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Your customer can send an email that is sent to the accesskey@act.key2act.io email address OR to an email address that our user has set up (service@company.com) that forwards the email to the access key email address.

  1. The customer opens their email program and opens a new message.
  2. The customer enters the:
    • Email Address
    • Email Subject
    • Email body that follows the template as determined by the user in the Event Trigger Properties.
  3. The following lines including the colon ":" in the body of the email. are required to generate a service email. Additional fields such as "Equipment ID:" may be added.
    • Customer Number: <Actual customer number in Signature>
    • Location Number: <Actual location ID in Signature>
    • Description: <Used in service call description>

In Outlook the body text can be added to a Quick Part gallery to quickly insert the information into a new email. The customer would then only have to enter a subject line and the description after inserting the Quick Part.

Simple Email

Depending on the recipient configuration in the Event Trigger Properties, the following may occur:


Email with Attachment

In addition to the email, the customer may attach a file to the email message. For example, a picture of the malfunctioning equipment.


Customer Calls for Service and Wants Notifications

 


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