How can I send an email within Megadialer?

In Megadialer it is possible to send emails to clients, this can be used for things such as order confirmation, appointment confirmation or simply to thank a customer for their purchase or a product or service.

Emails are on a template structure, this means that you can create a generic template that will be emailed to the customer. You can include any fields that are on the form view of the dialer (for example the Name, Surname etc) as well as other fields such as the Agent Name (useful for signatures in emails) and even appointment times/dates should you choose to integrate with Google calendar.

To create the email task we first need to ensure we have our email server information, this is usually the SMTP information and would consist of:-

• SMTP Server
• Username
• Password
• Protocol

Once we have this information we can proceed to to configure in Megadialer, for this we need to click on "Tasks" on the left hand menu...

Then we need to click on the "+" symbol in the top right corner and then select "email"

Now we can give the email tasks an internal name, this is useful in case we need to send different emails based on the service/product that the customer has. In this example we are simply going to send a welcome email, so we will call it "email_welcome_email"

The reason we prefix the task with "email" is because it will allow us to group different email tasks together in the future should we want to create a report on all the emails sent.

Now we need to move on to the section E-mail preferences, this is where we type in the server information. The User isnt necessarily the address that the end user will see, it is simply an account that will allow authorisation to your email server to authenticate. If you wanted to send from different emails under the same domain then this won´t be a problem (for sending from different agents for example)

On the next section, Template, this is where we configure the text and information that we will send in the email. There are various was we can send the information, which can be seen below:-

Send emails from a specific Email address to a specific Email address..

We can manually define the From and To email addresses by simply typing the full email address. This is useful when for example we have a survey campaign which is done over the phone and we want to send the results of the survey in an email to process internally.

Send emails from a specific Email address to a specific Customers email address..

We can define the From address manually and then have the To address be autocompleted based on the value in the contact form.

If we go to the contact form we can see that we have 2 values, the one on the right is the "Field name" which is what the Megadialer will read internally. The value to the left is what the agent will see on their contact form.

Now that we have this information we can go back to the email task by clicking on Tasks and selecting the email task we created earlier.

We can then type in {Email_Address} in the To field and it will pull this information from the contact before the email is send. This is what is known as a variable (as it is something that can change)

We can even customise the Subject of the email and even the HTML content with variables as can be seen in the below screenshot...

Once we have done all the necessary changes we need to click on the tick in the top right hand corner to save the changes.

There is now one last thing to do to allow the email to be sent and this is by setting the Call Flow in the call task. This basically means that we can have the lead automatically move to the email task once the agent has selected the outcome and saved the contact.

To set the call flow we will first go to our call task. In this example it is called "call_first_call"

Now we scroll down the page and in the section "Task flow" we need to set the following settings:-

Once done we will click on the "+" symbol and it will look like this....

Basically the script is looking at the source, in this case "call_first_call" and when the status is "Success" and the Status_detail is "Meeting_Booked" then after a 5 minute delay it will move it to the task called "email_welcome_email" with a status|status_detail of "open|none".

Open|None indicates to the dialer that it needs to do some thing with that lead|contact when a lead enters it. The 5 minute delay is just to make it seem a little less automated to the customer receiving the email.

Once done as always we need to click on the tick in the top right hand corner.

For any further assistance please contact us at support@megacall.es.