Select Predefined Email and SMS workflow actions (Templates)

Author: TeamJodo 306 views

Jodo allows you to configure multiple Pre-defined workflow actions (templates) that can be used across multiple business campaigns (processes).  You can create standard workflow actions for Email and SMS such as sending SMS or Emails to customers at end of the communication or when a business application trigger is received.

e.g. send account balance, acknowledgment notifications, send appointment confirmation, etc are examples of predefined workflow actions in a campaign.

Jodo is a multi-lingual system and allows you to create workflow actions in multiple languages based on market geography or customer languages.

Once configured and applied to a campaign, the predefined Email and SMS will be sent to customers at end of the call (wrap-up). 

Field Description
Email Template List of Email workflow actions that can be assigned to a campaign, these actions will be visible to users while selecting the dispositions. users can select the action and Jodo will execute the action accordingly. In the case of Auto-wrap up settings for a campaign, a predefined action can also be applied.
SMS Template List of SMS workflow actions that can be assigned to a campaign, these actions will be visible to users while selecting the dispositions. users can select the action and Jodo will execute the action accordingly. In the case of Auto-wrap up settings for a campaign, a predefined action can also be applied.

There is also an option to View the workflow action before selecting the action for a campaign.