Automation - Email/SMS Failed to Send

Automation - Email/SMS Failed to Send


Overview

This allows the Dealer to specify the type and recipient of Notification when and Email or SMS has bounced or failed. In the example below;
  1. The Trigger is Email/SMS Failed To Send
  2. When this trigger is meet then an SMS Notification
  3. No Delay setting
  4. The User Type is set to 'Users', with only one User added. 
For this Dealership, whenever an SMS/Email fails an SMS  notification is sent to Dorian immediately - irrespective of the Lead. 

We could have set the communication type to In-app notification or Email, with a delay, and set the User Type to 'Lead Managers' or 'Lead Owner', which would ensure that any failed SMS/Email communications on the Lead would only notify the Lead Managers or Owner. 

The following settings are available.

Communications

Once the Trigger filters have been determined the following Communications types can be selected.  Depending on the Type selected there are delay, template and user type options that need to be selected. 
  1. Email Notification
    1. Delay (From 30 minutes to 1 year intervals)
    2. Template (Automation Notification)
    3. Subject (free text)
    4. Text  (free text)
    5. User Type (Lead Managers, Lead Owner, Users)
  1. Email Response
    1. Delay  (From 30 minutes to 1 year intervals))
    2. Standard Response (Select from all Available Standard Responses)
  1. In App Notification 
    1. Delay
    2. User Type (Lead Managers, Lead Owner, Users)
  1. SMS Message
    1. Delay  (From 30 minutes to 1 year intervals)

  1. SMS Notification
    1. Delay  (From 30 minutes to 1 year intervals)
    2. Text (free text)
    3. User Type (Lead Managers, Lead Owner, Users)
  1. SMS Response
    1. Delay  (From 30 minutes to 1 year intervals)
    2. Standard Response (Select from all Available Standard Responses)



Brakes

There are a number of Brake Types that can be selected which will 'stop' the Triggers.  One or many Brake types can be selected.
  1. Customer Sent Email or SMS or Click to Call
  2. Calendar Event Created
  3. Customer Sent Email Campaign
  4. Customer Sent Email or SMS or Click To Call
  5. Customer SMS or Email Recieved
  6. Form Created
  7. Lead Closed Lost

 

Yards

By default, these are set to All Yards, with the option of selecting one or many. 




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