BEmail ( Email-2-Campaign ) - Revision history

Philip Lacey: /* Next Steps */

2018-02-08T15:58:50Z

‎Next Steps

Philip Lacey: /* Advanced configuration options */

2018-02-08T15:57:28Z

‎Advanced configuration options

Philip Lacey at 15:53, 8 February 2018

2018-02-08T15:53:21Z

Philip Lacey at 14:23, 8 February 2018

2018-02-08T14:23:06Z

Philip Lacey at 10:32, 16 August 2017

2017-08-16T10:32:55Z

Philip Lacey at 10:13, 16 August 2017

2017-08-16T10:13:26Z

Philip Lacey at 10:01, 16 August 2017

2017-08-16T10:01:21Z

Philip Lacey at 11:27, 6 September 2015

2015-09-06T11:27:25Z

Philip Lacey at 11:27, 6 September 2015

2015-09-06T11:27:09Z

Philip Lacey at 11:24, 6 September 2015

2015-09-06T11:24:22Z

@@ Line 189: / Line 189: @@
 There are many configuration options and tweaks you may like to explore with this process.  Please contact us in support for further ideas on :
-* Enabling a customer to reply to emails and that going straight into a continuing record
+{| class="wikitable"
-* Setting up spam filters
+! style="width:16%" | Setup
-* Classifying records to set importance for outbound contact processing
+! style="width:16%" | Content Continue
-* Managing attachments and other document management strategies through email
+! style="width:16%" | Content Retrieval
-These articles will also be of interest
+* Enabling a customer to reply to emails and that going straight into a continuing record (Content Continue)
-* [[BEmail_Content_Retrieval]]
+* Setting up spam filters (SPAM Management)
-* [[BEMail_onArrival_matching_engine]]
+* Classifying records to set importance for outbound contact processing (Content Retrieval and onArrival)

@@ Line 158: / Line 158: @@
 * Notify on Receipt : Will send an email to this named email address(s) when a new email has been converted to a record.  Handy for people not logged into bxp all the time.
 * Process as Outcome : Which outcome to execute as an email is stored.  We set it to the default Save Test for this worked example.
@@ Line 171: / Line 164: @@
 Go to the bottom and "Update" the form
 == Step 4.  Test it ==

@@ Line 2: / Line 2: @@
 {| 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]]

← Older revision		Revision as of 14:23, 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]]
		+	\|-
		+	\|}

← Older revision		Revision as of 10:32, 16 August 2017
Line 18:		Line 18:


−	* Work distribution : Once the emails are converted to records then can then be managed in a number of ways [[Form_-_Record_ownership_strategies]]	+	* Work distribution / Group mailbox : Once the emails are converted to records then can then be managed in a number of ways [[Form_-_Record_ownership_strategies]]

		+	* Social Media management : [[CC-3-4_Mailbox_and_Social_Media_integration]]
		+
		+	* Support desk : [[Bxp_and_Case_Management_-_Worked_Scenario]]

@@ Line 2: / Line 2: @@
-Loading emails into a form is very easy using bxp software.  There are a number of steps to the process.
+Electronic Mail or eMail is a very powerful communication tool.  Leveraging its power is something bxp makes very easy.  Whether that email is scheduled contact or ways of instantly interacting with customers, bxp can make the business processes of reacting and being proactive so much easier.
-Once the emails are converted to records then can then be managed in a number of ways [[Form_-_Record_ownership_strategies]]
+The primary engine in bxp for dealing and interacting with inbound email is the Email-2-Campaign engine.
-= Steps =
@@ Line 15: / Line 29: @@
-This is done using an email host provider.  It is nothing to do with bxp.  If you need a hand getting sorted with an email account the All n One support will be glad to provide a number of reference companies suitable to your situation.
+This is done using an email host provider.  It is nothing to do with bxp.  If you need a hand getting sorted with an email account the All n One support will be glad to provide a number of reference companies suitable to your situation.  Gmail and other free hosting providers are a potential solution as well as corporate email.
-Essentially bxp needs to be able to access the mailbox.  This can pose a number of challenges for internal IT departments.  Consider the following [[File:Bemail_connections_001.png|800px]]
+bxp however needs to log into the email box to retrieve the emails.  This is where the challenge lies.
 Solution B.  Restricted access through the firewall.  bxp's static IP addresses are configured on the firewall to be allowed through.  It doesn't open up the connection to the world only just for bxp.  This can be acceptable to some IT departments.
@@ Line 90: / Line 126: @@
 * Subject field : The Subject of the email is to be stored in this selected field.
 * Body Field : The Body of the email is to be stored in this selected field.
 * Attachments as CCLs : Should attachments be stored as well?  If true, attachments are available through the Contact History button
 * Notify on Receipt : Will send an email to this named email address(s) when a new email has been converted to a record.  Handy for people not logged into bxp all the time.
 * Process as Outcome : Which outcome to execute as an email is stored.  We set it to the default Save Test for this worked example.
 * Attempt matching? : Should rules be applied to the incoming email.
 * Field to match on : Which field should be focused on to perform the matching
@@ Line 130: / Line 177: @@
 There are many configuration options and tweaks you may like to explore with this process.  Please contact us in support for further ideas on :
 * Enabling a customer to reply to emails and that going straight into a continuing record
 * Setting up spam filters
@@ Line 136: / Line 184: @@
-These articles will be of interest
+These articles will also be of interest
 * [[BEmail_Content_Retrieval]]
 * [[BEMail_onArrival_matching_engine]]

@@ Line 18: / Line 18: @@
-Essentially bxp needs to be able to access the mailbox.  This can pose a number of challenges for internal IT departments.  Consider the following [[File:Bemail_connections_001.png]]
+Essentially bxp needs to be able to access the mailbox.  This can pose a number of challenges for internal IT departments.  Consider the following [[File:Bemail_connections_001.png|800px]]
@@ Line 61: / Line 61: @@
-[[File:BEMailSetup001.png]]
+[[File:BEMailSetup001.png|800px]]
@@ Line 67: / Line 67: @@
-[[File:BEMailSetup002.png]]
+[[File:BEMailSetup002.png|800px]]
@@ Line 80: / Line 80: @@
-[[File:BEMailSetup003.png]]
+[[File:BEMailSetup003.png|800px]]
@@ Line 119: / Line 119: @@
-[[File:BEMailSetup004.png]]
+[[File:BEMailSetup004.png|800px]]
@@ Line 134: / Line 134: @@
 * Classifying records to set importance for outbound contact processing
 * Managing attachments and other document management strategies through email
 [[Category:Module Specific:Form Management]]
 [[Category:Topic:Communications]]

← Older revision		Revision as of 11:27, 6 September 2015
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−	!!Warning!! - Do NOT set up this the mailbox reader on your personal account, especially if you use IMAP4. As part of the process bxp deletes an email as soon as it turns it into a record.	+	!!Warning!! - Do NOT set up this the mailbox reader on your personal account, especially if you use IMAP4. As part of the process bxp deletes an email as soon as it turns it into a record.

← Older revision		Revision as of 11:27, 6 September 2015
Line 31:		Line 31:


−	== Step 2. Set up the mailbox in BE, so that BE can get into the account ==	+	== Step 2. Set up the mailbox in bxp, so that bxp can get into the account ==

← Older revision		Revision as of 11:24, 6 September 2015
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−	== Step 1. Choose / Create the mailbox to be used = =	+	== Step 1. Choose / Create the mailbox to be used ==