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User Manual - GoldMine Add

1. Figure 67 Properties Field The Field Name column automatically displays the selected database field name In the Alternate field column click to select the additional field where the value is to be transferred Database Field Relationship This option is enabled for GoldMine Business Contact Manager only that can integrate SQL database When your email form contains multiple values for a single field or multiple details for a single contact you can use this option to map the fields and transfer them One to One You can select this option when you receive multiple values for a single field For example assume that your form contains the following data FirstName William Last Name Stevenson Source Others Source Search Engine Note that the field Source contains two values Others and Search Engine When you map the form tag Source as anchor text twice the second tag is marked as Source1 You can map the form data to the same field twice and the second value is marked as Source 1 After Mapping your template appears as follows lt FirstName gt Contact lt Last Name gt Last lt Source gt Source lt Source 1 gt Source 1 gt Page 69 Customize TemplateMaker After selecting the One to One option in the Update Mode list vou can select either one of the following options e Select the Concatenate option to append the multiple values in the field If you select this option
2. nanna tA H AAHKKRAAAAAAnEEnAnEEEEREEAzzntT 63 15 iExiracifromibmi all te TT 63 15 2 Setup Anchor Properties eseu EREAEAESERERAENEREAEAEAEERKEAEREREAEASERENAEREAEAEAESERKEKEREREAEAESER REEL 64 15 3 Search by using Percentage snanar nn nanna mnn mnn TSSEA Nai EREA 64 er E 65 1541 SIZE ta serene ti rd ear ae ie ea eee ea 65 E Ee 66 15 4 3 FOrmatu sugar l L b bl b b bl Dt Et rrr rrr 67 e Ge EE 68 AAS Eolo UIP i ETA 68 1 5 4 6 gt Piel Oe AI 69 io o Markiformildentitiet ie inr irrabja ieor fi p e f gees 71 15 6 Protect Templates arsen btieti st ittri ri een never endene betre 72 16 SeUP EE NT 72 16 15 Gr ate a I eed tiene ee eee 72 lib 2 Setup Grite ri iii i erste ere eee 73 16 3 SeUp Atllons is ea indur i ai EN a e naaa E an 73 16 4 Greate OD eege EEN serer seerne enker 78 16 55 deel lee Ruth EE 79 17 Maintenance of eMail Lead Grabber nn nnnnnn rna n rna nnnnn mnn mnn 80 18 Automatic Processing of ema 81 19 R dy Keck eege A 82 20 License Agree M EN raaa stat p eaa Ena aE AEn REE ME UEA E EERE hE AARNE EEEE UEA EENEN bE HARARE EEDE naran 83 aa El 87 Copyright 2009 eGrabber All Rights Reserved Preface Preface Your website may contain different online forms like survey forms feedback forms enquiry forms registration forms and so on When a form is submitted online the data in the form is sent as email to your default email client You may receive sales leads through email onli
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4. Achon Transfer To v lt Templates gt Form Processing Cente Round Robin Forwarding xw Marketing v None na Figure 72 Round Robin Forwarding selected in Filter Action Select the required group and save the filter Now whenever a message is processed by the filter it is also sent to the marketing team member for follow up Page 75 Setup Filter Round Robin Processing Vou can use this option to transfer the email messages to various templates in a repetitive cvcle Round Robin Processing enables vou to process the messages through a set of selected templates in a cvcle The messages that satisfv the Filter Criteria can be processed through different templates In this method vou can process the first message through first template second message through the second template and so on If vou have specified three templates then the fourth message is processed through the first template and this cvcle is repeated When vou are distributing email messages to the team members thev can maintain different database for saving the contacts Vou can create different templates and map them to respective database maintained bv your team members and use Round Robin Processing to save the contact details in corresponding database This enables vour team members to follow up with the contact in their database effectivelv In the Filter Setup select Round Robin Processing from the Action list Select the Template Group from the available list
5. e Date delivered into Outlook mailbox Select this option so that the Received Date in the Inbox is retrieved from date on which mail is received by Outlook mailbox Click OK Page 9 Setup to download email into eMail Lead Grabber Click Add gt Microsoft Outlook to download from Microsoft Outlook 2000 In the Outlook Mail Personality Settings dialog box the details to be entered are similar to Outlook 2007 2003 2002 except the following Outlook Mail Personality Setting Personality Name Feedback Poling Mailbox Personal Folders Feedback Processed Madbox Personal Folders Processed Return Address wikam egrabber com SMTP Server smip egrabber com Poll Personality v v Import Personality Display Name w Import Personality Emal Address Cancel Help Figure 9 Personality Settings Outlook 2000 Import Personality Display Name Select this option to display the sender s display name in the From column of eMail Lead Grabber Inbox Import Personality Email Address Select this option to display the sender s email ID in the From column of eMail Lead Grabber Inbox Click OK 3 4 Setup to download from Outlook Express To download the email from Outlook Express Click Add gt Outlook Express in the Account Setup dialog box In the Outlook Mail Personality Settings dialog box enter the following details Outlook Mail Personality Setting Personality Name Feedback Poling Madbox Outloo
6. MM DD YY gt Click Setup Login to setup login restrictions for eMail Lead Grabber Inthe User Login dialog box that appears enter User Name and Password Re enter the password in Confirm Password Click OK gt Use Outlook Select this checkbox to send email using Microsoft Outlook Enter the Profile Name and Password to send email through secured authentication Click OK to save the settings Now the email is checked automatically in the specified time interval 9 Ensure that the Poll Personality checkbox is selected in the Personality Settings to download the email If you enter the time interval as zero 0 then email is not checked Next you need to create a template to process the downloaded email messages and to transfer the details to your destination Refer to TemplateMaker to create a template 5 Working with eMail Lead Grabber eMail Lead Grabber window contains the following to manipulate the messages Menu bar Toolbar Status bar e Report bar You can make use of the above components to send reply or forward the messages You can launch the Import Toolbar that can be used to download messages from other email clients You can also launch the Template Maker to create templates 5 1 eMail Lead Grabber Menu bar The eMail Lead Grabber menu bar contains the following commands Page 15 Working with eMail Lead Grabber File Menu peer Pr tA Check Mail Check for email and dow
7. Qutlook 2007 2003 2002 Mail Personalitv Setting Personality name For Outlook profile Microsoft Outlook Intemet Settings Current Outlook Profile Mic Polling madbox CJ Processed mailbox J Retum address SMTP server Poll personality bei While enpoding the sender s address Whe imperting mads use V Import sender s emal address Date received on mad server Import sender s display name Date dekvered into Qutlook madbox Figure 8 Personality Settings Outlook 2007 2003 2002 Personality name Enter a name for the email messages to be downloaded Polling Mailbox Click the button to select the mailbox from which you want to download the email forms Processed Mailbox Click the button to select the mailbox to which you want to save the processed email forms e Return address Enter your email address SMTP server Enter your outgoing mail server name e Poll personality Select this option to download the email from Outlook to eMail Lead Grabber Inbox automatically Import sender s e mail address Select this option to display the sender s email ID in the From column of eMail Lead Grabber Inbox Import sender s display name Select this option to display the sender s display name in the From column of eMail Lead Grabber Inbox e Date received on mail server Select this option so that the Received Date in the Inbox is retrieved from the date on which mail is received by the mail server
8. Setup to download email into eMail Lead Grabber 25 Jemen Microsoft Outlook 2007 2003 2002 Outlook Express 5 0 6 0 Outlook 2000 POPS Figure 3 Account Setup You can setup to download from the following email clients e GoldMine e IMAP e Microsoft Outlook e Outlook Express POP3 3 1 Setup to download from GoldMine To download the email from GoldMine Click Add 2 GoldMine in the Account Setup dialog box In the GoldMine Personalitv Settings dialog box enter the following details Under GoldMine Login Details gt Click Get Values from GoldMine to retrieve the following details automatically Gys Dir Installation path of the GoldMine and the location of the License database file Gold Dir Location of the Calendar database file that contains a record for each scheduled activity Common Dir Location of the Contact database file that contains the main fields of contact records User Name Login name of your GoldMine database gt Password Enter your GoldMine database password Page 4 Setup to download email into eMail Lead Grabber GoldMine Personality Settings GoldMine Login Detads Sys Dr d program files goldmine 6 01 Gold Dr D Program FiesGoldMine 6 0 GMBase Comenon Di DAProgram Files VG oldMine 6 0 common User Name Get Values from GoldMine Feedback Feedback Forms Processed Messages v Poll Personality Figure 4 Personality Settings GoldMine Under P
