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• 5.2 • 5.3 • 5.8

マイ・フォローアップを使ってフォローアップメールの送信

ご提供のサービスのタイプによっては、1回の返信がお客様のリクエストを満たすのに十分ではない場合もあります。例えば、エージェントは、1回目の返信メールによって、リクエストの受理および処理にかかる時間をお客様に通知し、リクエストの履行に関するやり取りを、後ほどの1つまたは複数のフォローアップメールを通じて行う場合があります。フォローアップメールは マイ・フォローアップで保存されます。

マイ・フォローアップは、アクティブな対話リストのセクションであり、フォローアップのマークが付けられた電子メールを含みます。対話結果が未完了であるメールおよびピンボタンFollow-Up-Pin.pngがメールの確認中に付けられたメールがフォローアップの対象となります。


Drafting a reply email


Because the pin button is available in both Preview mode and Opened Email mode, it is possible to follow-up without taking the email item from a queue. The pin button is, by default, checked when replying or dispositioning emails. The pin becomes unchecked and hidden when a final disposition is selected.

Note: Only emails that do not have a final disposition can be marked for follow-up. For more information on dispositions, see section Dispositions and Notes of the Agent Guide.

All emails marked for follow-up appear in My Follow-ups, which is located in between the My Queue and Team Queue sections of the Active Communications List. The sections open and close like an accordion, as shown.


Queues are expanded and minimized like an accordion


Enabling My Follow-ups

To view the My Follow-ups section in the Active Communications List as well as to view the follow-up pin button, the Enable Email Follow-up section personal setting must be checked in Settings. From the Settings menu, select Preferences.


Settings > Preferences


In Preferences, select the checkbox for Enable Email Follow-up section.


Select this checkbox to enable email to appear in My Follow-ups


When checked, both the My Follow-ups section and follow-up pin button are shown. Note that by default, Enable Email Follow-up section is checked. If you do not wish to view My Follow-ups, uncheck the box.


Using My Follow-ups

The My Follow-ups queue shows the properties (i.e., name, subject line, etc.) of the first received email. To view the email message body in the Context Information Area, select/click an email item in the queue. The email message will appear in the Context Information Area for viewing only.

To reply to an email marked for follow-up, either double-click the email item or click the Reply button [ Reply-Email-Button.png] at the bottom right corner of the Reply Editor. The email message will appear in the Reply Editor as a draft. Note that the pin button is visible only if the email has been marked with a non-final disposition. For more information on sending replies, refer to section How to Compose a Reply of the Agent Guide.


Drafting a reply


If multiple agents pin the same email, it will appear in the My Follow-ups section of all the agents who pinned it. When a final disposition is selected by one agent, the email becomes unpinned and disappears from the My Follow-ups section of all agents who pinned it.

Supervisors opening an agent’s My Queue section see only My Queue items, not My Follow-ups.

Note: Follow-up emails can also be sent by navigating to Cases in the Active Communications List. For more information, see section How to Use Cases to Send a Follow-up Outbound Email of the Agent Guide.

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