How to configure the SAS Flex 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 according to your specific needs.
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.
Below, you'll find step-by-step instructions on how to connect this feature to your SAS account.
How to configure the SAS Email app
In our example, we are going to create a welcome email template to send new customers after the call has ended.
- Name: Name your template something that helps you tell it apart from any others that you may decide to add. For example, we named ours “New Customer Welcome Email."
- Description: This is a simple description that explains what the template is being used for.
- From Settings: In this dropdown, you’ll need to select which Outbound Mailbox you want to use. If you are sending emails to your customers and want the address to look like it’s coming from your office, you’ll choose the mailbox associated with your business. If you are just sending messages to a static email, you can select the default option.
- To Settings: In this section, you can choose to send emails to callers based on the email address they've provided, or to a static email address on your side. If you want to send messages to more than one static email, click Add Additional Email below the text box.
How to integrate your Email template into your script
Once the app is configured, you'll need to integrate it into your script.