Customizing the Send Media widget

Contact center admins can add and edit the Send Media widget. The Send Media widget allows you to route to custom text, image, or audio files. For video flows, you can also add videos or slides (PDF).

This article covers: 

Prerequisites for customizing the Send Media widget

How to add and edit the Send Media widget

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Contact Center Management then Flows.
  3. Click a flow's display name to edit it.
  4. In the left-side widgets panel, click and drag Send Media onto the preferred location in the flow.
  5. Select the Send Media widget.
  6. (Optional) Click Rename to change the display name of the widget.
  7. In the Settings tab, select a type in the Media Type drop-down menu.
  8. Customize the associated settings and exits.
  9. (Optional) Click the plus icon to add additional media files. Additional media files display in sequential order to consumers.

Send Media widget settings

Media Type optionsSettings tabExits tab

Audio Play an audio file or convert text to speech.

 

(Only available for voice channel)

Audio 1, Audio 2, : Click the numbered icon to edit the associated audio. You can add up to 10 audio prompts. Select one of these options in the drop-down menu.
  • Text To Speech: Input text which will be spoken to the caller in the Message to Play text box. Select a language and voice for the text-to-speech engine.
  • Choose from assets library: Select an existing asset from the pre-uploaded collection of assets available in the library.
    • Browse asset library: Explore and search through the collection of existing assets in the library to find and select the one you need.
    • Add new asset: Upload or create a new asset to be added to the library for future use.

Next Step: Select the destination widget when the audio files are finished playing.

Send Media Failed: Select the destination widget if the media failed to send to the consumer.

Text: Display text and images.

 

(Only available for web chat, in-app chat, or SMS channel)

Text 1, Text 2, : Click the numbered icon to edit the associated set of text. Enter text in the text box. You can also paste images in the text box. 

Next Step: Select the destination widget when the text/images are displayed.

Send Media Failed: Select the destination widget if the media failed to send to the consumer.

Text & Image: Display text and images.

 

(Only available for video channel)

Text & Image 1, Text & Image 2, …: Click the numbered icon to edit the associated set of text. Enter text in the text box or select texts from the asset library. You can also paste images in the text box.

 

Image 1, Image 2, : Click the toggle to enable or disable an image. Select one of these options:.

  • Add Image: Click Add Image to upload an image file to display. Provide a display name and description (optional) for the asset. Enter a filename and select your preferred asset language. The uploaded image will be automatically placed into the asset library.
  • Edit: Click Edit to add a new image or select an existing image asset from the asset library.

 

Audio: Click the toggle to enable or disable audio to be played while displaying the text and images specified above. Select one of these options:

  • Add Audio: Click Upload Audio to upload an audio file to be played.  Enter a filename and select your preferred asset language. Select one of these options:
    • Text To Speech: Enter text which will be spoken to the caller in the Message to play text box.
    • Upload Audio: Click Upload to upload an audio file to be played.
    • Record by Computer: Capture audio using the computer’s microphone.
      The uploaded audio will be automatically placed into the asset library.
  • Edit: Click Edit to add a new image or select an existing audio asset from the asset library.

 

Auto play the media (only visible if Audio is enabled): Click the toggle to enable or disable audio for consumers when media starts playing automatically.

  • With audio on: Enable audio for the end consumer, so that when the widget is opened, the audio plays automatically along with the displayed media type.
  • With audio off: Disable audio for the end consumer, so that when the widget is opened, the media plays automatically but without sound.

 

Allow interrupt: Allow consumers to click Skip while the audio above is playing. If disabled, consumers will not be able to click Skip while audio is playing. Regardless of this setting, consumers can click Skip after the audio is done playing to skip all slides and be routed based on the specified destination widget.

 

Allow Leave: Allow consumers to leave while going through the flow.

Next Step: Select the destination widget when the text/images are displayed.

Send Media Failed: Select the destination widget if the media failed to send to the consumer.

Video: Display videos.

