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Call-Em-All

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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.

 

 

Overview

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

  1. Create an account at https://www.call-em-all.com/
    • A username and password will be assigned and associated to the entered e-mail address.

  2. If Call-Em-All will be used for text messaging, the message "Text Messaging is Not Enabled" may be displayed in the Preferences section. Click Setup Text Messaging to enable the service. 
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  3. Under the bulleted list of features, click Setup Text Messaging.
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  4. Call-Em-All will assign a unique toll-free number to begin sending out text messages. Click Create a Broadcast to begin the texting process.
  5. A username and password will be assigned and associated to the entered email address.

  6. 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.

 

  1. Navigate to Start Page > Admin Tools > Config Options

  2. 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.)

    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 CallEmAllCallerID

    CallEmAllUserPin

    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

  1. Navigate to Start Page > Actions > Admin Tools > Form

  2. Select the Call-Em-All main tree item under Front Office.


  3. Select User or Group from the Shared By section.


  4. Click the box in the Is Visible column next to each corresponding user or group that will use Call-Em-All.

  5. Repeat steps 2, 3, and 4 for the Search and Summary sub-categories. 

 

Configure Employee Contact Methods

  1. Navigate to Start Page > Admin Tools > Config Choice > Choice Property tab.

  2. Select EmployeeContactMethod from the Category drop-down menu.

  3. Select the desired Branch or mark the box Apply changes to all Branches.

  4. Scroll to the SendTextMessage column.

  5. Set the SendTextMessage value to "True" for each desired contact method. Tab off the new value to save.

 

Enter Employee Contact Information

  1. Navigate to the desired employee's Contact Method section.


  2. Ensure all desired contact methods are entered.

  3. 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. 

  4. 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.

 

Note: The wizard will appear the same from the Advanced Search window and from the main tree item.

NoteTo comply with Federal Trade Commission regulations, text receivers must "opt in" to the service by replying to the initial text with the Account Keyword.

 

 

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
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.
Note Enter any desired notes to the broadcast.
Search Items Search for desired recipients by using the following fields:
Type Enter the entity type of the recipient.
Search Type Enter the type of search you will use.
Search Text Enter the desired search information, and press Enter. The results will populate in a grid in the drop-down menu. Click on the desired employees to add them to the lower grid.
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.

Note: Recipients can subscribe to Call-Em-All by texting "Join (Account Keyword) to 292929.

 

Call-Em-All Summary Page

From the Call-Em-All summary page, users may view the broadcast's information and create a new broadcast.

 

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:
View Results Shows the recent changes made to Call-Em-All.
Refresh Refreshes the screen.
Play Audio Plays the recorded message.
Call-Em-Again Opens the Call-Em-All wizard.
See Recording Instructions Displays the Broadcast Recording Instructions message.

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