9. T View E mad wet e Figure 32 Map Fields Page 33 Create Template in Wizard Mode Double click the Fields row and select the appropriate database field to map the field manaually Click Auto Map to map the fields automaticallv Click Clear Map to remove the mapping Click Test Map to view the extracted values from the email Select a field and click Set Properties to define properties for the selected field Refer to Setup Field Properties for more details Click View E mail to view the sample email for reference LH To add or remove a form tag click Add Row or Delete Row respectivelv After mapping the appropriate fields click Next 10 10 Map Email Header Information The next step is to extract the email header information and save them in user fields Template Creation Wizard Untitled Map web form e mail header tags To transfer data in the header of webform emal map the header tags PA Email Header Information EE Field Name Sent Date Open USERDEFOS Sant Time Open USERDEF10 From Address ss Double Cick here to map To Address ss Double Chick here to map Subject Double Cick here to map JW Copy E mail to Notes JW Copy E mail to History IV Copy and save E mad attachments to this Folder E Program F es eGrabber eMaa Lead Grabber aj ad Figure 33 Map Email Header Information You can save the following information from the email e Sent Date Sent Time From Address
10. Vou can use this option to import templates with etf extension created in previous versions of eMail Lead Grabber into the current version Select Migrate Template and click Next Click Browse and select the template to be imported into eMail Lead Grabber Since eMail Lead Grabber needs to be closed during the migration process a message appears prompting vou to close eMail Lead Grabber Click Finish Whenever vou mailbox is overloaded with large number of messages launch the Dr Mailbox utilitv to compact backup and make more space in vour hard disk This improves the efficiencv of eMail Lead Grabber 18 Automatic Processing of email Now that vou have setup to download the messages setup the filter and created a template for vour destination just launch eMail Lead Grabber and minimize the application If you have setup to download and filter the messages automatically then you need not intervene with the application eMail Lead Grabber automatically downloads the email messages whenever you receive an email form from your website filters them and transfers the contact and additional details to your destination application If you have attached Stationery to the filter then an automatic response is sent to the processed messages This enables you maintain all the leads generated from your web form and to follow up with the leads Page 81 19 Readv Reckoner Readv Reckoner The following list provides the sh
11. then the data that appears in the first line of the form alone is transferred End of document Select this checkbox to include all the data that appear after the selected field till the end of the form Text before anchor Usually the form data appears after the form tag You mark the form tag as anchor and the form data as field If your email form is containing the form data followed by the from tag then select this checkbox For example if your form contains data as follows William FirstName In the above example William is the form data and FirstName is the anchor The value William is to be transferred to the database field Select the Text before anchor option to ensure that the data is transferred properly Click OK to save the settings 15 4 2 Type In the Type tab you can setup the data type of the field You can ensure that you are transferring only appropriate data to your application First Name Properties Size Type Fomat Values LookUp Field Field type Alphanumeric Field start after Field end before Mask form identifier IV Frid value Figure 63 Properties Type Field Type Select the appropriate data type of the field being transferred For example if you setup the Phone field type as Numeric and the field in email form contains alphabets then the corresponding data is not transferred Field start after Enter the character that you want to exclude from
12. then the value is saved as Others Search Engine in the field Source Select the Lookup and Replace to replace the existing values with the modified data In this case the first value is replaced with the second value One to Many Select this option when your email form contains multiple details for a single contact You can transfer the multiple details to user fields for the same contact For example assume that your Order Form contains following data Item eMail Lead Grabber Business Quantity 1 Description Single user license Item eMail Lead Grabber GMSQL Quantity 2 Description Single user license Bill to First Name James Last Name Webber E mail James auction com The contact James Webber is to be transferred to your destination Note that there are two values for the fields Item Quantity and Description Now you need to save these details in the details tab of the contact James Webber Page 70 Customize TemplateMaker Vou can map the values for the same fields After mapping the template appears as shown below Item gt Item Reference First Item lt Quantity gt Item Qty lt Description gt Item Notes lt Item 1 gt Item Reference 1 Second Item lt Quantity i 1 gt Item Qty 1 Description 1 gt Item Notes 1 Bill to gt Ignore First Name gt Contact Last Name gt Last lt E mail gt E mail Afte
13. vou can schedule an activitv to send this literature to one or more contacts in vour GoldMine database Vou can schedule a literature request to a user reminding them to send literature and a cover letters to contacts xi Details Contact Routing Assigned toc Code ES ester Cover Letter User none 4 S 4 m D 4 o Literature List Alarm RSVP fall Special Instructions GoldMine Features Brochure Figure 40 Schedule Literature Request in GoldMine Contact While transferring name of the contact being transferred is automatically displayed here e Routing Select the mode of delivery from the following z Printer FAX e Cover Letter Select a form letter to be sent as a cover letter along with the literature The templates displayed in this list are based on the selected user User Select the user name to view the corresponding document templates in the Cover Letter list Literature List Select from the list of literature options created in the Literature Fulfillment Center The items included in the list are displayed in the text window below Assigned to Select the user name to assign the activity e Code Enter the Job code or other identifier to categorize the activity Days Enter the number of days counting from the present day to perform the activity For example if you type 30 days then the activity is executed on the 30 day counting from the present day Alarm Set a
14. KIND THE COMPANY DOES NOT WARRANT GUARANTEE OR MAKE ANY REPRESENTATIONS REGARDING THE USE OR THE RESULT OF THE USE OF THE SOFTWARE OR WRITTEN MATERIALS IN TERMS OF CORRECTNESS ACCURACY RELIABILITY CURRENTNESS OR OTHERWISE YOU ASSUME THE ENTIRE RISK AS TO THE RESULTS QUALITY AND PERFORMANCE OF THE SOFTWARE IF THE SOFTWARE OR WRITTEN MATERIALS ARE DEFECTIVE YOU ASSUME THE ENTIRE COST OF ALL NECESSARY SERVICING OR REPAIR OR CORRECTION THE COMPANY MAKES NO WARRANTIES OF ANY KIND EXPRESSES OR IMPLIED INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTIBILITY AND FITNESS FOR PARTICULAR PURPOSE WITH RESPECT TO THIS PRODUCT NO ORAL OR WRITTEN INFORMATION OR ADVICE GIVEN BY THE COMPANY ITS DEALERS DISTRIBUTORS AGENTS OR EMPLOVEES SHALL CREATE A WARRANTY OR IN ANY WAY INCREASE THE SCOPE OF THIS WARRANTY AND YOU MAY NOT RELY ON ANY SUCH INFORMATION OR ADVICE NEITHER THE COMPANY NOR ANYONE ELSE WHO HAS BEEN INVOLVED IN THE CREATION PRODUCTION OR DELIVERY OF THIS PRODUCT SHALL BE LIABLE FOR ANY DIRECT INDIRECT CONSEQUENTIAL OR INCIDENTAL DAMAGES INCLUDING DAMAGE FOR LOSS OF BUSINESS PROFITS BUSINESS INTERRUPTION LOSS OF BUSINESS INFORMATION AND THE LIKE ARISING OUT OF THE USE OF OR INABILITY TO USE THIS PRODUCT EVEN IF THE COMPANY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES Some states do not allow limitations on how long an implied warranty lasts or exclusion or limitation of incidental or consequential
15. TemplateMaker menu bar contains the following commands File Menu New Create a new template Open Open an existing template Save Save a template Save As Save template with a different name Properties Displays details about the template like Location Size Database etc Exit Quit TemplateMaker Page 59 Working with TemplateMaker Edit Menu peer Undo Reverts the last performed action Cut Removes the selected text and places it in the Clipboard Copv Copies the selected text to the Clipboard Paste Inserts the contents of Clipboard Select All Select all the contents in the Template Find Search for a specific text in the Template Find Next Look for the next occurrence of the searched text in the Template View Menu mem ea Toolbar Show or hide the Toolbar Status bar Show or hide the Status bar Anchor Properties Select Anchor text to enable this command Vou can modifv the properties of the selected Anchor text Field Properties Select the Field text to enable this command Vou can modifv the properties of the selected database field Alwavs On Top To displav TemplateMaker in front of all open windows Insert Menu Field Insert database fields Anchor Insert Anchor text Email Insert Email fields Page 60 Process Menu Option Refresh database Extract from Email Duplicate Check Set Process Lead Source Set Activity Email Header Attach Source Keyword Search Mail Merge Set Predefined
16. The next step is to setup to search for specific keywords in the email Page 47 Create Template in Wizard Mode Template Creation Wizard Untitled Keyword Search Search for keywords in emad and enter search results into database FI Enable Search Document From Top 0 x To 1100 aa Keyword s Separated by comma I Case Sensitive Search Sales Order Purchase Keyword Matching Crtena Ary keyword should match C Ai keywords should match Store Resuks of Number of Occurrences User Field 1 Fi Number of Keywords User Field 2 H Keywords User Field 3 BI lt Back Cancel Hep Figure 45 Keyword Search For example you can search for keywords related to sales to identify the customers and save the seacrh results in selected fields Select the Enable checkbox to make use of the options Click New to create a name for the seacrh Enter the name and click OK Under Seacrh Document you can specify the percentage of the section to be searched Enter the starting section as percentage in the From Top box and the end section percentage in the To box The percentage is calculated based on the number of characters available in the email message Under Keywords enter the terms to be seacrhed for in the email message Select Case Sensitive Search to search for terms that match the upper and lower case letters exactly Under Keyword Matching Criteria select the method to search for the keywords Any keyword shou
