CallerReady VMDROP Setup Process

CallerReady VMDROP Setup Process

  • Create default assets

    • For each VM Drop message, you will need a default asset – this will play if the rep has not recorded a personalized message yet. Wording should be generic (“hello this is CompanyName” rather than “Hello this is Repname from CompanyName” for example)

    • Go to Old UI -> Global Options -> Asset Manager

    • There either upload previously recorded assets OR press the Record button and record new assets for the default VMDROP messages

  • Create VMDROP Message Configuration

    • Go to Old UI -> Global Options -> Voicemail Manager

    • Click the + to add a new config.

    • In the resulting dialog, complete the “Display Text” and other fields. ​​ NOTE THE “DISPLAY TEXT” IS CRITICAL AS THIS WILL BE THE NAME YOU SPECIFY ON DISPOSITION BUTTONS TO DROP THE MESSAGE. ​​ Do not include special characters – just alphanumeric and spaces.

    • The “Script” is what will display for the Reps when recording their personalized version of the message.

    • Choose the “Default Asset” from the list of assets (as created/recorded in step 1 above)

    • For a rep to record, check both “Show Rep” and “Enabled”

    • Click submit

  • Create an IVR for depositing the VMDROPs ​​​​ 

    • Go to Old UI -> Global Options -> IVR Manager

    • All VMDROPs will use the same IVR. ​​ Name one appropriately (“Voicemail Drop IVR” for example)

    • Click “(+) Add Greeting”

    • Click the “Greetings” box that appears

    • In the “Greetings Editor”, enter this value:

      • </Say> <Play loop="1">@@[PROC|proc_Field_VMDropRecording|url]</Play> <Say>

    • Make sure the other IVR settings are appropriate​​ and save

    • NOTE THIS STEP WILL ONLY NEED TO BE COMPLETED ONCE

  • Select the IVR for VMDROP functionality

    • Go to Old UI -> Global Options -> Misc Settings

    • Select your new IVR created​​ in Step 3 above for “Voice Mail IVR” and save

    • NOTE THIS STEP WILL ONLY NEED TO BE COMPLETED ONCE

  • Create the VMDROP Disposition Export​​ – YOU WILL NEED A SEPARATE EXPORT FOR EACH VMDROP MESSAGE TO BE EXECUTED BY DISPOSITION BUTTON.

    • Go to New UI -> Admin Management -> Integration Manager

    • Click the “Internal Operation” tab/set

    • Click “(+) New Integration”

    • Name the integration specific for the VMDROP Message to be dropped (for example, “VMDROP Sorry We Missed You”)

    • Once the Integration Field Manager appears, click “(+) New Integration Field”

    • Create new field as follows:

      • Field Name = VMDropToPlay  ​​​​ (must be exact)

      • Type = Template

      • Field Template = THE VOICEMAIL CONFIGURATION MESSAGE NAME YOU CREATED FROM STEP 2c ABOVE ​​ (must be exact)

      • Default Value = THE VOICEMAIL CONFIGURATION MESSAGE NAME YOU CREATED FROM STEP 2c ABOVE ​​ (must be exact)

      • Click “Save”

    • Create a second new field as follows;

      • Field Name = “SubmitType”

      • Type = Template

      • Field Template = “DEPO”

      • Default Value = “DEPO”

      • Click “Save”

    • Close the​​ Integration Field Manager dialog.

  • Setup VMDROP Disposition Button in CRM

    • Go to Old UI -> Global Options -> CRM Manager

    • Select “Edit” on the CRM to which you wish to add the VMDROP buttons.

    • Click the “Buttons” tab

    • Click “(+) Add Button”

    • Click the “New Button” that appears

    • Set the button parameters as normal, DO NOT select a “Button Submit Type”

    • Set the “Button Text” appropriately that the Rep will know which VMDROP Message they are dropping

    • For “Button Export”, select the export you created in Step 5 above.

  • Have Reps record their personalized VMDROP Messages

    • NOTE if they do not, the “Default Asset” selected in Step 2e above will drop instead.

    • Rep logs in

    • Click “Voicemail Settings” from the left-hand menu

    • The Rep will see each of the configured VMDROP Message types configured, and whether they have recorded a personalized version.

    • The FIRST message (“VOICEMAIL GREETING”) is the standard VM message the Rep has been managing for​​ what a lead hears before being allowed to leave a voicemail – it’s added at the top of the grid and is marked in yellow to separate it from the other VMDROP Messages.

    • The Rep should click the microphone icon next to the VMDROP Message to record.

    • A dialog opens, showing the script from Step 2d above – they should here record the message and read the script, replacing any noted information with their personal info (like Rep Name or Rep direct phone number).