Call-Em-All is an integration available for use within Avionté that allows a user to send mass text messages or calls to employees or contacts. Call-Em-All can be used through Avionté's Advanced Search feature or the Call-Em-All main tree item.
Call-Em-All's automated messaging service enables automatic calling or texting to every phone number on a data list.
Setup at Call-Em-All Site
- Create an account at https://www.call-em-all.com/
- A username and password will be assigned and associated with the entered e-mail address.
- A username and password will be assigned and associated with the entered e-mail address.
- Call-Em-All will assign a unique toll-free number to begin sending out text messages.
- To use an existing toll-free number for use with Call-Em-All texting, contact accountsupport@call-em-all.com
- To use an existing toll-free number for use with Call-Em-All texting, contact accountsupport@call-em-all.com
- A username and password will be assigned and associated to the entered email address.
- Inform Call-Em-All that the application will be integrated with Avionté.
For further details about the Call-Em-All product, visit their knowledge base at http://support.call-em-all.com/
Setup in Avionté
Credentials created on the Call-Em-All site are entered into the Avionté application with Config Options.
- Navigate to Start Page > Admin Tools > Config Options
- Enter information into the following Call-Em-All related config options for desired users or groups (branch settings are no longer used with the Call-Em-All integration.)
Config Name Description CallEmAllCallerID Enter the phone number that will be displayed to the recipients. CallEmAllUser Enter the username that opens the account at call-em-all.com.
Note: The CallEmAllUser might not be the same as the CallEmAllCallerIDCallEmAllUserPin Enter the PIN (Personal Identification Number.) This is also the password for the Call-Em-All account.
Note: Early users of Call-Em-All used a four-digit PIN. The requirements for new users have changed and passwords added after July 1, 2015 must include:- 8-50 characters
- one letter
- one number
- symbols are allowed, but not required
Four-digit PINs added before July 1, 2015 are still valid.
Make Call-Em-All Visible to Users
- Navigate to Start Page > Actions > Admin Tools > Form
- Select the Call-Em-All main tree item under Front Office.
- Select User or Group from the Shared By section.
- Click the box in the Is Visible column next to each corresponding user or group that will use Call-Em-All.
- Repeat steps 2, 3, and 4 for the Search and Summary sub-categories.
Configure Employee Contact Methods
- Navigate to Start Page > Admin Tools > Config Choice > Choice Property tab.
- Select EmployeeContactMethod from the Category drop-down menu.
- Select the desired Branch or mark the box Apply changes to all Branches.
- Scroll to the SendTextMessage column.
- Set the SendTextMessage value to "True" for each desired contact method. Tab off the new value to save.
Enter Employee Contact Information
- Navigate to the desired employee's Contact Method section.
- Ensure all desired contact methods are entered.
- Enter a service provider for the contact method if one is not already present.
Note: A service provider is required for an employee to receive text messages. - Repeat for all desired employees.
Create a new Call-Em-All Message
Create a new Call-Em-All message from the Call-Em-All main tree item or by using the Advanced Search feature within Avionté. The following directions are for initiating a broadcast through the Call-Em-All main tree item.
Navigate to the Call-Em-All main tree item. Select the Call-Em-All button in the top right corner to open the wizard.
Field Name | Description | ||||||
Broadcast Name | Enter a name for the broadcast. | ||||||
Broadcast Type | Enter a type for the broadcast: Announcement, Survey, SMS/Text, or SMS/Voice | ||||||
Broadcast Schedule | Select if the broadcast should be sent now or set a specific time and date. Note: The date must be in the future
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SMS/Text | Enter the desired text for the broadcast to be sent. Note: This section will be greyed out on an Announcement or a Survey.
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Note | Enter any desired notes to the broadcast. | ||||||
Search Items | Search for desired recipients by using the following fields:
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Broadcast Contact List | Desired recipients will populate in the lower grid with the available contact methods. | ||||||
Finish | Click Finish to send the broadcast. |
To complete the broadcast, call the toll-free number provided on the screen, and enter the appropriate information. For Announcements, Surveys, and SMS/Voice type broadcasts, record the message when prompted.
To track the results of the Call-Em-All broadcast, return to the broadcast's Summary Screen to view all results and information.
Call-Em-All Summary Page
From the Call-Em-All summary page, users may view the broadcast's information and create a new broadcast.
Field Name | Description | ||||||||||
Broadcast Info | Displays all of the broadcast's information. | ||||||||||
Error Message | Displays any errors or if the operation was successful. | ||||||||||
Results | Displays the results of the broadcast. | ||||||||||
Actions Menu: |
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