Automessages

Automessages

Automessages allow you to send pre written email and sms messages to Leads in an organized and efficient manner.

Creating an Automessage

You can add tag details using the ADD Automessage Form. This screen is divided into two tabs:

 

  • Setup
  • Email
  • SMS

Setup Tab

You can edit the general settings of the Automessage using the Setup tab.

Controls

  • Category– Allows you to assign a category for the Automessage.
  • Automessage – Allows you to name of the Automessage.
  • Message Type Allows you to determine if the message will be an Email or SMS
  • Status Share To – Allows you to share the automessage with selected agents
  • Share All –  Allows you to share the automessage with all the of agents
  • Agent – Allows you to assign an agent to the corresponding automessage

 

Email Tab

You can store the email preferences using the Emails tab.

In this tab, the email automessage can be written exactly how the user wishes it to be sent out

 

SMS Tab

You can store the SMS preferences using the SMS tab.

In this tab, the SMS automessage can be written exactly how the user wishes it to be sent out

 

Viewing the Automessage

You can view a file detail using the View Automessage Form. Press  button from Actions dropdown to load View Automessage screen.

 

Editing an Automessage

You can edit an Automessage Lead via Edit Automessage form. Press the   button from Actions dropdown to load Edit Automessage Form. The Edit Automessage form is divided into the same two tabs established above in creating Automessage.

 

Deleting an Automessage

You can delete an using Automessage List screen. Press   button from Actions dropdown to delete the Automessage.

You will be prompted to continue. If you choose to continue, the record will be deleted. 

 

Sending an Automessage

You can send an automessage in two ways.  The first way is to trigger an automessage based on a response in an AI Text Tree and the second is to send the message to a specific Lead or a Group manually.

In order to send the Automessage through an AI Text Tree Response go into the Add Intent or Edit Intent menu for the question that you want to trigger the Automessage and type the Subject Line of the premade message in the Trigger Email line to select it or press the + symbol next to the Trigger Email create and Automessage.

In order to manually send an Automessage

 

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