17. Values Tools Menu Working with TemplateMaker Function Update the database settings Extract additional information from the email text and save them in the user fields The email text can be saved to Notes tab Setup to check for duplicates Attaches automated processes This feature is currently not available Schedule activities while transferring contact records Setup Email Header values for sending email using mail merge This option is enabled for an Email Merge Template only Save the email contents in a text file Search for specific keywords and save the search results in selected fields Attach a Mail Merge Template to the currently opened Email Extract Template This option is enabled for an Email Extract Template only Assign pre defined default values to specific fields Mark Form Identifier Set Change Password Test Template Delete Templates Options Set an identifier text for the template to process an email Once the identifier text is set a message that contains the identifier text alone is processed by the template Setup a password for the template Test the template with a sample email for appropriate mapping of fields Delete the selected template Launches the Options dialog box to change the settings Page 61 Working with TemplateMaker Help Menu Help Launches Help Topics Send Template If vou encounter anv problem with a template click here to send the template attach
18. and displaved gt System Directory Installation path of the GoldMine and the location of the License database file gt GoldMine Directory Location of the Calendar database file that contains a record for each scheduled activity gt Common Directory Location of the Contact database file that contains the main fields of contact records gt UserName Login name of your GoldMine database Password Enter the password to access your database Click Login to get access to database The message Logged in Successfully is displayed Click Next 10 7 Select Details In the next step you can select the details fields to which you can transfer data from your email form All the fields from the details tab of your GoldMine database are displayed under Select Detail Fields Select the checkbox next to a detail field name The detail field displayed is the name of the profile record entry like Credit Card Number Click Select All to select all the fields displayed All the field names are selected To deselect all the fields click Clear All Page 31 Create Template in Wizard Mode Template Creation Wizard Untitled Select Details Select the Details to which you want to transfer data Select Detad Fiaskis B Amencan Express Card Holder B American Express Number B Bithia Computer Magazne Pager PIN BI Patre Resale Tax ID BIAS Expertise B Serial Number lt Figure 30 Select Details GoldMine 9 Y
19. for the email messages to be downloaded Incoming Mail Server Enter your Incoming mail server name User Name Enter login name of your IMAP account Password Enter your IMAP account password Polling Mailbox Click the button to select the mailbox from which you want to download the email forms Return Address Enter your email address Outgoing SMTP Server Enter your Outgoing mail server name Poll Personality Select this option to download the email from POP3 server to eMail Lead Grabber Inbox automatically More Settings Click here to configure the SMTP server to send mail As you click More Settings the E mail Settings dialog box is displayed In the Outgoing Server tab make the following settings Page 6 Setup to download email into eMail Lead Grabber E mail Settings Outgoing Server Advanced wv My outgoing Server SMTP requires authentication Use same settings as my noomng mal server e Log on using User Name wam Password sesssss Figure 6 Email settings Outgoing Server Select My Outgoing Server SMTP requires authentication to ensure SMTP server authentication before sending email Specify the method of authentication by selecting any one of the following options Select Use Same Settings as my incoming mail server if you want to use the login and password details of incoming mail server POP3 Select Log on using if the SMTP server requires a different user name and password Enter
20. of the email e To Address of the email Subject of the email message Page 34 Create Template in Wizard Mode Double click and select the appropriate field to save the above information Copv E mail to Notes Select this checkbox to copv the contents of the email message to the Notes tab Copv E mail to Historv Select this checkbox to copv the contents of the email message to the Historv tab Copv and save E mail attachments to this Folder Select this checkbox to save the email attachments Click to browse and select the folder to save the attachment files After making appropriate settings click Next 10 11 Setup to check for duplicates The next step is to setup to check for duplicates Template Creation Wizard Untitled Transfer mode Select the database update mode and Dupbcate check criteria Select Transfer Mode Mode Wam if contact exists bd Select Fields To Dupbcate Check Note Asks the user to decide on Transfer mode duplicate is found by showing companion of incoming and existing contact detais F Bring GoldMine to the forefront after transfer Figure 34 GoldMine Check for Duplicates Under Select Transfer Mode select any one of the following options to handle duplicate records e Select Always Add as New Contact to add the duplicate as a new contact to your application e Select Warn if contact exists to get a warning message when you transfer a duplicate contact During the tra
21. the activity is executed on the 30 day counting from the present day Time Enter a time or click the arrow to select time The Time selector shows the time slots with a difference of 30 minutes Duration Enter the time duration of the activity For example if your calls last for 45 minutes then type 45 in the Duration box Ring Alarm Set an alarm to remind you of the scheduled activity Select a time from the list For Example If you select 5 minutes from this list the alarm pops up 5 minutes before the time at which the activity has been scheduled Private Select this option to make your activity private Now the activity is available only to the selected user LH After transfer other users can view information about the activitv tvpe date and user in the Pending tab of the contact records The Reference column indicates that the user designated to the activitv is private In the Calendar other users can view the activitv but cannot view the other details RSVP Select this option to notifv when the assigned user completes the scheduled activitv Page 39 Create Template in Wizard Mode Link Select this option to attach the activity to the contact record Notify Select this option to send an email message to user for whom the activity is scheduled or when a scheduled activity is changed e Click Schedule to create the activity After transfer activities are automatically scheduled for the contacts trans
22. while creating a template in advanced mode Click OK to save the settings and to map the fields The following section explains the steps to map the fields Page 52 Create Template in Advanced Mode 11 1 Map Fields After you have setup the link options the selected email text appears in the TemplateMaker If you have created the template by using the File gt New option then the template appears blank You need to copy and paste your email text that contains all the form tags and data Refer to Figure 22 in the template In the Template Maker select the Form Tag including the separator In the example shown is the separator Now click to mark the form tag as Anchor text Select the form data and click I to map the corresponding database field as shown in Figure 51 The fields available in the selected GoldMine database are displayed Select the field to which the Form Data is to be transferred r Untitled TemplateMaker E Ip x Fie Edt View Insert Process Tools Help zm mm m Ba OGS sO it Below is the result t was A U submitted by john AutoDetect EE AE SSE SEE v Contact first gt Contact Address b Company ciast E Tite A et Source Asst Dear company The McGraw Merge Inc email johnfimegraw Contact Type Industry Interest Acont Mngr City New York Open Address 1221 Sixth Phone State NY Fax Emal Merge Codes ZipCode 10020 Web Ste Phone 212 512 2563 Su
23. 0 2 Edit Sample Email The next step is to view and edit the email form The selected email text appears in the wizard Page 27 Create Template in Wizard Mode If you have launched the template wizard by using the File gt Show Template Wizard option then the wizard space appears blank You need to copy and paste your email text that contains all the form tags and data Refer to Figure 22 Template Creation Wizard Untitled Edit selected sample e mail The sample web4oen emal selected eather wil be displayed Edit the emal or paste different sample gt web form e mai Form E oa Below is the result of your form It was last Mathew emak johnlimegraw com compary The McGraw Hill Companies Inc Figure 25 View and edit the sample Email You can verify the details and edit them if required and click Next 10 3 Extract tags from Email The next step is to extract the form tags from the email You can extract the tags by any one of the following methods Extract Form Tags Automatically This option is selected by default The form tags are extracted automatically from the selected email The Form Tag separator is displayed automatically next to Tag and Field Separator You can also enter the tag separator manually Select the TAB checkbox if there is a tab separator appearing in between the form tags and the form data LH Tag Separator is the character that separates the form tag and the form data Manual E
