon Sep 17 00:00:00 2001 From: mattf Date: Sun, 26 Sep 2021 13:38:00 +0000 Subject: [PATCH] Updated dispo-send-email doc with script tab email example git-svn-id: svn://192.168.202.10@3527 3d104415-ff17-0410-8863-d5cf3c621b8a --- docs/DISPO_SEND_EMAIL.txt | 46 ++++++++++++++++++++++++++++++++++++--- 1 file changed, 43 insertions(+), 3 deletions(-) diff --git a/docs/DISPO_SEND_EMAIL.txt b/docs/DISPO_SEND_EMAIL.txt index cd9d1bac..7d93104e 100644 --- a/docs/DISPO_SEND_EMAIL.txt +++ b/docs/DISPO_SEND_EMAIL.txt @@ -1,4 +1,4 @@ -Sending email after agent dispositions a call Started: 2015-08-06 Updated: 2021-08-25 +Sending email after agent dispositions a call Started: 2015-08-06 Updated: 2021-09-26 These instructions will show you how to set up automatic emails to be sent out when an agent dispositions a call with a specific defined "sale status". @@ -22,6 +22,9 @@ UPDATE! 2021-08-23 - Changed email attachments so they must be placed in the "ag + + + HERE IS AN EXAMPLE DISPO CALL URL ENTRY FOR THIS FEATURE: (in this example, only calls that are set by the agent as SALE, SSALE or XSALE status would have an email sent out, and the email would use the TEST_CONTAINER settings container as the email's template) @@ -36,7 +39,9 @@ VARhttp://192.168.1.1/agc/dispo_send_email.php?container_id=TEST_CONTAINER&lead_ -HERE IS AN EXAMPLE SETTINGS CONTAINER TO SEND OUT AN EMAIL: + + +HERE IS AN EXAMPLE SETTINGS CONTAINER(Container ID: "TEST_CONTAINER") TO SEND OUT AN EMAIL AFTER CALL DISPO: (The four keys you can use are: "email_to", "email_from", "email_subject" and "email_body_begin" will start your message while "email_body_end" will mark the finish of the message. You can use most standard SCRIPT variables in the subject and body fields, and you can use either fixed email addresses or "agent_email" and "customer_email" as variables for the email addresses as shown below. A semi-colon ";" at the beginning of a line will comment out that line and it will not be parsed. If you want to include custom fields values in the email, then you need to put "--A--CF_uses_custom_fields--B--" into the email body somewhere, it will be removed before the email is sent. Then you can put custom fields values in just like you do in a script.) @@ -138,13 +143,14 @@ email_body_end + HERE IS AN EXAMPLE NO AGENT CALL URL ENTRY FROM AN IN-GROUP FOR THIS FEATURE: VARhttp://server/agc/dispo_send_email.php?container_id=INGROUP_NA_EMAIL-test&lead_id=--A--lead_id--B--&call_id=--A--call_id--B--&dispo=--A--dispo--B--&user=NOAGENTURL&pass=--A--call_id--B--&sale_status=TIMEOT---NANQUE---DROP---AFTHRS&log_to_file=1 -HERE IS AN EXAMPLE SETTINGS CONTAINER TO SEND OUT AN EMAIL FROM THE ABOVE EXAMPLE: +HERE IS AN EXAMPLE SETTINGS CONTAINER(Container ID: "INGROUP_NA_EMAIL-test") TO SEND OUT AN EMAIL FROM THE ABOVE EXAMPLE: ; destination email email_to => vicidialemailtesting@gmail.com @@ -187,3 +193,37 @@ call_id: --A--call_id--B-- ACME Call Center email_body_end + + + + + + +HERE IS AN EXAMPLE SCRIPT TAB ENTRY FOR THIS FEATURE(click to email): + (Note: This example includes an attachment, the file 'Refund_Form.pdf' is located in the "../agc/attachments/" web directory) + +Click on the link below to send an email with the Refund Form attached to it. +

+Customer Email: --A--email--B-- +

+CLICK HERE TO SEND EMAIL + + + +HERE IS AN EXAMPLE SETTINGS CONTAINER(Container ID: "REFUND_FORM_EMAIL") TO SEND OUT AN EMAIL FROM THE ABOVE EXAMPLE: + +email_from => testing@vicidial.com +email_subject => Refund Form +email_body_begin => + +Dear--A--first_name--B-- --A--last_name--B--, + +Please find within requested Refund Form PDF file. + +--A--additional_notes--B-- + +Thank you, + +ACME Support + +email_body_end