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Automatic Email for reports

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This feature will trigger an automatic email, with an attached report containing customer care issues. These emails are triggered when specified tags are applied to a customer care issue on the web or using the walkthrough app. 

 

To setup this feature, Go to Home Pro Admin and click on Settings

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Under Settings, scroll down to Automatic Emails and click on blue hyperlink which says "Manage Automatic Email Settings (including current Queue and History) >>"

 

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First tab is General Settings- Under this tab, you can select the following:

1. Report Type- CSV or PDF. If you select PDF, you may further select Image size in the report

2. Batch Email Frequency will be setup once per day

3. Status Settings- You may select the Issue status for which you need to fetch the report and click on save

 

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Second Tab is Tag Matching

 

You may associate the email addresses of the sub contractors/internal team members/ constructions team for each tag whom you want to send notification/ assign a particular task. Ensure the Status is ON (in Green) else the report will not trigger.

 

NOTE: Multiple emails can be added, ensure it is separated by comma and a space between each email

 

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Next is Queue Tab

Reports which are in queue are not been sent to the recipients. The emails are sent at a specified time and batched together by tag.

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Next tab is History

 

You may track the report status and delivery time here. You may also download to see what report has been sent to the respective recipient. 

It will also list the tag name, recipients email address(es), how many issues have been tagged, etc.tag7.JPG

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