24. 45 56 58 62 63 Outlook 3 4 8 9 10 11 15 22 56 Outlook Express 3 4 10 11 22 Password 4 6 7 11 15 31 61 72 POP3 Server 11 Pre Defined Value 50 Priority 43 Refresh 17 Ring Alarm 39 Save Template 57 Schedule Activity 37 Search 2 47 48 60 64 65 69 70 Select Destination 30 Select Template Type 54 Select User Fields 32 33 Separator 28 Index Set Change Password 72 Setup Action 73 SMTP 6 7 8 9 11 12 Status Bar 17 63 Subject 21 34 54 73 78 Task 17 20 Template Type 54 55 Template Wizard 2 16 26 27 28 TemplateMaker 3 15 16 26 51 52 53 54 55 58 59 60 62 63 Test Template 61 To Do 43 Tools 3 14 18 61 72 78 80 Transfer Mode 35 User Fields 32 33 44 User Name 4 6 7 15 Validate Duplicates 36 Verify Password 72 Windows Explorer 2 22 Windows Messaging 3 22 Page 2
25. After making relevant settings click Next 10 14 Setup to attach Process In the next step you can attach process to the transferred contact Select Attach Process after transferring records to GoldMine to enable the processes Page 45 Create Template in Wizard Mode Template Creation Wizard Untitled Attach Processes Select the process to be attached while updating database Web Response Grabber vil Attach the selected Processes to the contact being transterred To Taqges the Process goto Gokimine s T ools gt Automated Process Center IV Attach Process after transfering records to GokiMine Future Sale JLost Customer Lost Sale New Prospect Leads New Suspect Leads JOpporturitu Figure 43 Attach Process to GoldMine All the automated processes created in your database are displayed Select the checkbox that appears next to the automated process LH If vou have not created anv automated processes in vour database then no process is displaved in this dialog box While transferring a contact the process is attached to the Tracks tab in GoldMine If you are in the Scan Continuously mode then the process is executed automatically and is attached to the Pending Tab of the transferred Contact Click Next The next step is to save the email contents to a text file and attach the file to the destination 10 15 Attach Email Contents Vou can save the email contents in a text file Page 46 Create T
26. Application The next step is to select your destination application Template Creation Wizard Untitled Select destination application Select tha program or database to whech data should be transfered by eMad Lead Grabber Contact Manager Settings Select Contact Manager Goldmina 6 7 6 6 6 5 6 0 BCM CE GoldMine 7 0 GoidMine 80 GoldMine FroniDifi e GoldMine 6 7 6 6 6 5 5 0 BOM CE Figure 28 Select Destination Application You can create template for the following versions of GoldMine e GoldMine 8 x 7 5 x 7 x 6 x 5 x Select your version of GoldMine from the Contact Manager list and click Next 10 6 Login to GoldMine In the next step you need to login to the GoldMine database Enter the following details in the Login dialog box Page 30 Create Template in Wizard Mode Template Creation Wizard Untitled Database Information Select the database and provide the login information for the database Cick on Get GoldMine detads to get the current open Goldmine Database directory settings or you can manually select each directory Get GoldMine details System Directory I ee am files goldmane 6 0 E Gokimine Directoy D Program Fies GoldMine 6 0 GMBase p Common Directory D Program Files GoldMine 6 comme Usemane Password Status Figure 29 Login to GoldMine Click Get GoldMine Details button The following login details are automaticallv retrieved from GoldMine database
27. Figure 61 Search Properties Click OK to save the settings Now the template searches for form tags available in the specific section and transfers the details This saves time when vour email form contains additional information that can be excluded while transferring to your application 15 4 Setup Field Properties You can setup the properties for the database fields to ensure that they are transferred with specific details accurately You can setup the maximum field length field type format and other attributes or click View gt Field Properties Select a database field and click In the Properties dialog box that appears you can setup the following 15 4 1 Size By default the Size tab appears when you open the Properties dialog box Enter the following to limit the size of the data to be transferred First Name Properties Size Type Format Values LookUp Field Field Length Max 25 Number of Lines 1 End of document Figure 62 Properties Size Field Length Max Enter the maximum number of characters to be transferred for the selected field For example if you enter 15 in this box then the first 15 characters of the form data are transferred to the selected field Page 65 Customize TemplateMaker Number of Lines Enter the number of lines used by your form data If your form data is wrapped to two lines then enter the value as 2 to transfer the entire data If you enter the value as 1
28. Grabber toolbar contains the following commands i Check Mail g Accounts Setup Wizard J Filters ju Import Toolbar A Compose 6 Reply Reply All Forward Find D Delete z Re Process B Help Check for new email manuallv Setup Accounts Launch Setup Wizard Setup Filters Launch Import Toolbar Create new email message Reply to the sender of the selected message Reply to all in the TO and CC columns of the selected message Forward selected message Opens the Find Message dialog box and enables you to search for messages Delete selected messages Re process an email message Launches Help Page 19 Working with eMail Lead Grabber 5 2 eMail Lead Grabber Status bar The status bar displavs the total number of messages and the number of messages selected in the current folder 5 3 Report bar The report bar displavs the status of the processed messages and error messages This bar contains three tabs as follows Task Status Click Z or ViewsTask Status to view this tab Status L Progress Processing Filtering messages 4 of 35 11 Completed Figure 15 Task Status The task status displavs the background activities like retrieving email from vour email client processing messages through filters templates etc This tab also displavs the progress of a task in percentage LH Right click the Task Status and select Abort Task t
29. If you are using an email client other than the applications listed above then you can use the Selected Text Text in Clipboard Windows Explorer options to download the email messages The right panel displays the option Inbox and the templates created Select the option Inbox to download the messages to eMail Lead Grabber Inbox or the template to directly transfer the details from the selected message to selected destination application You can find the option to create a template in this drop down list Refer to Chapter 11 for details on creating a template Page 22 Customize Import Toolbar 7 Customize Import Toolbar Vou can customize the source and destination options available in the Import Toolbar Click that appears in the center of the Toolbar to launch the Options dialog box In the Options dialog box you can setup the source destination and miscellaneous options 7 1 Add Remove Source Application In the Options dialog box click the Input Source option to add or remove the source applications that are displayed in the Import Toolbar The available source applications are displayed in the dialog box To add an application to the toolbar Select the application displayed under Available Sources and click the Add button The application is now displayed under Selected Sources eMail Lead Grabber Import Toolbar Options Input Source Available Sources Selected Sources K Eudora Pro Emad 158 Windows Explorer Netsc
30. OK to save the settings 3 6 Personality Settings After you enter details and save the personality settings the personality name is displayed in the Account Setup dialog box Account Setup Test Set as Defaut Options Figure 13 Account Setup for GoldMine e Click Remove to delete the personality settings e Click Properties to edit the settings e Click Test to test the settings The email forms are downloaded to the eMail Lead Grabber Inbox Set as default Click here to make the selected personality name as your default account When you reply to a message or send an auto response this account is used for sending the email Options Click here to open the Miscellaneous Setup dialog box You can setup to check for email messages automatically This option is explained in detail in the next section Click Close 9 You can also make use of Step 1 in the setup wizard to download the email messages The wizard provides step by step instructions to complete the setup Page 13 Download email into eMail Lead Grabber 4 Download email into eMail Lead Grabber After vou have setup vour Account vou can start downloading email forms from vour email client To download the email forms manuallv gt Click Check Mail in the eMail Lead Grabber GMSQL toolbar OR gt Click Check Mail in the File menu The email forms are downloaded from your email client as you have setup and saved in eMail Lead Grabber Inbox T
31. S see dad 2 Key TT 2 Supported Appltcatons nn eee 3 1 eMail Lead Grabber Setup Wizard nee nnnnnnnnnnn nanna nnnnn nanna ann nnnnnzznnnnnnnn nn 3 2 eMail Lead Grabber CGomponents 2 3 Setup to download email into eMail Lead Grabber ssssssessnnnzannnnnznnmnsmmisenmnmrzzznizizizi 3 3 1 Setup to download from GoldMine nn nn nnnnn rna n rna nnn mnn mann nn nn tna 4 3 2 Setup to download using IMAP Server nn nn nnnnnn nn ann nnnnnnnnnnnnn mann n tna 5 3 3 Setup to download from Microsoft Outlook 8 3 4 Setup to download from Outlook Express nn nar rnnnnn nanna 10 3 5 Setup to download using POPS Server ran nnnnnnn rna nnnnnnn mnn mnn 11 3 6 Personality ue E 13 4 Download email into eMail Lead Grabber nn nn nnnnn mnn nn nanna 14 5 Working with eMail Lead Grober 15 5 1 eMail Lead Grabber Menu bar 15 5 2 eMail Lead Grabber Status bar nanna nanna nanna nn 20 HS REP NA 20 5 4 SKOMCUt EE 21 6 Using Import Tolba irinna EEEN Eana ERENER EAE REENE aE TEREFE 22 7 Customize Import Toolbar eter eteeeeaaaeeeeeeeetteeaaaaaeeeeeeettgeaaaaeeeeeeeeeeenaaaaes 23 7 1 Add Remove Source Application nanna nn nanna nanna mann nn 23 7 2 Add Remove Destination Application nanna nanna 24 7 3 Miscellaneous Setuip ssszririzipiriaiir p ceed een KPA eece eee eine eee erento 24 8 Download email using Import Toolbear nn nar n nanna nanna nnnnnntnnna 25 9 TemplateMaker
