Difference between revisions of "External Email Tracking"
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'''Settings > Administration > External Email Tracking''' | '''Settings > Administration > External Email Tracking''' | ||
You can use this feature in one of two ways: | |||
# Update Prospect or Contact records with activity information via email with '''External Email Tracking''' | |||
# Set up a '''Custom Listener Interface''' to | |||
== | ==External Email Tracking== | ||
Use the standard '''External Email Tracking''' feature to automatically update Prospect or Contact records with activity information by sending messages from an email client (see [[#Compatible Email Clients|Compatible Email Clients]] below). | |||
To use the feature: | |||
:* Use a unique "Email-To-{platform}" address in the BCC: field of an email message, and the platform will log that email message as a Completed Activity for any Prospect or Contact in your database that matches the TO: or CC: field. | |||
:* Or Forward an email message to a unique "Email-To-{platform}" address, and the platform will search the body of the message and create a Completed Activity for the Prospect or Contact that matches the email address in the FROM: field. | |||
===Administration Setup=== | |||
After this one-time setup, each user can enable this function from the Personal Setup area. | After this one-time setup, each user can enable this function from the Personal Setup area. | ||
To enable External Email Tracking: | To enable External Email Tracking: | ||
#Click '''Settings > Administration > External Email Tracking''' | #Click '''Settings > Administration > External Email Tracking''' | ||
#In the Enable External Email Tracking section, click the Enable Email-to- checkbox | #In the Enable External Email Tracking section, click the '''Enable Email-to-{platform}''' checkbox | ||
#Select the default action when a matching Prospect/Contact is not found. Choose from: | #Select the default action when a matching Prospect/Contact is not found. Choose from: | ||
#:*create an open task | #:*create an open task | ||
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#Click '''[Save]''' | #Click '''[Save]''' | ||
==User Setup== | ==Custom Listener Interface== | ||
When External Email Tracking is enabled, the [[My Email-to-]] option will appear in the [[Personal Setup]] area. Users should setup their personal My Email-to- address. | In the '''Custom Listener Interface''' section, select a Java [[Class]] that implements the | ||
''Learn more:'' | |||
:* [[Java_API_Cheatsheet#Email_Handler_APIs|Email Handler APIs]] | |||
:* [[HowTo:Handle Incoming Emails Programmatically|Handle Incoming Emails Programmatically]] | |||
===User Setup=== | |||
When External Email Tracking is enabled, the [[My Email-to-]]{domain} option will appear in the [[Personal Setup]] area. Users should setup their personal My Email-to-{domain} address. | |||
==Compatible Email Clients== | ==Compatible Email Clients== | ||
| Line 29: | Line 40: | ||
*Web-based: Gmail, Yahoo, HotMail, etc. | *Web-based: Gmail, Yahoo, HotMail, etc. | ||
*Microsoft Outlook 2003 (11.6568.6568) and later | *Microsoft Outlook 2003 (11.6568.6568) and later | ||
<noinclude> | |||
[[Category:Administration| 3.7]] | [[Category:Administration| 3.7]] | ||
[[Category:Tutorials]] | [[Category:Tutorials]] | ||
</noinclude> | |||
Revision as of 02:36, 12 January 2012
Settings > Administration > External Email Tracking
You can use this feature in one of two ways:
- Update Prospect or Contact records with activity information via email with External Email Tracking
- Set up a Custom Listener Interface to
External Email Tracking
Use the standard External Email Tracking feature to automatically update Prospect or Contact records with activity information by sending messages from an email client (see Compatible Email Clients below).
To use the feature:
- Use a unique "Email-To-{platform}" address in the BCC: field of an email message, and the platform will log that email message as a Completed Activity for any Prospect or Contact in your database that matches the TO: or CC: field.
- Or Forward an email message to a unique "Email-To-{platform}" address, and the platform will search the body of the message and create a Completed Activity for the Prospect or Contact that matches the email address in the FROM: field.
Administration Setup
After this one-time setup, each user can enable this function from the Personal Setup area.
To enable External Email Tracking:
- Click Settings > Administration > External Email Tracking
- In the Enable External Email Tracking section, click the Enable Email-to-{platform} checkbox
- Select the default action when a matching Prospect/Contact is not found. Choose from:
- create an open task
- create a task and mark it completed
- Click [Save]
Custom Listener Interface
In the Custom Listener Interface section, select a Java Class that implements the
Learn more:
User Setup
When External Email Tracking is enabled, the My Email-to-{domain} option will appear in the Personal Setup area. Users should setup their personal My Email-to-{domain} address.
Compatible Email Clients
External Email Tracking is compatible with these email clients:
- Web-based: Gmail, Yahoo, HotMail, etc.
- Microsoft Outlook 2003 (11.6568.6568) and later