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.

Depending on how you wish to use the Email App, you may need to configure an Outbound Mailbox. Check out this article for instructions.
Within SAS Flex, click the   Integrations icon from the left navigation panel.

On the next screen, click  Install next to the SAS Email app icon.

Once on the app screen, click the  Add Configuration button as shown below.

First we'll need to fill out the fields outlined below. 
  • 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. 
You can include up to 5 static email addresses

If you are a medical account, it is not HIPAA compliant to send an email to the caller that includes any patient information.

Now you can start creating your template. Add the Subject and body of your email. If you'd like to include script variables in your email template, you can find them using the Select field dropdown. The Copy merge field box will populate the correct format, which you can copy and paste into your template!

If you are a medical account, it is not HIPAA compliant to send any patient information.

If you want to add any attachments to your template, go to the Attachments tab and add your file(s) accordingly. If you haven't yet added Files, check out this tutorial for instructions. 

Picture formats are not accepted as attachments. 
When you are finished, click Save.

How to integrate your Email template into your script

Once the app is configured, you'll need to integrate it into your script.

In the Closing script block of your choosing, go to the  Options tab. 
Select the  Email Template checkbox. Then, from the dropdown list, select your template. 4. When you are done, click  Save

If you were simply editing a script block that was already added to a script, you’re all set! If not, you’ll need to create the rest of your script blocks (if applicable), your script sections, and your script. Check out these articles for instructions:
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