Updated dispo-send-email doc with script tab email example
git-svn-id: svn://192.168.202.10@3527 3d104415-ff17-0410-8863-d5cf3c621b8a
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Sending email after agent dispositions a call Started: 2015-08-06 Updated: 2021-08-25
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Sending email after agent dispositions a call Started: 2015-08-06 Updated: 2021-09-26
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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".
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@@ -22,6 +22,9 @@ UPDATE! 2021-08-23 - Changed email attachments so they must be placed in the "ag
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HERE IS AN EXAMPLE DISPO CALL URL ENTRY FOR THIS FEATURE:
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(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)
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@@ -36,7 +39,9 @@ VARhttp://192.168.1.1/agc/dispo_send_email.php?container_id=TEST_CONTAINER&lead_
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HERE IS AN EXAMPLE SETTINGS CONTAINER TO SEND OUT AN EMAIL:
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HERE IS AN EXAMPLE SETTINGS CONTAINER(Container ID: "TEST_CONTAINER") TO SEND OUT AN EMAIL AFTER CALL DISPO:
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(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.)
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@@ -138,13 +143,14 @@ email_body_end
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HERE IS AN EXAMPLE NO AGENT CALL URL ENTRY FROM AN IN-GROUP FOR THIS FEATURE:
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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
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HERE IS AN EXAMPLE SETTINGS CONTAINER TO SEND OUT AN EMAIL FROM THE ABOVE EXAMPLE:
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HERE IS AN EXAMPLE SETTINGS CONTAINER(Container ID: "INGROUP_NA_EMAIL-test") TO SEND OUT AN EMAIL FROM THE ABOVE EXAMPLE:
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; destination email
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email_to => vicidialemailtesting@gmail.com
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@@ -187,3 +193,37 @@ call_id: --A--call_id--B--
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ACME Call Center
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email_body_end
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HERE IS AN EXAMPLE SCRIPT TAB ENTRY FOR THIS FEATURE(click to email):
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(Note: This example includes an attachment, the file 'Refund_Form.pdf' is located in the "../agc/attachments/" web directory)
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Click on the link below to send an email with the Refund Form attached to it.
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<BR><BR>
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Customer Email: --A--email--B--
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<BR><BR>
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<a href="../agc/dispo_send_email.php?container_id=REFUND_FORM_EMAIL&stage=offline&lead_id=--A--lead_id--B--&call_id=--A--call_id--B--&user=NOAGENTURL&pass=--A--call_id--B--&sale_status=ALL-STATUSES&log_to_file=1&email_attachment_1=Refund_Form.pdf&email_to=--A--email--B--&additional_notes=Hi+Good+morning+I+have+attached+the+refund+form+as+we+discussed+on+the+phone.+If+you+have+any+questions,+please+reply+back." target="_blank">CLICK HERE TO SEND EMAIL</a>
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HERE IS AN EXAMPLE SETTINGS CONTAINER(Container ID: "REFUND_FORM_EMAIL") TO SEND OUT AN EMAIL FROM THE ABOVE EXAMPLE:
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email_from => testing@vicidial.com
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email_subject => Refund Form
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email_body_begin =>
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Dear--A--first_name--B-- --A--last_name--B--,
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Please find within requested Refund Form PDF file.
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--A--additional_notes--B--
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Thank you,
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ACME Support
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email_body_end
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