Archive for July 2009

What does a “Reason: 553 sorry, that domain isn’t in my list of allowed rcpthosts (#5.7.1)” error mean when an email message bounces back to the sender?

This probably means that the server of the recipient is refusing to accept the message from the mail server for your account.

The Above error will be bounced back to a sender if the email address the sender is trying to send to is not fully activated: “Reason: 553 sorry, that domain isn’t in my list of allowed rcpthosts (#5.7.1)” This usually occurs when:

1. If your ISP provider blocking any other out going servers.

Solution: Put your ISP out going server name in the outgoing box of your e-mail set up and let them handle all the outgoing. It does not affect the rest of your mail and your recipients never know the differance. Chances are that your out going will acually be faster that way anyway.

2. The domain name contained in the email address (being sent to) has not fully propagated yet. Domain propagation is the process where Internet Service Providers (ISPs) around the world automatically update their records (DNS tables) to reflect the new domain or to reflect a change in the hosting provider for the domain name. Once the changes have been made, the domain’s website and email services will be activated. Please note that full domain propagation can take between 24-72 hours. To verify when your domain was last updated, we suggest that you conduct a whois on your domain. A popular whois tool is located here: http://www.allwhois.com.

OR

3. Your POP mail client (ie. Outlook) is not configured properly. We suggest the following:

Solution A: Please ensure that the SMTP port number is set to 25 and that the option “My outgoing server(SMTP) requires authentication” is selected. But if the problem persists, then deselect “My outgoing server(SMTP) requires authentication”. If this still does not resolve the problem, proceed to Solution B.

Solution B: For SMTP port number setting, use port 587 instead and “de-select” the option “My outgoing server requires authentication”. But if the problem persists (this will be the case for a minority of e-mail users), then “select” the option “My outgoing server(SMTP) requires authentication” as well.

IMPORTANT: Also ensure you are using your full email address as your username. There were recent security changes made over the last couple of weeks to ensure no unauthorized email access is used. Below are instructions on how to configure SMTP authentication across various EMAIL Clients.

Microsoft Outlook Express and Outlook 2000

1.) Click Tools

2.) Click Accounts

3.) Click the Mail tab

4.) Double-click on the BlueTie account

5.) Verify that the email address is entered in all lowercase letters (General Tab)

6.) Click the Servers tab.

7.) Verify that “Server Requires Authentication” is checked

8.) Click the Settings button and verify that “Login using same settings as my incoming mail server” is selected

9.) Click ‘Apply’ (if available), then ‘OK’, and then ‘Close’.

Microsoft Outlook 2002 (XP) and 2003

1.) Click Tools

2.) Click Email Accounts

3.) Click View or Change Existing Email Accounts

4.) Click Next

5.) Double-click on the BlueTie account

6.) Click on More Settings and then click the Outgoing Server tab.

7.) Verify that “SMTP server requires authentication” is checked and “Use same settings as my incoming mail server is selected”

8.) Click ‘OK’, then ‘Next’, and then ‘Finish’

9.) Click send / receive to check for errors

Mozilla Thunderbird

1.) Click Tools

2.) Click Account Settings

3.) Click Outgoing Server from the left

4.) Select the BlueTie outgoing server

5.) Click the Edit button

6.) Verify that Use Name and Password is checked

7.) Verify the username is entered correctly

Apple Mail

1.) Click Mail

2.) Click Preferences

3.) Click the BlueTie account

4.) Click the Account Information button

5.) Click the Server Settings button

6.) Verify that Authentication is set to Password

7.) Verify that username and password are entered correctly

Microsoft Entourage

1.) Click Tools

2.) Click Accounts

3.) Click Mail

4.) Double-click on the BlueTie account

5.) Click Account Settings

6.) Click the Advanced Sending Options button

7.) Verify that “SMTP server requires authentication” is checked and “Use same settings as receiving mail server” is selected

8.) Close the window by clicking the box in upper-left corner

Qualcomm Eudora

1.) Click the Eudora menu

2.) Click Preferences

3.) Click the Checking Mail icon

4.) Verify that ‘Authentication’ is set to Passwords

5.) Click the Sending Mail icon

6.) Verify that Allow Authorization is checked

Global Tickets

On occasion, the system administrator may want to view all of the Tickets in the SmarterTrack system. This allows the system administrator to evaluate the actual Ticket needs of the organization and can provide valuable insight into company operations.

