How to configure the SAS Email App
The SAS Email App is a great way to send documents to your customers following a call or email your colleagues call details in a specific format for fast follow-up. This can be especially useful when it comes to providing product and pricing information, sending new patient forms after appointment scheduling, emailing frequently asked questions, and more. It will also allow you to add a distinct subject line and call variables to customize emails for people in your organization.
When information is disseminated at the close of a call, it eliminates the need for you to do double the work by sending paperwork to your new leads or individually forwarding call details to different departments. The email app is designed to make your life easier, and it can be quickly configured and integrated into any path in your call script.
In this article we'll discuss:
Looking at Your Script Variables
Each script path will have custom step labels and default variables, such as [FirstName], [PhoneNumber], [Email], etc. If you have multiple paths in your script, they will each have a different set of variables. So, you'll need to access the call script builder to determine the step labels in the specific path you are mapping.
Keep in mind that you can build a separate integration for every script path, each with their corresponding step labels.
Configuring the Email Sending App
This will bring you to the configuration screen.
Note that you can create a different email template for each Script on your account, as well as any path within your call script.
- If you'd like to send information to your customers, select Caller.
- If you'll be emailing call details to your staff, select Custom, and then type in each email address separated by a comma. You can include a maximum of 10 email addresses.
When sending messages to your callers, you'll need to format the text just as if you were typing an email. If you're emailing call details to your colleagues, you can simply drag and drop your preferred fields and separate details with a hard return or comma.
In the example below, we've constructed a follow-up email to new sales leads.
- The following file types can be sent using the email app: .DOC, .XLS, .CSV, .PPT, and .PDF
- Each attachment must be 3 MB or less.
If you'd like to view an attachment, click the View button to the far right of the File name, and your attachment will be saved to your Downloads folder.
You can edit the email app configuration at any time. However, if the app has already been integrated into your script, you will need to reintegrate the link after saving your changes.
Integrate Email Sending into Your Script
With all of your integration settings complete, you'll need to add the integration into your SAS script.
NOTE: Some integrations and access to external websites are restricted to designated operator distribution groups. If you are adding either to your script, please reach out so we can make sure your account is assigned to the proper distribution.