BEMail onArrival matching engine - Revision history

Philip Lacey: /* Stage 2 */

2018-02-08T17:47:33Z

‎Stage 2

Philip Lacey at 17:46, 8 February 2018

2018-02-08T17:46:29Z

Philip Lacey at 15:53, 8 February 2018

2018-02-08T15:53:52Z

Philip Lacey at 14:22, 8 February 2018

2018-02-08T14:22:22Z

Philip Lacey at 20:46, 11 October 2017

2017-10-11T20:46:55Z

Philip Lacey at 21:53, 24 July 2017

2017-07-24T21:53:00Z

Philip Lacey: Created page with "= Overview = bxp has the ability to retrieve emails from an Inbox and log them straight into a form as a CDA record. BEmail_(_Email-2-Campaign_) As part of this proce..."

2017-07-24T21:32:26Z

Created page with "= Overview = bxp has the ability to retrieve emails from an Inbox and log them straight into a form as a CDA record. BEmail_(_Email-2-Campaign_) As part of this proce..."

New page

= Overview =

bxp has the ability to retrieve emails from an Inbox and log them straight into a form as a CDA record. [[BEmail_(_Email-2-Campaign_)]]

As part of this process it is possible to extend the functionality to perform additional intelligent matching and automatic classification of inbound emails.

There are three flags available to the onArrival matching engine.

* Match contact
* Match owner
* Match company

Using the email address of the sender matches can be made. The first match is to match the email to a contact. In a separate form a complete list of contacts can be held. One of the fields being an email address. "Match owner" will attempt to look up the field that contains the email address and attempt a match.

← Older revision		Revision as of 17:47, 8 February 2018
Line 116:		Line 116:
	* Each contact can have a link to a Companies form. i.e. this person is associate with this company		* Each contact can have a link to a Companies form. i.e. this person is associate with this company
	* Also a staff drop down list to signify the "owner" of this contact can be specified		* Also a staff drop down list to signify the "owner" of this contact can be specified
		+
		+
		+
		+	= Result =

@@ Line 24: / Line 24: @@
 As part of this process it is possible to extend the functionality to perform additional intelligent matching and automatic classification of inbound emails.
@@ Line 33: / Line 84: @@
-Using the email address of the sender matches can be made.  The first match is to match the email to a contact.  In a separate form a complete list of contacts can be held.  One of the fields being an email address.  "Match owner" will attempt to look up the field that contains the email address and attempt a match.
+Turn them on.
-In order to do the look up the engine needs to check a different form.  This is the "Match Form Id" field.
+== Stage 2 ==
@@ Line 50: / Line 121: @@
-With these lookups complete the engine needs to know which fields to store the results in which gives rise to
+With these lookups complete the engine needs to know which fields in the current form to store the results in which gives rise to :
 * Contact Result field : Will store the Id from the Contacts form intCDA_X_Id
 * Company Result field : Will store the Id from the Companies form
@@ Line 72: / Line 144: @@
 The results of these attempts are stored in "Matching result field"
 [[Category:Module Specific:Form Management]]
 [[Category:Topic:Email]]

@@ Line 1: / Line 1: @@
 = Overview =
 {| class="wikitable"
-! style="width:20%" | Setup
+! style="width:16%" | Setup
-! style="width:20%" | Content Retrieval
+! style="width:16%" | Content Continue
-! style="width:20%" | Content Replacement
+! style="width:16%" | Content Retrieval
-! style="width:20%" | onArrival
+! style="width:16%" | Content Replacement
-! style="width:20%" | SPAM
+! style="width:16%" | onArrival
 |-
 || [[BEmail_(_Email-2-Campaign_)|Link]]
 || [[BEmail_Content_Retrieval|Link]]
 || [[BEmail_Content_Replacement|Link]]
@@ Line 15: / Line 18: @@
 |-
 |}
 bxp has the ability to retrieve emails from an Inbox and log them straight into a form as a CDA record.  [[BEmail_(_Email-2-Campaign_)]]

← Older revision		Revision as of 14:22, 8 February 2018
Line 1:		Line 1:
	= Overview =		= Overview =

		+	{\| class="wikitable"
		+	! style="width:20%" \| Setup
		+	! style="width:20%" \| Content Retrieval
		+	! style="width:20%" \| Content Replacement
		+	! style="width:20%" \| onArrival
		+	! style="width:20%" \| SPAM
		+	\|-
		+	\|\| [[BEmail_(_Email-2-Campaign_)\|Link]]
		+	\|\| [[BEmail_Content_Retrieval\|Link]]
		+	\|\| [[BEmail_Content_Replacement\|Link]]
		+	\|\| [[BEMail_onArrival_matching_engine\|Link]]
		+	\|\| [[BEmail_SPAM_Management\|Link]]
		+	\|-
		+	\|}

	bxp has the ability to retrieve emails from an Inbox and log them straight into a form as a CDA record. [[BEmail_(_Email-2-Campaign_)]]		bxp has the ability to retrieve emails from an Inbox and log them straight into a form as a CDA record. [[BEmail_(_Email-2-Campaign_)]]

← Older revision		Revision as of 20:46, 11 October 2017
Line 49:		Line 49:
	# Contact and Owner found		# Contact and Owner found
	# Contact, Company and Owner found		# Contact, Company and Owner found
		+	# Identified as spam, search not performed

← Older revision		Revision as of 21:53, 24 July 2017
Line 16:		Line 16:

	Using the email address of the sender matches can be made. The first match is to match the email to a contact. In a separate form a complete list of contacts can be held. One of the fields being an email address. "Match owner" will attempt to look up the field that contains the email address and attempt a match.		Using the email address of the sender matches can be made. The first match is to match the email to a contact. In a separate form a complete list of contacts can be held. One of the fields being an email address. "Match owner" will attempt to look up the field that contains the email address and attempt a match.
		+
		+
		+	In order to do the look up the engine needs to check a different form. This is the "Match Form Id" field.
		+
		+
		+	Within that form, the email address field is identified as "Contact (Email) Field". This field should contain the proper email address of the contact.
		+
		+
		+	Two other fields for each contact can also be specified.
		+	* Each contact can have a link to a Companies form. i.e. this person is associate with this company
		+	* Also a staff drop down list to signify the "owner" of this contact can be specified
		+
		+
		+	So now the engine can do a look up on the email address and link it with a person, a company and a primary owner who works in the business.
		+
		+
		+	With these lookups complete the engine needs to know which fields to store the results in which gives rise to
		+	* Contact Result field : Will store the Id from the Contacts form intCDA_X_Id
		+	* Company Result field : Will store the Id from the Companies form
		+	* Owner Result field : Will store the user id from the bxp system who is responsible for these emails
		+
		+
		+	Finally as the look ups are done there are a number of potential set outcomes to the matching process.
		+	# No contact found
		+	# Contact found, Company not found
		+	# Contact found, Owner not found
		+	# Contact found, company and Owner not found
		+	# Contact and Company found, Owner not found
		+	# Contact and Owner found, Company not found
		+	# Contact found
		+	# Contact and Company found
		+	# Contact and Owner found
		+	# Contact, Company and Owner found
		+
		+
		+	The results of these attempts are stored in "Matching result field"
		+
		+
		+	[[Category:Module Specific:Form Management]]
		+	[[Category:Topic:Email]]