To view all Tickets in SmarterTrack, click the Manage button in the main toolbar and expand the Global Tickets section of the left tree view. Select the type of Tickets you want to view (options include active, waiting, closed, deleted, and spam Tickets).

Active, Waiting, and Closed Tickets

These sections list all Tickets that are active, waiting for a customer response, or closed. To view active, waiting, or closed Tickets, click the Manage button in the main toolbar and select the appropriate section from the left tree view. The Tickets will load in the content pane and the following buttons will appear in the actions toolbar:

  • Transfer – Clicking this button will transfer all selected Tickets to another group or agent
    • Status – To change the status of a Ticket or to pin a Ticket, select the appropriate option from the drop-down menu.
    • Mark as Active – Choosing this option will mark all selected Tickets as active. Generally, a Ticket would be marked active when an agent is working on it.
    • Mark as Waiting for Customer – Choosing this option will mark all selected Tickets as waiting. Generally, a Ticket is marked as waiting when the agent is waiting for a customer reply or action. Tickets marked as waiting will not appear in the active Tickets section and can be configured to close automatically. Note: The system administrator sets the length of time a Ticket will remain in waiting status before it auto-closes.
    • Mark as Closed – Choosing this option will mark all selected Tickets as closed. Generally, a Ticket is marked as closed when the agent has resolved the customer’s issue.
    • Mark as Closed and Locked – Choosing this option will mark all selected Tickets as closed and prohibits the customer from reopening the Ticket. This option is generally used if a customer has a tendency of reopening existing Tickets when new Tickets should be created.
    • Pin Ticket – Choosing this option will ensure that the Ticket will not be assigned to another agent. A pinned Ticket will remain assigned to you even if you log out and hand-off your Tickets. If a Ticket is pinned, all replies that are received from that customer will be assigned to that same agent no matter their status. Note: If the system administrator enables automatic Ticket rebalancing, pinned Tickets may be reassigned.
    • Unpin Ticket – Choosing this option will allow the Ticket to be assigned to another agent.
  • Priority – To change the priority level of a Ticket, select the appropriate option from the drop-down menu.
    • Mark as Urgent Priority – The selected Tickets are very important and will show at the top of the lists.
    • Mark as High Priority – The selected Tickets are a high priority and will be sorted toward the top of the lists.
    • Mark as Normal Priority – The selected Tickets have a normal or unspecified priority level.
    • Mark as Low Priority – The selected Tickets have a low priority and will be sorted toward the bottom of the lists.
  • Delete – Clicking this button will delete all selected Tickets. When a Ticket is deleted, it will be moved to the Deleted Tickets section of the left tree view. Any Tickets in the Deleted Tickets section can be restored by clicking the Undelete button. Note: Deleted Tickets cannot be restored if the system administrator has purged deleted Tickets from the system.
  • Spam – Clicking this button will send selected Tickets to a spam folder for system administrators to monitor. When a Ticket is marked as spam, it will be moved to the Spam section of the left tree view. Any Tickets in the Spam section can be restored by clicking the Undelete button. Note: Spam Tickets cannot be restored if the system administrator has purged all spam Tickets from the system.
  • Search – Clicking this button will allow agents to conduct a basic search within the Ticket section that they are viewing
  • Refresh – Depending on the system settings, the Manage section may or may not automatically refresh itself at regular intervals. Clicking this button will force the Manage section to refresh.

View Tickets by Brand

To view Tickets by brand, click the appropriate brand in the left tree view. All active Tickets for that brand will load in the content pane. System administrators can also expand the brand and select the type of Tickets they want to view (options include active, waiting, and closed Tickets). Expanding the brand allows the system administrator to view Tickets by department or group.

Deleted and Spam Tickets

The Deleted Tickets section is a list of all Tickets that have been deleted by the agents within the organization and the Spam Tickets section is a list of all Tickets that have been marked as spam by the agents within the organization. To view deleted or spam Tickets, click the Manage button in the main toolbar and select the appropriate section from the left tree view. The Tickets will load in the content pane and the following buttons will appear in the actions toolbar:

  • Purge – Permanently deletes all selected Tickets. Note: Once a Ticket is purged from the system, it will be removed from the reporting data.
  • Undelete – Moves the selected Ticket to active status and assigns it to the agent that originally deleted it or marked it as spam.
  • Search – Allows agents to conduct a basic search within the Ticket section that they are viewing.

All Active Groups

Department are broken into divisions called groups. For example, a support department may have level 1 support (less experienced support agents), level 2 support (more experienced support agents), and support management groups. Each group may have different permissions assigned to it, giving organizations the ability to assign agents within a single department varying access to information.

