Changes

BEmail ( Email-2-Campaign )

478 bytes added, 16:58, 8 February 2018

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= Overview =

 

{| class="wikitable"

! style="width:16%" | Setup

! style="width:16%" | Content Continue

! style="width:16%" | Content Retrieval

! style="width:16%" | Content Replacement

! style="width:16%" | onArrival

! style="width:16%" | SPAM

|-

|| [[BEmail_(_Email-2-Campaign_)|Link]]

|| [[BEmail_Content_Continue|Link]]

|| [[BEmail_Content_Retrieval|Link]]

|| [[BEmail_Content_Replacement|Link]]

|| [[BEMail_onArrival_matching_engine|Link]]

|| [[BEmail_SPAM_Management|Link]]

|-

|}

* 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

* Match pattern : These are the rules to be applied to the email as it is turned into a record. [[BEmail_Content_Retrieval]]

* Content retrieval : The extraction of data of a field [[BEmail_Content_Retrieval]]

* Content replacement : The replacement of data within a field [[BEmail_Content_Replacement]]

Go to the bottom and "Update" the form

 

 

== Step 4. Test it ==

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! style="width:16%" | Content Retrieval! style="width:16%" | Content Replacement! style="width:16%" | onArrival! style="width:16%" | SPAM|-|| [[BEmail_(_Email-2-Campaign_)|Link]] || [[BEmail_Content_Continue|Link]] || [[BEmail_Content_Retrieval|Link]] || [[BEmail_Content_Replacement|Link]] || [[BEMail_onArrival_matching_engine|Link]] || [[BEmail_SPAM_Management|Link]] |-|}* Managing attachments and other document management strategies through email

* Enabling a customer to reply to emails and that going straight into a continuing record (Content Continue)

* Setting up spam filters (SPAM Management)

* Classifying records to set importance for outbound contact processing (Content Retrieval and onArrival)

* Managing attachments and other document management strategies through email (Content Retrieval)

These articles will also be of interest

* [[BEmail_Content_Retrieval]]

* [[BEMail_onArrival_matching_engine]]

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Philip Lacey

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