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rostrvm can send, receive, and manipulate emails.  Inbound emails can be handled through CallDirector, queued, and routed to an appropriate agent for handling.  Emails can be generated by OutBound and through templates sent to customers based on account information.

Note: rostrvm can also route and handle SMS texts in a similar fashion.


Email Accounts Panel

Email Account - the email address of the account;
Description - an optional description for the account;
Account User - the user name to login to the account;
Outbound Campaign - the campaign (or campaigns) for which you wish to use this email as the sender;
Inbound Script - the name of the CallDirector inbound routing script to be used to route inbound emails received at this account;
Inbound Class - the call class to be assigned for inbound emails that are received at this account.

 

From here you can:

Create Email Account - click the Create button on the Email Accounts panel to add a new entry;
Modify Email Account - click on the email account name to view or change the properties of an existing entry;
Outgoing Server - click this button to configure the email server for outgoing emails - this server is shared by all email and SMS accounts;
Launch the CallDirector script editor by clicking the name of the routing Script and selecting Edit from the drop-down menu.

 


Email Functionality

There are a number of ways in which emails can be handled by your rostrvm system.  These are outlined here.  In all cases an email account needs to be created.

Handling Inbound Emails

By default CallDirector routing scripts are used to route telephone calls. They can however be used to route emails as well.  Incoming emails are queued and distributed to an appropriate agent once one is available.  The rostrvm AdVisor client can be set up to handle these emails in the usual manner (i.e. reply, forward, etc.).

Sending Outbound Emails

By defining the appropriate templates, the rostrvm dialler can be configured to send emails for each account when you try an account for the first time and when the account is terminated for a non-contact reason (e.g. no answer).

Email Broadcast

It is possible to bulk send emails to all unused and call-back accounts associated with a campaign or a list.