In addition, each agent within the group has a status of active or inactive. Active status indicates that the agent can be assigned Tickets and/or Live Chats. An agent with an inactive status cannot be assigned Tickets and/or Live Chats. System administrators can view and edit the status of agents within each group from the All Active Groups section of the management interface.

The All Active Groups section is broken into two subcategories: Active Ticket Groups and Active Live Chat Groups. These sections give the system administrator the ability to view the following information about each subcategory:

  • A list of all agents
  • The status of each agent
  • The number of active Tickets or active Live Chats assigned to each agent
  • The number of active Ticket or Live Chat groups
  • The total number of Ticket or Live Chat groups that the agent belongs to

To access this information, click the Manage button from the main toolbar, then select Active Ticket Groups (to edit Ticket groups for an agent) or Active Live Chat Groups (to edit Live Chat groups for an agent) from the left tree view.

To change the status of an agent, select the agent and click the Edit button from the actions toolbar or double-click a specific agent.

Manage Overview

The Manage section of the management interface is designed to provide system administrators with an overall view of activity on the SmarterTrack system. From this section, system administrators can view and manage all Tickets, Live Chats, agent instant messages, and chat rooms in the system. System administrators can also access WhosOn from this section.

Understanding Agent Status

One key factor in using SmarterTrack efficiently is understanding agent status. Each agent has a status of active or inactive. Active status indicates that the agent can be assigned Tickets and/or Live Chats. An agent with an inactive status cannot be assigned Tickets and/or Live Chats.

In order for a Ticket or Live Chat to be assigned to an agent, the agent must be logged in to SmarterTrack and the agent’s status must be set to receive Tickets and/or Live Chats for the corresponding group. If all agents either are logged out or are not receiving Tickets and/or Live Chats, the Ticket or Live Chat will be directed to the queue. For this reason, training agents to check their status upon logging in or prior to logging out is critical to the company’s success.

Self-service Resources

Self-service resources, such as a Knowledge Base and news items, allow customers to research and resolve questions and issues on their own.

Knowledge Base

The following resources will help your organization set up its Knowledge Base:

  • For information on creating, viewing, or editing Knowledge Base articles, refer to the Knowledge Base folder in the online help.

News Items

The following resources will help your organization create news items:

  • For information on creating, viewing, or editing news items, refer to the News folder in the online help.

Self-service Resources

Self-service resources, such as a Knowledge Base and news items, allow customers to research and resolve questions and issues on their own.

Knowledge Base

The following resources will help your organization set up its Knowledge Base:

  • For information on creating, viewing, or editing Knowledge Base articles, refer to the Knowledge Base folder in the online help.

News Items

The following resources will help your organization create news items:

  • For information on creating, viewing, or editing news items, refer to the News folder in the onlin

    Self-service Resources

    Self-service resources, such as a Knowledge Base and news items, allow customers to research and resolve questions and issues on their own.

    Knowledge Base

    The following resources will help your organization set up its Knowledge Base:

  • For information on creating, viewing, or editing Knowledge Base articles, refer to the Knowledge Base folder in the online help.

News Items

The following resources will help your organization create news items:

  • For information on creating, viewing, or editing news items, refer to the News folder in the online help.
  • e help.

WhosOn

WhosOn gives businesses real-time tracking of customers as they navigate Web sites, providing the opportunity to increase sales, expedite customer service, and gather information on site visitors.

Live Chat

SmarterTrack’s Live Chat feature gives businesses the ability to reduce phone calls, capture information on Web site visitors, and assist more customers concurrently.

Tickets

SmarterTrack’s Ticket feature provides businesses with a powerful information distribution system that gives agents total control of all related communications, including emails, notes, and associated Live Chats.

Setting Up Departments and Groups

Departments represent separate areas of an organization. Typically, each department will have its own email address, such as support@example.com or sales@example.com. Department are then broken into divisions called groups. For example, a support department may have level 1 support (less experienced support agents), level 2 support (more experienced support agents), and support management groups. Each group may have different permissions assigned to it, giving organizations the ability to assign agents within a single department varying access to information.

Departments and groups can be added upon initial product installation using the SmarterTrack Setup Wizard. For more information, refer to the appropriate installation instructions referenced above.

Additional departments and groups can be added (or deleted) at any time from SmarterTrack’s management interface. Only administrators can create new departments and groups, so you will need to log in using an administrator account.