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).