You configure an email from the following locations in the portal. Emails are used in email campaigns, agent desktops, contact flows, and campaign monitoring reports.
Sequence | LVP UI Navigation | Task |
---|---|---|
1 a. | Configure > Services > Client > Billing tab | Ensure that the Email Channel is enabled for your client site. If it is not, contact your LiveVox system administrator. |
1 b. | Configure > Services > Client > Settings tab | Ensure that the Advanced Features > Phone DNC Type is set to Dial-Time Phone DNC so that the Email tab appears in the Contacts > DNC settings. If it is not, contact your LiveVox system administrator. |
2 a. | Configure > Email > Email Channel > General tab | Add the email that will send and receive communication. For more information, see Email Channel Settings. |
2 b. | Configure > Email > Email Channel > Services tab | Map the required services to the email address. For more information, see Email Channel Settings. |
3. | Configure > Messaging > Messages | Create email message templates to use in email campaigns, automated replies to inbound emails, and agent-customer interactions. For more information, see Create Messages. |
4. | Configure > Services > Services > Settings tab | Update the settings for the service that will be used for mass emails:
For more information, see Services: Settings Tab. |
5. | Configure > Contacts > Contacts > Channels tab | Confirm that contacts' channel settings allow email campaigns and email consent. For more information, see Contact Field Descriptions vU15. |
6. | Configure > Contacts > Contacts > DNC > E-mail tab | Confirm if contacts' DNC settings allow email campaigns. For more information, see Dial-Time Phone DNC - E-mail Tab. |
7. | Configure > Contacts > Contacts | Configure email campaigns for mass emails. For more information, see Copy of Making a Campaign. |
8. | Configure > Agents > Agents | Configure agent settings for mass inbound and transactional emails. For more information, see Creating Agent Profile. |
9. | Configure > Agents > Agent Desktop | Map message templates to the agent desktop for transactional emails. For more information, see Agent Desktop - Messagebook Tab. |