This Interaction element allows for an e-mail to be sent when the user reaches a certain screen in the application, or when a particular business rule is evaluated. The E-mail element is nonvisual: although it can be seen on the Interaction, it is not visible to Interaction users while the Interaction is running on the web server.
Note:To successfully use Email elements in Interactions, the settings for the SMTP server need to be configured in the Admin Console. For details, refer to Configuring Email Settings.
Sample Use Case
In a product support Interaction, an e-mail could be sent to the Repairs department if a user gets to a point in the process that indicates that the device is faulty and should be sent in for repair. The e-mail could contain the complete audit trail of the support interview, as well as any additional information that might be useful (e.g., serial number, product code, etc.).
Defining Email Items
Creating an E-mail item involves assigning a unique name to the Interaction element (Reference name), and then configuring the e-mail(s) that it contains.
To define an Email item:
- From the Insert menu, select Email. Alternatively, from the Interaction Elements toolbar, click , and then click inside the Interaction Map.
The E-mail Definition dialog opens.
- Enter a name for the element. Then, at the bottom of the dialog, click Add E-mail Element.
The E-mail Editor opens.
- In the E-mail Editor, design the structure, content and format of the email:
From, To, CC, BCC: Enter the relevant e-mail address(es) in the field. Alternatively, drag and drop an item from the Interaction (must be an e-mail address) into the field.
Subject: Relevant free text.
- Click OK.
The E-mail Definition dialog displays a row in the E-mail elements frame, representing the configured email.
- To add more email elements to the Email item, repeat Steps 2-4.
- Click OK.
The Email item is configured.