The My Calls Failed email sends to the Planned Contact manager if a user logs a failed call on the My Calls Portal page.
Failure Outcomes
The failure email is sent to the Planned Contact Manager if the following values in the Planned Contact record:
- Notify_On_Failure = true
- Manager has an email address
There are two scenarios considered Failure cases:
- The assignee selects Do Not Call
- The assignee selects Try Again and the number of attempts has reached the Maximum Attempts set in the Planned Contact record.
Email Template
This template can be edited using the Portal Admin page.
Supported Tokens
[User_Name]
[First_Name]
[Last_Name]
[Manager] - The manager's name
[DisplayName] - The person who was not contacted
[Made_By] - The person who made the contact
[CallDate] - The date the call was attempted
[Notes] - Any notes the "made by" person entered
Keywords: my_calls_failed.htm
