User Manual

Add Email Schedules

When an agent scores less than the configured evaluation percentage, then follow up emails are set up to be triggered to respective clients. The page helps the user to add email schedules for particular clients and programs. User also has the option to set up the number of days after which the follow up emails will be triggered. 

Click Add tab to add an email schedule and the following screen appears.

Follow up email 1

Add Email Schedule screen

Provide the following details to configure follow-up emails.

Screen Elements

Description

Client Name

Select the client name from the dropdown list for which the follow-up email is to be setup.

Program

Select program for the selected client from the dropdown list.

Email Subject Line

Provide the email subject line that will appear in the follow-up email.

First Follow up Email Days

Provide the number of days after which the first follow-up email is to be sent.

Second Follow up Email Days

Provide the number of days after which the second follow-up email is to be sent.

Evaluation QA Score less than(%)

Enter the cut off score of evaluation/audit. If the score of an agent is less than this configured score then he/she becomes eligible and a follow-up email is sent.

Reviewed Status

Select the status of the evaluation for which a follow-up email is sent.

Team

Select the team to whom the follow-up email is to be sent.

Click Submit button button to add the email schedule or click Reset Button button to reset the fields. On clicking submit button the following confirmatory message is displayed as shown in the screen below.

Message Box screen

Click OK button and the newly added email schedule is visible in the Search tab as shown in the screen below.

Follow up email 2

Newly Added Email Schedule screen

 

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