Smart Email best practices

This topic describes some best practices when you implement the Smart Email solution.

Resolution email

You can either enable resolution email for interaction only or for fulfillment record only. Smart Email may not work properly if the resolution email is enabled for both the interaction and fulfillment records.

When multiple interactions are related to one fulfillment record, we highly recommend that you disable the resolution email to end user in fulfillment record and enable the resolution email in interaction only. By doing this, multiple end users recorded in the interactions can be informed by email instead of just the end user in the fulfillment record.

For the ordering from catalog use case (that is, one interaction are associated with multiple fulfillment records), it is recommended that the system sends out the email from the fulfillment records only. This is because in such case, the fulfillment records provide more details than the interaction record.

Auto-closure of resolved records

When auto-closure is configured in a workflow, the interaction or fulfillment record is automatically closed when the condition is met. In this case, it is possible that an end user is out-of-office and is not able to reply a resolution email in time before the record is automatically closed. Therefore, we recommend that you add an auto-closure notification email along with commenting and a RESUBMIT action button in the email to remind the end user to open a new interaction if the user is unsatisfied with the provided solution.

Performance consideration

For better performance on processing inbound emails, the administrator can adjust the following two settings in System Administration > Ongoing Maintenance > Smart Email > Settings to specify the number of SmartEmail processors and background schedules.

  • Number of SmartEmail processors
  • Number of schedules per SmartEmail processor

For benchmark information and recommendations, see the Service Manager Deployment and Sizing Guide.