With this tool, uContact users can receive and send Emails using the portal.
Allows the user to create Email Campaigns.
To finish the creation process, the user must click on the "Save" button.
These parameters already have a default value for the proper functioning of the campaign. To see more about its function visit Important concepts - Omnichannel Maximum Interactions per Agent Enable Receive Emails Signature Enable qualification
Thresholds Confirmation Message Encryption/Security
When the three options are correctly configured, the status of this one will be green, on the contrary will be red, indicating that fields must be checked and corrected. |
To end the process, the user must click on the "Save" button below.
Once the campaign is created, this one will appear in the list on the right side of the screen.
If the user selects a campaign from there, all its data will load in the section of the left, so the user can always modify it.
Apart from that, the campaign can be deleted by selecting it and clicking on the "Delete" button. |
In order to add or delete agents from a campaign, the user must go to Members on the top left corner.
To see more about this screen go to Members - Omnichannell |
Members added to a campaign must be part of a voice campaign, on the contrary, this agents wont get any interactions from this channel. |
Easily design your own Templates.
Each one of this is assigned to a specific campaign.
To create a new Template, the user must specify its name on the top box and the campaign assigned to this one on the bottom box, which is optional by checking the box next to it. In case there is no campaign adjudicated to the template, this one will appear for every campaign in the system. If the user wants to edit an existing Template, first of all select this one from the table below and the template will appear ready to be modified. |
This is how the agent uses Email in the portal.
Next to this searching box, there is an icon where the user can easily start interactions. The following box will unfold: And inside the Email option: The agent will have on his Inbox the Email with which she/he started an interaction. This Email will unfold on the right side of this section, showing its history of conversation and the client's information:
When the user opens up the email, this one can be answered to the same user that sent it, or Forward it to as many other users as the person wants. |
In section on the left, the user has an interaction searching box. Can search by campaigns name, client's email, subject and client's name. |
An email can be forward, by clicking on the arrow icon next to the answering box.
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Here the statistics in real time are shown.
Left down table
Right down table
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When an agent has an active interaction, the supervisor can click on it an the following options will appear:
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In this section, the supervisor will see every Email chat interaction.
Parameters for filtering
Email ViewerWhen the user clicks on one of the mails, the following opens up:
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