32. Step 2 Create template to process webform ema Step 3 Create fiker to transfer web form emai to the appropriate template Figure 1 Setup Wizard Step 1 Click here to setup eMail Lead Grabber to download email messages from your default email client The setup email wizard appears and guides you through the process of downloading email messages from selected email client Refer to Chapter 3 for downloading email from various email clients The settings that appear in the wizard are similar to the options explained in this chapter Page 3 eMail Lead Grabber Components Step 2 Click here to launch the Template Wizard that guides you through the process of creating a template You need to create a template to map the fields that appear in your email form with the fields available in your destination Refer to Chapter 10 for creating templates Step 3 Click here to create a filter The Create Filter wizard guides you through the process of creating a filter with specific criteria and to setup the actions to be performed when the condition is satisfied You need to create a filter to separate appropriate email messages and to transfer them to relevant templates Refer to Chapter 16 to setup a filter The settings that appear in the Create Filter wizard are similar to the options explained in this chapter Launch at Startup By default this option is selected Whenever you launch eMail Lead Grabber the Setup Wizard is launched Clear this che
33. To create a new group click next to the option In the Round Robin Process window that appears setup the following options eMail Lead Grabber Round Robin Process td Template Group Groups Marketing Database Avadable Templates Templates in Group Teerplatels Available Templates in Group GM6 Sampie GM6_Sample GM Sample GM7 Sample GM Sarple GM Sarple Figure 73 Round Robin Processing Select the name of the group from Groups list e To create a new group click New on the Template Group menu e Enter a name for the group Under Available Templates Select the Templates to be added to the group and click gt The added Templates are displayed under Templates in Group To remove a Template from this list select the Template and click Si Page 76 Setup Filter To add all the Templates to the group click Add All Toremoveallthe Templates from the group click Remove All e To save the group click Save or Save As on the Template Group menu e To delete a group select the group name from the list and click Delete on the Template Group menu Click Close on the Template Group menu In the above example the first message is processed through GM6 Sample the second message through GM7 Sample and the third message is processed through GM Sample The fourth message is again processed through GM6 Sample and the cycle is repeated Now the created groups are available in the drop down list next to the Round Robi
34. a form data that appears prior to the data while transferring to particular field For example if the form data contains a value 1000 and you want to transfer only the value 1000 excluding the character then enter in this box Field end before This option is similar to the previous one Enter the character that you want to exclude from a form data that appears after the data while transferring to particular field For example if the form data contains a value 1000 and you want to transfer only the value 1000 excluding the character then enter in this box Page 66 Customize TemplateMaker You can mark a value for a particular database field so that the email message is processed only when the field contains specific value For example you can process the message only if the field Company contains the value eGrabber Under Mark Form identifier select the Field value checkbox to enter the value eGrabber in the text box Refer to Mark Form Identifier section for marking a text from any part of the email message Click OK to save the settings 15 4 3 Format Click the Format tab to format the data being transferred You can setup to transfer the data in specific format First Name Properties Size Type Format Values LookUp Field Change case Tile Case E Prefix field with Sufix feld wh Const vaue r Baii or te Aay Heo Figure 64 Properties Format Change cas
35. and Last Modified display the created and last modified dates of the existing record Compare the values and select the status as ACCEPT or REJECT to accept or reject the new values Select Reject All to reject all the changes Under Mode of Transfer To update the existing record select Update e To add the incoming values as a new record select Add as New Click Transfer to transfer the record as per the settings you have made LH You can click the navigation buttons or to browse the records that contain duplicate values These buttons are enabled only when the database contains more than one duplicate record Click Cancel to skip the transfer After selecting appropriate mode to check for duplicates click Next 10 12 Schedule Activitv The next step is to schedule activities for the transferred contact records Template Creation Wizard Untitled Attach Activities Select the activities to be attached while updating Database gt Schedule activities while transfemng to GokiMine Reference Type Date Time New Delete GREEN REESEN Figure 36 Attach Activities to GoldMine Page 37 Create Template in Wizard Mode Click New and select an activitv to be scheduled from the menu ja Call Next Action Appointment Literature Request u Forecasted Sale ia Other Action a Event u To do Setup to Schedule Call Next Action Appointment Other Action Event The process is similar for the followi
36. anges made to the current fiter Save Fiter Save Fiter z Close Help Figure 69 Setup Filter Enter a name for the Filter Select the Manual checkbox to process the messages manually Select the Automatic checkbox to process the incoming messages automatically 16 2 Setup Criteria Under Match Filter Setup specify the filter criteria Select the relevant column to be checked in the email message from the Header drop down list The available options are From To Subject Content Account Select the matching condition from the next drop down list The available conditions are Contains Does not Contain Is Is not Starts with Ends with Is in List If you select the option Is in List you need to create a text document that contains list of words to be searched in the email message After selecting the option click next to the box and select the text file that contains the list of words Enter the text to be matched in the next box In the example shown in Figure 69 the messages with the subject line that contains the text ELG are processed through the filter 16 3 Setup Actions Once the messages satisfy the specified condition you need to specify the action to be performed You can transfer the messages that satisfy specific condition to specified templates Under Action click the down arrow to select the action to be performed The following options are available in the drop down list Page 73 Setup Filt
37. ape Communicator 4 047 GoldMine 4 0 5 0 G Outlook 2002 2000 GoldMine 5 5 Outlook 98 97 L wem Messaging 4 0 Zem Express 4 71 4 72 mma Sclected Text Fig Outiook Express 50 55 fej alt eg Figure 19 Add Remove Source Applications To hide an application being displaved in the toolbar Select the application displaved under Selected Sources and click the Remove button The application is now displaved under Available Sources Click OK to save the settings The applications listed under Selected Sources are displaved in the drop down list on the left panel of the toolbar Page 23 Customize Import Toolbar 7 2 Add Remove Destination Application In the Options dialog box click the Destination option to add or remove the templates that are displaved in the Import Toolbar The available templates are displaved in the dialog box To add a template to the toolbar gt Select the template displayed under Available Templates and click the Add button gt The template is now displayed under Selected Templates eMail Lead Grabber Import Toolbar Options Destination Selected Templates GM6 Sample elf a GM7 Sache etf Figure 20 Add Remove Templates To hide a template being displayed in the toolbar gt Select the template displayed under Selected Templates and click the Remove button gt The template is now displayed under Available Templates Click OK to save the settings The templates listed under Selected T
38. ar to the IMAP settings Refer to IMAP for details In the Advanced tab you can make the following settings E mail Settings Ougong Server Advanced Server Poet Numbers Inceenng server POP3 Outgoing server SMTP Server Timeouts Short Emad Compeession Setting v Enable Compression setting for Microsoft Exchange v5 5 server EMail Compression Order ki Use Deag Figure 12 Email settings Advanced Under Server Port Numbers gt Incoming Server The port number of your Incoming Server POP3 is displayed by default gt Outgoing Server The port number of your Outgoing Server SMTP is displayed by default Click Use Defaults to use the default port numbers LH Vou can also change the port numbers Under Server Timeouts specifv the time interval bv moving the slider The time varies from 30 seconds to 6 minutes The time indicates how long to wait for a response from the server Specifv short time if vour server is fast and long time if the server is slow or busv Under Email Compression Setting select the Enable Email Compression Settings checkbox to download email from Microsoft Exchange v5 5 Server Page 12 Setup to download email into eMail Lead Grabber gt Enter the Email Compression Order number to download the complete email from Microsoft Exchange You can increase or decrease the compression order number according to the size of your Microsoft Exchange server The default number is 4 Click
