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How do I configure taking a message from a caller and

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sending that message to the appropriate recipient?

Using the Take Message applet, you can prompt a caller to leave a voice message. ContactWorld then sends that voice message in an email to a recipient or recipients.

You can use any combination of the following elements:

  • custom dynamic and generic audio files.
  • dynamic and static email addresses.
  • dynamic and static email subjects

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Note

You can only use dynamic elements if the feature is enabled for your account.

To use any

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dynamic elements in the Take Message applet, you must configure data sources. These data sources must contain the required values for the elements when ContactWorld routes the call to the applet.

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For

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additional information about dynamic audio files,

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see Dynamic audio files.

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To use the Take Message applet, perform the following tasks:

  1. Create a Take Message applet. If you are using an dynamic elements, create the applet in the same interaction plan as your data source or data sources, create a Take Message applet.
    • Configure the initial audio file. This audio file informs the caller that they can leave a voice message.
      To use a custom initial dynamic audio file, in Initial audio data source, click the data source that will contain the initial audio's file name at run time. To use a static audio file, click Choose file alongside Initial generic audio file. Select the audio file that ContactWorld plays in the following circumstances:
      • if you do not select a data source that contains the file name of the initial audio
      • if ContactWorld cannot locate the audio file defined in Initial audio data source
    • Configure the confirmation audio file. This audio file requests that the caller listens to, accepts, or rerecords their voice message.
      To use a custom confirmation audio file, in Confirmation audio data source, click the data source that will contain the confirmation audio's file name at run time. To use a static audio file, click Choose file alongside Confirmation generic audio file. Select the audio file that ContactWorld plays in the following circumstances:
      • if you do not select a data source that contains the file name of the confirmation audio
      • if ContactWorld cannot locate the audio file defined in Confirmation audio data source
    • Configure the email address or addresses that ContactWorld sends an email containing the voice message to. You can specify email addresses for one or more recipients. You can use a combination of static email addresses and dynamic email addresses. Dynamic email addresses are defined at run time in the data source you specify.
      To use dynamic email addresses, in Recipient email, type the dollar sign ($). A list of available data sources appears. Click the data source that will contain the email address at run time. Repeat for additional dynamic email addresses, separating multiple values with a comma. Type any static email addresses, again separating multiple values with a comma.
      Dynamic recipients
    • Configure the subject of the email that contains the voice message. You can specify a static email subject, a dynamic email subject, or an email subject that contains a combination of both. The dynamic elements are defined at run time in the data source you specify.
      To use a dynamic email subject, in Subject, type the dollar sign ($). A list of available data sources appears. Click the data source that will contain the value that you want to include in the email subject of the email that contains the voice message. Repeat for additional values. Type any static text you want to include.
      Dynamic email subject
    For information about the Take Message applet, see Take Message applet.

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  1. ContactWorld plays the initial audio file to the caller. If you specify a data source that contains the initial audio's file name, ContactWorld locates and plays this audio file. If ContactWorld cannot locate the audio file, or you do not specify a data source, ContactWorld plays the initial generic audio file. If you do not provide a generic audio file, ContactWorld plays NewVoiceMedia's default audio file.
  2. The caller leaves a voice message.
  3. ContactWorld plays the confirmation audio file to the caller. If
    • If you specify a data source that contains the confirmation audio's file name, ContactWorld locates and plays this audio file.
    • If ContactWorld cannot locate the audio file,
    or
    • ContactWorld plays the confirmation generic audio file.
    • If you do not specify a data source, ContactWorld plays the confirmation generic audio file.
     If
    • If you do not provide a generic audio file, ContactWorld plays NewVoiceMedia's default audio file.
  4. The caller optionally listens and rerecords their voice message until they accept the message.
  5. ContactWorld sends an email containing the accepted voice message to email to the specified recipient or recipients with the . The email has the specified subject and contains the accepted voice message.
  6. ContactWorld routes the call to the next applet you specify.