How to Create Outbound Email
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The Outbound message is created by default with a pending status. Every outbound message created from the email channel your Agents or Supervisor send from 3Dolphins is immediately converted into a ticket is marked as an outbound ticket
We’ve put together a detailed list of all the differences between outbound messages and inbound messages to help you understand this better.
By default, ticket status will be Unassigned or Assigned.
By default, ticket status will be Pending.
By default, the ticket will be marked as an 'Inbound' ticket.
By default, the ticket will be marked as an 'Outbound' ticket.
SLA will be calculated based on 'resolution time' (created date of ticket until the ticket was closed).
SLA will be calculated based on 'resolution time' (created date of ticket until the ticket was closed).
This section contains instructions on how to create the outbound email message.
First, you can go to the dashboard page and click the 'Make Outbound Email' button ( ), or on the customer ticket, you can click the 'New Email' button ( ). Next, you will see a pop-up conversation to create an email outbound. For example, create information message for customers then click the 'Reply' button like the image below.
Component Explanation:
From
In this field, you can choose an email address that matches the email address which is registered on Omni Channel.
Send As
This field will change your display name and email when your recipient's receive the email. To configure this, you can refer to this document.
To
This field will be used as the recipient of the email.
Cc
In this field, you can copy the email and send it to more recipients.
Bcc
To copy the email and send it to more recipients but the recipients cannot see other recipients' email addresses.
Subject
Message
Fill in with a custom message that will be sent to the recipient. you can insert images or links in the body message.
Attachment
Uploaded files as attachments to the email message. Attachments will maintain their original file name and are limited to a total aggregated size of 2 MegaByte (MB) for every email ticket.
Email Template
If you want to reuse existing content, select an email template to answer the message of the customer. You can select an email template when the customer message is the same. Or, the customer message is the global case and having a default answer.
View Conversation
This field will show your conversation history with the recipient.
Note: this will show if you make an outbound message from the selected ticket.
Reply
Email message will send to the customer and ticket will display on the Inbox tab.
Reply and Close
The email message will send to your customer and the ticket will be automatically closed.
By default, The ticket will be marked as an Outbound ticket and ticket status will be 'Pending' such images below.
If the Agent and Supervisor create an email outbound, the email outbound will appear in the Inbox tab.
Create a subject from an e-mail message that will be sent to the recipient. Note: Please click 'save' button () to add subject.