39. ave the email contents as a text file and attach to the transferred contact record Auto distribute Email You can distribute the email to your sales team members using Round Robin Forwarding for effective follow up Search for Keywords You can search for any keyword related to your business activity in the transferred email form The search results can be saved in the specified fields of your database Handle Bounce email When an email is bounced you can mark the bounced email ID in your database This enables you to avoid future correspondence with the invalid email ID Page 2 Supported Applications Supported Applications eMail Lead Grabber GMSQL 2008 supports the following applications GoldMine 8 x 7 5 x 7 x 6 x 5 x GoldMine 8 x 7 x Web Import You can download the email forms from the following email clients Microsoft Outlook 2007 2003 2002 2000 Outlook Express 5 5 5 0 4 72 4 71 GoldMine Email Center Windows Messaging 4 0 Netscape Communicator 4 7 4 5 4 04 AOL and Other email clients 5 gt gt a o 1 eMail Lead Grabber Setup Wizard After installation the Setup Wizard appears that guides through the setup process of eMail Lead Grabber The Setup Wizard consists of three steps eMail Lead Grabber Setup Wizard Quick Setup Wizard Click each button and follow wizard prompts to complete the thees step configuration process Step 1 Setup emad accounts in eMal Lead Grabber
40. ckbox to disable the wizard being displayed You can access this wizard from the File gt Quick Setup Wizard menu LH Vou can also Cancel this wizard and setup the options manuallv For best results you can complete the above steps sequentially Once you finish the wizard steps eMail Lead Grabber automatically downloads the email forms from your default email client filters appropriate messages and transfers the contact details to selected destination application 2 eMail Lead Grabber Components eMail Lead Grabber contains three major components eMail Lead Grabber GMSQL Once you install and launch eMail Lead Grabber this window is displayed This window appears similar to an email client and contains mailboxes like Inbox Outbox and Trash You can download your email messages into the Inbox available in eMail Lead Grabber You can also check for mail send reply to and forward email as you do with an email client Page 2 Setup to download email into eMail Lead Grabber eMail Lead Grabber GMSOL Menu Bar de Edt View Message Folders Tools Help Toolbar emak lead Grabber GMSQL g Subject amp Inbox ELG Test 3 Mar 2006122313 Message List Qutbo Mailbox oss e ELG Test 3Mat 2006 122330 Piter l helene grave Com LG Te Mat 2006 1223 MD Form Processing Center T lat D GM6 Sample emplates D GM Sample From joh megraw com To isuppoit egrabber com Gi GMs sample Subject ELG Test Below is the result of yo
41. containing enforcement technology require license key registration as further set forth during installation and in the Documentation 15 HOSTING You may install the software on ONLY ONE PC at any given point of time and you may not permit or enable other individuals to use the software over a public access network of any kind including but not limited to internet intranet bulletin boards phone or mobile unless you receive specific written consent to do so from THE COMPANY 16 RESTRICTIONS ON USE You may not sell information captured using this software or reproduce display publicly perform distribute or otherwise use the captured information in any way for any public or commercial purpose The use of the captured data on any other web site or in a networked computer environment for any purpose is prohibited This license explicitly prohibits captured data from being placed on a server for access to others outside the company This License explicitly prohibits re broadcasting or sale of the captured data in any form This license is not for use by service providers to provide data extraction services to multiple clients using the same license key The captured data should be for company s internal use only This License permits the use of the software only by the end user to extract data by their company or one end client for the purpose of using the extracted data by the company 17 PIRATING OF DATA IS PROHIBITED Some third party web si
42. ct this option Type your message text and save the Stationery Click Save or Save As and enter a file name to save the Stationery The Stationery files are saved with the extension sta Page 78 Setup Filter eMail Lead Grabber GMSOL Thanks sta Save Save As Attach To From Feedback lt support egrabber com gt Subject Thank You v Include Incoming e mad wide responding Use Incoming subject whde responding Dear Customer Thanks for downloading our Product For further queries if any please write to support egrabber com Regards Support Team Figure 76 Sample Message to be sent as Auto Response Click Attach to browse and select a document that can be attached to the sent messages For example you send your company s brochure as attachment along with all the responses If you want to send an email message to an individual immediately enter all the details and click File gt Send Once you save the Stationery file the filename appears in the Stationery dialog box To modify the details of a Stationery select the appropriate filename and click Edit To delete a Stationery select the filename and click Remove After creating required Stationery files you can attach them to the Reply With action in appropriate filters Whenever a message is processed by the corresponding filter an auto response is sent to the sender of the email message by using the selected Stationery Refer to the Filters Reply With sectio
43. d because the email ID is invalid then you need to delete the invalid email ID from your contact manager to avoid future correspondence You can create an Email Bounce Template and transfer the bounced email using this template This template automatically identifies and deletes the invalid email ID from your contact manager To create a Bounce Template click File gt New in TemplateMaker In the Create New Template dialog box select the Template Type as Email Bounce and select your destination from the Contact Manager list Refer to Figure 52 13 1 Bounce Email Settings The Link Options dialog box appears according to the selected destination After you login to the database and enter other settings the Bounce Mail Option dialog box appears as shown in Figure 55 Page 55 Bounce Template Bounce E mail update settings Bounce Mail Option Select the Option for bounce mad Find matching contact based on E mail address MW Delete E mal addeess of matching contact IV Paste status in Notes b Paste status in Histoey Update field Uses 1 v with reason Invabd Emad Figure 55 Bounce Email Settings In this dialog box enter the following details Delete E mail address of the matching contact Select this checkbox to remove the invalid email ID from your database u Paste status in Notes Select this checkbox so that the changes are saved in the Notes section for future reference Paste status in History Select t
44. d mode 11 Create Template in Advanced Mode Launch the TemplateMaker by any one of the following methods gt Select any email that contains all the form tags right click and select Create Template in Advanced Mode The Create New Template dialog box is displayed Refer Figure 50 OR gt Right Click the Form Processing Center and select Create Template Advanced Mode OR gt Click File gt Show TemplateMaker The TemplateMaker window is opened In this window click File gt New to create a template Page 51 Create Template in Advanced Mode Untitled TemplateMaker Figure 49 Create Template from TemplateMaker The Create New Template dialog box is displayed Create New Template Template Option Template Type Ema Extract MI Contact Manager Settings Select Contact Manager Goidmine 6 776 6 6 5 6 0 BCM CE D Figure 50 Create Template From the Select Contact Manager list select your destination application and click OK You need to setup the link options The settings are similar to the options explained in Chapter 10 to create a template in wizard mode The setup options vary according to the selected destination Refer to the section for creating templates for your destination in Chapter 10 The difference between creating templates in wizard and advanced mode is mapping the fields You need to map the form tags as anchor text and the form data as database fields manually
45. damages so the above limitations and exclusions may not apply to you This warranty gives you specific legal rights and you may also have other tights which may vary from state to state 19a LIMITATION ON SUIT You agtee that any suit or other legal action or any arbitration relating in any way to this Agreement or to the software MUST be officially filed or officially commenced no later than ONE 1 YEAR after the software is received by you 19b LIMITATION OF LIABILITY INNO EVENT WILL THE COMPANY OR ITS SUPPLIERS BE LIABLE TO YOU FOR ANY DAMAGES CLAIMS OR COSTS WHATSOEVER OR ANY CONSEQUENTIAL INDIRECT INCIDENTAL DAMAGES OR ANY LOST PROFITS OR LOST SAVINGS EVEN IF A COMPANY REPRESENTATIVE HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH LOSS DAMAGES CLAIMS OR COSTS OR FOR ANY CLAIM BY ANY THIRD PARTY THE FOREGOING LIMITATIONS AND EXCLUSIONS APPLY TO THE EXTENT PERMITTED BY APPLICABLE LAW IN YOUR JURISDICTION THE COMPANY S AGGREGATE LIABILITY AND THAT OF ITS SUPPLIERS UNDER OR IN CONNECTION WITH THIS AGREEMENT SHALL BE LIMITED TO THE AMOUNT PAID FOR THE SOFTWARE 20 GOVERNING LAW AND FORUM All disputes arising out of under or related to this Agreement will be brought exclusively in the state or federal courts located in Santa Clara County California USA Page 85 License Agreement 21 COMPLETE AGREEMENT This Agreement is the complete software license agreement between you and THE COMPANY and supersedes all prior negotiatio
46. e From the drop down list select the format in which the field value is to be transferred Assume that the value for Companv is eGrabber Inc The text is formatted as shown in the table Case Output None eGrabber Inc Value is not formatted Upper Case EGRABBER ING Lower Case egrabber inc beren Case Egrabber inc Title Case Egrabber Inc The value is transferred in the selected format to the database field Prefix field with Enter a text that is added before the transferred data For example you can add salutation like Mr Ms Dr to a name as prefix The name is transferred with the added salutation Suffix field with Enter a text that is added after the transferred data For example you can add the currency symbol after a number being transferred Page 67 Customize TemplateMaker Const value Vou can setup a constant value for a specific field This value is automaticallv saved in the specified field independent of the data contained in the email form Select this checkbox and enter the constant value in the box Default value Vou can setup a default value for a specific field When the email form is not containing anv data for this field then the default value is saved in this field Click OK to save the settings 15 4 4 Values In the Values tab vou can replace a value with relevant data For example if the form data contains the value for State as CA then you can replace the text with Cal
