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From All n One's bxp software Wixi
→Stage 2
As part of this process it is possible to extend the functionality to perform additional intelligent matching and automatic classification of inbound emails.
= Setup =
== Homework ==
The setup is a two stage process after you have done some homework.
To make the most of onArrival, you'll need two forms and a BEmail account. One called Company and one called Contact. Company contains records for a company. Contacts is linked to the Company form based on Campaign-Search field. So one company can have many contacts.
You may have one or more of the following elements already built:
* Create a company form, with one field "Company Name"
** Do the field mapping of the form
** Set the search fields of the form to be Company Name
* Create a contact form
** Add name as a field
** Add email as a field
** Add a Campaign-Search and link it to the Company form
** Add a Staff List question to the form and call it Owner
** Do the field mapping of the form
** Set the search fields of the form
* Add a record to the Company form
* Add a record to the Contact form
** Set the email address to be one you can test from, i.e. your email address
** Set the owner of the Contact to be your login account
** Link the Contact to the Company using the Campaign-Search field.
* Create a mail retrieval form
** Add a BEmail question type
** Add a Campaign-Search to link to the Company form
** Add a Contact-Search to link to the Contact form
** Add a Staff List to link to the Owner
** Add a text box to store the result of the matching
** Do the field mapping of the form
** Set the search fields of the form
* Create a BEmail account in SAM
* Link your new form to this BEmail account
* Follow the two stages below
* Send an email to the BEmail account
* Retrieve the email into the form
== Stage 1 ==
Turn them on. Using the email address of the sender matches can be made. The first match : * "Match contact" 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. (The email address in the Contact form) * "Match owner" will attempt to look up the field that contains the email address and attempt a match. (The owner field in the Contact form) * "Match company" will attempt to use a Campaign-Search or Campaign-Listing field to see which Company a contact is associated with. (The Company campaign-search field in the Contact form) In order to do the look up the engine needs to check a different form. This is the "Match Form Id" field. Set the Id of the form to look the data up in. (The Id of the Contact form) == Stage 2 ==
* 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
= Result =
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
The results of these attempts are stored in "Matching result field"
If you have any challenges please contact support@bxpsoftware.com for further help.
[[Category:Module Specific:Form Management]]
[[Category:Topic:Email]]
