Email rules allow you to take action based on specific information that a incoming email message contains.
There are 2 basic types of email
1. Online Sale Message
This message is usually sent from online sales companies. Examples are
CRM-Express Professional and CRM-Express e-Sales can parse these messages and automatically add contacts, orders, products and items to the database. Sales are immediately available.
2. Normal Message
This can be any message e.g. emails from contacts, from web forms etc.
The following actions are available for a normal message:
Move message to
Copy message to
Forward message to
Reply with template
Move to Junk folder
Stop processing more rules
Subscribe to list
Unsubscribe from list
Parse to list
Parse to CSV file
Parsing web form emails and other emails
CRM-Express can parse emails and web form emails to email lists and CSV (Comma-separated values) files. The files can then be read by other programs e.g. Microsoft Excel.
To be able to parse the messages, the messages must be in a specific format. Below is an example of this format
---- Email starts -----
This is a sample email that can be parsed to a CSV file in CRM-Express
---- Email ends -----
The format consists of the field name on the left and the field value on the right separated by 2 colons (:). The email can contain any other words or phrases. Only the field name and field value will be parsed. The email can contain any number of fields to be parsed
This is how the parsed file will look: