Question

Automatic Bind Contact from Bulk EMail Reply

Hi , 

 

I want to automatically bind the contact to Bpm'Online whenever I get a reply on the bulk email sent . 

 

Please help how to proceed with the process ?

 

Thanks

Shailey 

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7 comments

Hello,

You can synchronize email from which bulk emails are set into BPM'online. Thus all reply will be added to the system automatically and emails will be connected to the contacts that sent them

Best regards,
Angela

Angela Reyes,

Thanks Angela! 

 

Mail sent from the synchronised mail box is already attached to the contacts . I want to know if I want to attach their replies also . I want to track the communication transactions.

Let's Say I am offering certain service and sending bulk emails. If a Contact replies me saying : I am interested in the services , I would like to automatically bind the communications received, bind contact and set them as my Lead. How can I do this ?

Thanks 

Shailey 

Shailey,

Starting from version 7.14.1 new functionality will be added to campaigns section and it might help you to implement your solution. If contact clicks certain link in your bulk email system will create new lead accordingly to the campaign settings. 

As for now there is no such functionality that will allow to track contact replies in the campaign. Our R&D team already has a task to implement this feature in future releases. 

Best regards,
Angela

Angela Reyes,

Thanks Angela! :) 

So meanwhile can we implement it using a Business process ? How to proceed for that ? Can u please help on this . 

 

Thanks

Shailey 

Shailey,

You can check the process that creates cases and copy it, but use Lead object instead. Also you can create a simple process that will be triggered when new Activity is added, type = Email, sent to %yourmailbox%, read this email and create or modify lead accordingly. 

Angela Reyes,

Thanks Angela , you are helping me a lot ! 
Could you please help me with the case name that u mentioned to copy .
Also , to create  the simple process , how do we ensure an activity is getting created when the email is received ? where is the field 'Sent to' ? DO I need to set up a variable for %yourmailbox% ? 

 

Shailey,

It will be better to create new fresh process instead of copying exiting one. Emails are activities, so you can use Activity object - it contains "To" field.

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