Difference between revisions of "Form - Prebuild - BEmail"

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(Created page with "= Overview = The BEmail form is designed to quickly allow a mailbox to be managed through bxp. The process to link a BEmail form to a mailbox is detailed here BEmail_(_E...")
 
 
(2 intermediate revisions by the same user not shown)
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| Section Group || Classifications ||  
 
| Section Group || Classifications ||  
 
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|-
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| Campaign Search || onArrival - Contact ||  
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| Campaign Search || onArrival - Contact || Using the onArrival process, where the linked Contact comes from
 
|-
 
|-
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| Campaign Search || onArrival - Company ||  
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| Campaign Search || onArrival - Company || If the contact is found in onArrival, where the Company is stored
 
|-
 
|-
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| Staff || onArrival - Owner ||  
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| Staff || onArrival - Owner || When using onArrival, where the owner from the Contact form is stored.
 
|-
 
|-
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| Text Box || onArrival - Result ||  
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| Text Box || onArrival - Result || For error messages where onArrival hasn't worked, info stored here.
 
|-
 
|-
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| True - False || Is spam? ||  
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| True - False || Is spam? || When using the BEmail SPAM engine where the flag is set.
 
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| Section Group || Processing ||  
 
| Section Group || Processing ||  
Line 65: Line 65:
  
 
= Notes =
 
= Notes =
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= Worklist =
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1 worklist is built
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*  Prebuild - BEmail - My BEmails - by UserName - DateTime
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This worklist is customised to show all of the emails where the owner is the current user.
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= Dashboard =
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[[File:prebuild_bemail_dashboard.png|800px]]
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The BEmail dashboard is made of
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{| class="wikitable
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! Type
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! Name
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! Notes
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|-
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| Statistic || New emails to be dealt with: || A count of emails which have been read from the mailbox but haven't been updated || 87 ||  || Dashboard
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|-
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| Statistic || Longest new email wait: || The longest time for the first email that hasn't been dealt with || 88 ||  || Dashboard
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|-
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| Statistic || Still open cases: || A count of emails where the last outcome is "Incomplete" || 89 ||  || Dashboard
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|-
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| Statistic || Open case longest wait: || Of those "Incomplete" emails how long is the oldest one || 90 ||  || Dashboard
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|-
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| Statistic || Cases closed this week: || For outcomes where "complete" has been used on records this week || 91 ||  || Dashboard
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|-
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| Button || Open Cases || A listing report which lists all cases which are not flagged as complete || 92 ||  || Data Profiling > Instant - Reminders and Case Management > Case Management - Open Cases 
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|-
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| Button || Instant Visualisation || Prebuilt report which looks at closed questions || 24 ||  || Data Profiling > Instant - Visualisations >  Visualisation - Current Status
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|-
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| Button || Data Analysis || The Data Analytics engine of bxp.  Use search to group records and then export or visualise them || 25 ||  || Data Profiling > Instant - Data >  Data - Instant Data Analytics
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|-
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| Button || Outcome Statistics || Prebuild statistics report for outcomes for all agents for this month || 26 ||  || Data Profiling > Instant - Statistics > Statistics - User - Report by Period
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|-
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| Button || AHT (30 days) || The Activity Report showing outcome activity times for the last 30 days || 93 ||  || Data Profiling > Instant - Reminders and Case Management > Case Management Activity Reporting - By Form, By Period
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|-
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| Button || Lookup Bemail || The ability to search for a record in the form || 94 ||  || Inbound Contact > My Data > Lookup an entry - For Edit >
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|-
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| Button || My Bemails || A worklist with lists all Bemails where the current user is flagged as the owner || 95 ||  || Worklist
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|-
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| Line Chart || Prebuild - Mailbox - New cases opened by day || A count of new records by day || 96 ||  || Dashboard
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|-
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| Bar Chart || Mailbox - Prebuild - Processed by day || Bar chart count of records processed by day || 97 ||  || Dashboard
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|-
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| Pie Chart || Prebuild - mailbox - Cases by agent for last 7 days || The active people processing records over the previous 7 days || 98 ||  || Dashboard
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|-
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|}

Latest revision as of 17:25, 31 January 2018

1 Overview

The BEmail form is designed to quickly allow a mailbox to be managed through bxp.


The process to link a BEmail form to a mailbox is detailed here BEmail_(_Email-2-Campaign_)


As emails arrive three processes can be performed on the emails


When a CRM is built, it won't be able to go straight to a mailbox so some manual configuration will be required.


prebuild crm 004.png


2 Fields

Type Name Notes
Inline Tabs Inline Tabs
Section Group Email Details
Attachments Bar Attachments bar
BEmail Block Email Details
BEmail Block Email Details
BEmail Block Email Details
BEmail Block Email Details
BEmail Block Email Details
BEmail Block Email Details
Section Group Classifications
Campaign Search onArrival - Contact Using the onArrival process, where the linked Contact comes from
Campaign Search onArrival - Company If the contact is found in onArrival, where the Company is stored
Staff onArrival - Owner When using onArrival, where the owner from the Contact form is stored.
Text Box onArrival - Result For error messages where onArrival hasn't worked, info stored here.
True - False Is spam? When using the BEmail SPAM engine where the flag is set.
Section Group Processing


3 Notes

4 Worklist

1 worklist is built

  • Prebuild - BEmail - My BEmails - by UserName - DateTime

This worklist is customised to show all of the emails where the owner is the current user.


5 Dashboard

prebuild bemail dashboard.png


The BEmail dashboard is made of


Type Name Notes
Statistic New emails to be dealt with: A count of emails which have been read from the mailbox but haven't been updated 87 Dashboard
Statistic Longest new email wait: The longest time for the first email that hasn't been dealt with 88 Dashboard
Statistic Still open cases: A count of emails where the last outcome is "Incomplete" 89 Dashboard
Statistic Open case longest wait: Of those "Incomplete" emails how long is the oldest one 90 Dashboard
Statistic Cases closed this week: For outcomes where "complete" has been used on records this week 91 Dashboard
Button Open Cases A listing report which lists all cases which are not flagged as complete 92 Data Profiling > Instant - Reminders and Case Management > Case Management - Open Cases
Button Instant Visualisation Prebuilt report which looks at closed questions 24 Data Profiling > Instant - Visualisations > Visualisation - Current Status
Button Data Analysis The Data Analytics engine of bxp. Use search to group records and then export or visualise them 25 Data Profiling > Instant - Data > Data - Instant Data Analytics
Button Outcome Statistics Prebuild statistics report for outcomes for all agents for this month 26 Data Profiling > Instant - Statistics > Statistics - User - Report by Period
Button AHT (30 days) The Activity Report showing outcome activity times for the last 30 days 93 Data Profiling > Instant - Reminders and Case Management > Case Management Activity Reporting - By Form, By Period
Button Lookup Bemail The ability to search for a record in the form 94 Inbound Contact > My Data > Lookup an entry - For Edit >
Button My Bemails A worklist with lists all Bemails where the current user is flagged as the owner 95 Worklist
Line Chart Prebuild - Mailbox - New cases opened by day A count of new records by day 96 Dashboard
Bar Chart Mailbox - Prebuild - Processed by day Bar chart count of records processed by day 97 Dashboard
Pie Chart Prebuild - mailbox - Cases by agent for last 7 days The active people processing records over the previous 7 days 98 Dashboard
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