There are seven different Report Runner controls included with the CallScripter application. Each is designed to send an email or SMS during a script run. The message is built dynamically using a a combination of a report and variables populated during the script run. The report can be pulled straight from the script or formatted using a Plain Text or HTML Template report along with Special Fields and Variables as detailed below.
Note that in older versions of CallScripter, these were called Emailer Controls.
Automatic: The message body is automatically generated by the system. The agent cannot edit it in script.
Preview: Preview Report Runners allow the agent to view and edit the body of messages in script, sent prior to sending. The include a "Send" button which the agent must click to send the message.
In Body: The results of the report form the body of the message.
Attachment: The results of the report will be attached to the message.
Hidden - Hidden reports run on page load and send automatically.
It is important that reports used with each of these report runner controls is configured correctly in the Reporting Options tab in the report designer - see "Report Runner - Place Report in Body?"
Field Name
Give your field an appropriate name. This is particularly important if using it in a calculation or report. Changing a field name will not automatically update corresponding reports that use that field.
Link the Report Runner control to the report that will build the message. Please note that the report must be already created within the same customer to appear in the drop down report ID list.
The following table shows a list of special field and variable names which can be used with the Report Runner Controls:
Special Variables
var_fromaddress
If you add this variable to the script and set a value into it, the "from address" in the report will take on this value
var_toaddress
If you add this variable to the script and set a value into it, the "to address" in the report will take on this value
var_ccemailaddress
If you add this variable to the script and set a value into it, the "cc address" in the report will take on this value
var_subject
If you add this variable to the script and set a value into it, the "email subject line" in the report will take on this value
var_bodytext
If you add this variable to the script and set a value into it, the text shown in the body of the email will be overwritten with the value of this variable
var_sms_mobile
If you add this variable to the script and set a value into it, the "mobile number" of the sms report runner will take on this value (this variable should only be used with the sms report runner control)
var_sms_message
If you add this variable to the script and set a value into it, the "sms message body" of the sms report runner will take on this value (this variable should only be used with the sms report runner control)
var_reportid
If you add this variable to the script and set a report id (not name) into it, the report runner controls shall use it until t is blanked. This is an advanced feature and requires knowledge of CallScripter's internal working. Contact Support for further details.
Special Field Names
Emailaddress
If you rename any field in the script as emailaddress, any value entered/selected in this field will automatically overwrite the email address that the report is being sent to
Ccaddress
If you rename any field in the script as ccaddress, any value entered/selected in this field will automatically overwrite the ccaddress that the report is being sent to
Subjectline
If you rename any field in the script as subjectline, any value this field takes on will automatically overwrite the subject line of the email
Bcc
If you rename any field in the script as bcc, any value this field takes on will automatically overwrite the bccaddress that the report is being sent to.
reportID
If you rename any field in the script as reportID, any value this field takes on will automatically overwrite the reportID set by the report runner control.
PLEASE NOTE:- Special variables must be added to the script and assigned a value,. If they are not, the report will take on the properties for that part of the delivery options stated in the report designer