47. e selected template Refer to Chapter 12 for more details on Mail Merge Template After selecting the relevant template click Next 10 18 Assign Pre defined Values The next step is to assign default values to specific fields Page 49 Create Template in Wizard Mode Template Creation Wizard Untitled Set Pre Defined Values Set Pre Defined values fot a specified Field in your Contact Manager tee Field To Website Feedback Form Figure 47 Assign default values Click to select the field and enter the value in Pre Defined Values Click Add to add the values Now whenever you transfer contact information from an email form the default value is saved in the selected field For example you can assign the value Website Feedback Form to the field Account in the database Click Edit to modify the default value and Delete to remove the value After adding appropriate values click Next 10 19 Save the Template The next step is to save the template Page 50 Create Template in Advanced Mode Template Creation Wizard Untitled Save Template Add comments and save the template Comment Template Created to map the Feedback Forms Figure 48 Save the template Enter any additional information as Comment and click Finish to save the template The template you have created appears under the Form Processing Center in the eMail Lead Grabber Window You can also use the TemplateMaker to create the templates in advance
48. eMail Lead Grabber GMSQL 2008 User Guide Copvtight and Trademark Information in this documentation is subject to change without notice The software described in this manual is furnished under a license agreement In no event will eGrabber A ProdEx Technologies Company be liable for any damages resulting from any defects or from the use of information contained herein No part of this manual or the software may be reproduced translated or transmitted in any form or by any means electronic or mechanical including photocopying or recording for any purpose without the prior written permission of eGrabber A ProdEx Technologies Company You may make one backup copy of the program for your own use The copyright laws that pertain to computer software protect the program It is illegal to make copies of the disks without written permission from eGrabber A ProdEx Technologies Company In particular it is illegal to give a copy of the program or your spare set of disks to another person Copyright 1999 2009 eGrabber A ProdEx Technologies Company All rights reserved eMail Lead Grabber GMSQL is a trademark of eGrabber A ProdEx Technologies Company Other products mentioned in this manual are trademarks of their respective holders eGrabber A ProdEx Technologies Company 1340 S De Anza Blvd Suite 106 San Jose CA 95129 Tel 408 872 3103 Fax 408 861 9601 Contents Se SE EE 1 What IS 01 the OD ITE 1 ONVENtION
49. ect one of the following options and click Next Compact Mailbox To compact the mailboxes that exceed the size limit The mailboxes that exceed 45 MB size appear in red color in the next dialog box and require compaction These mailboxes are selected bv default for compaction Backup Mailbox To have a backup copv of the mailboxes Repair Mailbox To find and fix the errors Clean Backup Mailbox To clear the messages in the selected mailbox and copv a backup of the mailbox In the next dialog box the mailboxes available in eMail Lead Grabber are displaved Select the mailboxes to be processed bv selecting the check box that appears prior to the Mailbox Click the appropriate option Since eMail Lead Grabber needs to be closed during the compaction backup process a message appears prompting vou to close eMail Lead Grabber Click Abort to stop the compaction process Click Finish Once the compaction backup is completed eMail Lead Grabber is launched automaticallv Page 80 Automatic Processing of email Migrate Mailbox Vou can use this option to import mailbox with ebx extension into eMail Lead Grabber from a different email application Select Migrate MailBox and click Next Click Browse and select the mailbox to be imported into eMail Lead Grabber Since eMail Lead Grabber needs to be closed during the migration process a message appears prompting vou to close eMail Lead Grabber Click Finish Migrate Template
50. ed to an email message to eGrabber support Our support team would contact vou to solve the problem About TPLMaker Displavs information like version number copvright and license details 14 2 TemplateMaker Toolbar The TemplateMaker Toolbar contains the following commands Option Function D Create a new template Open an existing template Save a template Removes the selected text and places it in the Clipboard c O amp Copies the selected text to the Clipboard d Inserts the contents of Clipboard Insert database fields Select Anchor text to enable this command You can modify the properties of the selected Anchor text Select the Field text to enable this command You can modify dn the properties of the selected database field K Insert Anchor text Extract additional information from the email text and save a them in the user fields The email text can be saved to the Notes tab Launch Help Page 62 Customize TemplateMaker LH The options available in the Menu bar and the Toolbar can also be accessed when vou right click the template TemplateMaker Status Bar The TemplateMaker Status bar displavs the following details Name of the destination application Database Name or File Name to which the email data is to be transferred 15 Customize TemplateMaker Vou can customize the TemplateMaker settings to extract additional information from the email message to
51. elected message Forward Forward selected message Delete Delete selected messages Import Messages Import messages from the default email client Folders Menu Inbox Displays the Inbox Outbox Displays the Outbox Trash Displays the Trash User Folders Select the sub folders and mailboxes within folders if available Form Processing Center Displays all the templates Click the template name to view the messages processed using the same Page 17 Working with eMail Lead Grabber Tools Menu p Filters Create a new filter or edit an exiting filter Accounts Create a new email account in eMail Lead Grabber User Setup Setup login restrictions to eMail Lead Grabber Enter a user name and password to login to eMail Lead Grabber Stationerv Create Edit or Delete Stationerv Register Unregister Add or remove templates from the Form Processing Center Template Backup Compact Launch Dr Mailbox to maintain vour mailboxes Options View the Options dialog box to provide mail settings for all vour email accounts Help Menu pe Help Topics Launches the Help eGrabber on the Web Access Live Update Online User Guide and FAQs from eGrabber website Demo Launches demo on the product Register Unregister Product Register or unregister eMail Lead Grabber About eMail Lead Grabber Displays eMail Lead Grabber version and copyright information Page 18 Working with eMail Lead Grabber eMail Lead Grabber Toolbar The eMail Lead
52. emplate in Wizard Mode Template Creation Wizard Untitled Attach Source Set the fle naming convention for saving emad source a test file Set Web Response Grabber to save the ema content being processed as Text file and attach it to the contact record M Enable Select a Folder lt E Vo am Files eGrabber Web Response Grabber Busin d Fie Name Settings FieName Prefic Cust Fie lame Fast Name 5 Fie ame Suffix Ordes Figure 44 Save the email contents Select the Enable checkbox to make use of the options Click next to Select a Folder to browse and select the folder to save the text file FileName Prefix Enter a text to appear before the file name Example Cust FileName Click to select a database field that is saved as the file name Example FirstName FileName Suffix Enter a text to appear after the file name Example Order Is the first name is William then the file is saved as Cust William Order txt If filename is not specified then the attachment is saved as untitled in the specified folder When you transfer multiple form email the attachment name gets incremented and is saved as Cust Wiliam Order1 Det Cust Wiliam Order2 txt and so on The maximum length of a filename can be 50 characters If the filename exceeds this limit then it is automatically truncated to the first 50 characters After selecting relevant options click Next 10 16 Keyword Search
53. emplates are displayed in the drop down list on the right panel of the toolbar 7 3 Miscellaneous Setup In the Options dialog box click Miscellaneous to setup other options In the Miscellaneous dialog box you can setup the following options Show Transfer Window Select this check box to display a transfer window The transfer window appears whenever you process email messages this window displays the status and number of messages processed Page 24 Download email using Import Toolbar eMail Lead Grabber Import Toolbar Options Miscellaneous v Show Transfer Window Left mouse click on Tray icon should Toggle Toolbar between Show and Minimize Capture using last set source and destination Figure 21 Import Toolbar Miscellaneous Setup Under Left mouse click on Tray icon should e Toggle Toolbar between Show and Minimize Select this option so that when you click on the Tray Icon the Import Toolbar is shown or minimized e Capture using last set source and destination Select this option so that when you click the Tray Icon the email messages are transferred with the last settings selected in the Import Toolbar Click OK to save the settings 8 Download email using Import Toolbar Select your email client from the Source list of the Import Toolbar If your email client is not available in the list select your message manually and select the option Selected Text in the toolbar You can also transfer informat