 

(Only available for video channel)

Video 1, Video 2, : Click the numbered icon to edit the associated video. Select one of these options:

  • Add Video: Click Add Video to upload a video file to be played. Provide a display name and description (optional) for the asset. Enter a filename and select your preferred asset language. The uploaded video will be automatically placed into the asset library.
  • Edit: Click Edit to add a new video or select an existing video asset from the asset library.

 

Auto play the media (only visible if Audio is enabled): Click the toggle to enable or disable audio for consumers when the video starts playing automatically.

  • With audio on: Enable audio for the end consumer, so that when the widget is opened, the audio plays automatically along with the video.
  • With audio off: Disable audio for the end consumer, so that when the widget is opened, the video plays automatically but without sound.

 

Allow interrupt: Allow consumers to click Skip while the video above is playing. If disabled, consumers will not be able to click Skip while the video is playing.

 

Allow Leave: Allow consumers to leave while going through the flow.

 

End of media playing: Set the time between the ending of media playing and the transition to the next step. Enter a value or use the up and down arrows to increase or decrease the default time for the end of media playback.

Next Step: Select the destination widget after the videos are displayed.

Send Media Failed: Select the destination widget if the media failed to send to the consumer.

Slide: Display PDF files.

 

(Only available for video channel)

Slides 1, Slides 2, : Click the numbered icon to edit the associated set of text. Select one of these options:

  • Add Slides: Click Upload Slides to upload a PDF to display. Provide a display name and description (optional) for the asset. Enter a filename and select your preferred asset language. The uploaded PDF file will be automatically placed into the asset library.
  • Edit: Click Edit to add a new PDF file or select an existing slides asset from the asset library.

 

Audio: Click the toggle to enable or disable audio to be played while displaying the text and images specified above. Select one of these options:

  • Add Audio: Click Upload Audio to upload an audio file to be played.  Enter a filename and select your preferred asset language. Select one of these options:
    • Text To Speech: Enter text which will be spoken to the caller in the Message to play text box.
    • Upload Audio: Click Upload to upload an audio file to be played.
    • Record by Computer: Capture audio using the computer’s microphone.
      The uploaded audio will be automatically placed into the asset library.
  • Edit: Click Edit to add a new audio or select an existing audio asset from the asset library.

 

Auto play the media (only visible if Audio is enabled): Click the toggle to enable or disable audio for consumers when media starts playing automatically.

  • With audio on: Enable audio for the end consumer, so that when the widget is opened, the audio plays automatically along with the displayed media type.
  • With audio off: Disable audio for the end consumer, so that when the widget is opened, the media plays automatically but without sound.

 

Allow interrupt (only visible if Audio is enabled): Allow consumers to click Skip while the audio above is playing. If disabled, consumers will not be able to click Skip while audio is playing. Regardless of this setting, consumers can click Skip after the audio is done playing to skip all slides and be routed based on the specified destination widget.

 

Allow Leave: Allow consumers to leave while going through the flow.

Next Step: Select the destination widget after the PDF files are displayed.

Send Media Failed: Select the destination widget if the media failed to send to the consumer.

Email: Display Email files.

 

(Only available for email channel)

Click Add Email Asset to add a new email asset to be added to the asset library.

  • Asset Name: Enter an internal display name for the email asset. 
  • Description (Optional): Enter an internal description for the email asset.
  • Category (Optional): Select a category for your email asset.
  • Asset Language: Select the language of the email asset. 
  • Subject (Optional): Enter an email subject.
  • Body: Enter your message in the message box.
    • (Optional) At the top of the message box, use the formatting and layout options for your email message.
    • (Optional) At the bottom, use the icons to upload files, insert emojis, or upload images.
  • Signature (Optional): Create a signature to be automatically added to the bottom of the email.

Click Edit to add a new email or select an existing email asset from the asset library.

 

Next Step: Select the destination widget after the PDF files are displayed.

Send Media Failed: Select the destination widget if the media failed to send to the consumer.