How to Send Individual Steps of Guided path to Consumers for Future Reference?

Modified on: Thu, 30 Mar, 2017 at 11:22 AM

Designer can create shareable steps in Guided Paths for Agents to send via email to Consumers.

In Designer, shareable content can be added in the Shareable tab as below

In Navigator, any step with shareable content will have an "Email Step" button and top-right corner, which sends the instructions to the Consumer for future reference. When an Agent clicks "Email Step", there will be a pop-up box to enter email address to which to which the Step needs to be sent.

You can use Support.com email engine or your own custom email engine to sent Email.To use Support.com email engine Go to

Admin > Configurations, you can see the settings option for using the Support.com email engine,select Yes and then click on update.

Note:If not using the default Support.com engine, be sure to configure the appropriate access point in Integration > Access Points.

Did you find it helpful? Yes No

How Can We Help?

How to Send Individual Steps of Guided path to Consumers for Future Reference?

More articles in Frequently Asked Questions (FAQ's)