54. er Transfer To Select this option to transfer the message to selected templates Click to open the Choose template for filter dialog box Choose template for filter Double click on template name to add Available Templates Template choosen for the fites jib eMalLead Grabber GMSOL Form Processing Center GM Sampla MD Form Processing Center Form Processing Center GM8 Sample GM6 Sample GM7_Sample GM8_Sample Figure 70 Select templates In the dialog box the templates are displayed under Available Templates Select the relevant template and click Add Now the template is displayed under Template choosen for the filter To remove a template select the chosen template and click Remove Click OK to save the settings Reply with Select this option to send an automatic response to the processed email message You need to create Stationery for sending the auto response Select the Stationery file from the drop down list Whenever the filter processes a message a response is sent to the sender of the message as per the settings you have made in the Stationery file Refer to 16 4 Create Stationery section for more details Size Limitations You can setup to limit the size of the email message to be processed You need to specify the maximum size limit For example if you specify the size as 1000 KB then messages exceeding the size 1000 KB are not processed by the filter Date Range You can use the Date Range option so t
55. ersonality Settings Personality Name Enter a name for the email messages to be downloaded This name is provided to differentiate specific type of messages when you receive different type of email forms For Example you can provide the personality name as Feedback Forms to download the email forms that contain feedbacks Import Mailbox Click the button to select the mailbox from which you want to download the email forms Export Mailbox Click the button to select the mailbox to which you want to save the processed email forms After downloading email from GoldMine the email forms are moved to the Export Mailbox You can create a new folder to save the processed email forms Poll Personality Select this option to download the email from GoldMine to eMail Lead Grabber Inbox automatically Click OK 3 2 Setup to download using IMAP Server To download the email using IMAP server Click Add gt IMAP in the Account Setup dialog box In the POP3 Personality Settings dialog box enter the following details Page 5 Setup to download email into eMail Lead Grabber IMAP Personalitv Setting Personality Name Feedback Incoming Mal Server imap egrabber com User Name Wiliam Stevenson User Passweed UE Poling Mailbox FeedbackF ons Retum Address willam BZegrabber com Dutgoing SMTP Server smip agrabber com v Poll Personality Mote Settings Figure 5 Personality Settings IMAP Personality Name Enter a name
56. ferred to your database You can view the newly scheduled activity in the Pending tab of the transferred contact Users tab In the Users tab you can assign the scheduled activity to the selected users or user groups Schedule a Call l xl Detal Users Primary User User List DE CEST rs ects uter Figure 38 Schedule a Call in GoldMine Users tab Primary User Select the primary user from the list e User List Displays the list of all the users To select a user double click the user name The user name is moved to the list under the selected distribution list User Group List Displays all the user groups e Click Schedule to assign the scheduled activity to the selected users Setup to Schedule Forecasted Sale A forecasted sale is an estimate to record the anticipated close date of a pending sale with a contact This is different from other activities Vou can enter the sale amount probabilitv of the sales etc in this activitv In the Schedule a Forecasted Sale dialog box vou can setup the following options Page 40 Create Template in Wizard Mode xi Details FR Contact Product Code User Figure 39 Schedule Forecasted Sale in GoldMine Contact While transferring name of the contact being transferred is automatically displayed here Opportunity Project This option is currently not available Product Enter the name of the product or service that the prospect is expected to p
57. hat messages that contain dates within the specified range alone are processed Enter the From and To dates to specify the date range Round Robin Forwarding You can use this option to distribute the email messages to your team members in a repetitive cycle Page 74 Setup Filter This enables vou to distribute work among vour team members effectivelv For example assume that the marketing team consists of three members with email IDs as follows wiiliamQ egrabber com richardMegrabber com markOegrabber com Now Round Robin Forwarding can be setup so that William received the first email Richard receives the second Mark the third and William again receives the fourth email This cvcle is repeated In the Filter Action select Round Robin Forwarding from the list In the next box click to open the Round Robin Forward dialog box Click New to create a new set of email ID list Enter the email IDs one below the other and click Save Enter a name for the group of email IDs and click OK Now the dialog box appears as shown in Figure 71 eMail Lead Grabber Round Robin Forward Mareng Willam egrabber com nchad egabber com matk egibber com Figure 71 Round Robin Forwarding e Click New to create another group Click Save As to save the group with a different name e Click Delete to remove the group e Click Close Now the created groups are available in the drop down list next to the Round Robin Forwarding Action
58. he section Setup Field Properties 15 6 Protect Template Vou can protect vour template being edited bv other users bv assigning a password Click Tools gt Set Change Password Inthe Add Password dialog box enter the password in New Password e Re enter the password in Verify Password for confirmation and click OK Save the changes to the template and close the template Now if you try to open the template you are prompted to enter the password To change the password click Tools gt Set Change Password Inthe Change Password dialog box enter the password in New Password Re enter the password in Verify Password for confirmation and click OK LH Password is case sensitive Ensure that vou provide the exact password text 16 Setup Filter Vou can setup a filter that can check the email form for certain criteria The messages that satisfv the specified criteria alone are processed and transferred to destination Vou can also send an automatic response to everv message that is processed bv a filter 16 1 Create Filter To create a filter Click the Filter Icon in the toolbar OR Click Tools gt Filters In the Filter Setup dialog box that appears click New to create a new filter Page 72 Setup Filter Filter Setup v Manual Mad Fiter Setup Match Header Subject Header None Reply With N Size Umkations Date Range Round Robin Forwarding Round Robin Processing Ship Rest to save the ch
59. his checkbox so that the changes are saved in the History section for future reference This option is not available for Outlook e Inthe Update Field drop down list select the database field where you can save the reason for deleting the email ID Enter the reason in the With Reason field For example save the reason as Invalid Email ID in the User 1 Click Next Page 56 Bounce Template 13 2 Exclude Email List In the Next dialog box you can enter the Email Ids that can be excluded from the list of bounced email Save Template Option E mail Exclude List Erter the emal addresses to Exclude for bounce emad detection to improve the accuracy of detecting bounce emal address Enter e ma addeesses to be excluded from detection ex maiinglist ccenpany com mlo egrabber coen admin egr abber com Figure 56 Email Exclude List The email IDs entered in this list are not deleted from the database even if thev are bounced Click Next and the Save Template dialog box is displaved Page 57 Working with TemplateMaker Save Template Option Save Template Save the Template and add pour comments Comment Template to handle bounced emad Last Modified Date Created Date e Save ar new template Template Name Bounce Figure 57 Save the Bounce Template Enter your comments and a name for the template and click Finish to save the template Now this Bounce Template appears under the Form Processi
60. ifornia First Name Properties Size Type Fomat Values LookUp Field Possible Value R with CA California Figure 65 Properties Values In the text boxes that appear before the Add button enter the value that appears in the email form and the value to be replaced Click Add to include the values You can add any number of data by repeating the steps To edit the values select the text and click Edit To remove the values select the text and click Del 15 4 5 Lookup You can search for a particular value for a field and save a related value to another field For example for the name field containing value William you can add the value Sales to the field Department First Name Properties Size Type Foemat Values LookUp Field Figure 66 Properties LookUp Enter the value of the field to be looked up in the first box click to select the field for which the value is to be added and enter the value to be added in the last box Page 68 Customize TemplateMaker Click Add to include the data entered To edit the values select the text and click Edit To remove the values select the text and click Del 15 4 6 Field In the Field tab vou can save the values from a form tag into an additional field First Namev Properties Size Type Foemat Values LookUp Field Field naene Fest Name A emate field User 1 E Database Field Relationship Si Cancel Apy
61. il Lead Grabber Cross reference Cross references are provided as hyperlinks for easy navigation LH Note Important or supplemental information v Tip Suggestions that are supportive A Warning A caution message Key Features gt Automatic data entry Transfers contact details from different web forms into your database application automatically Works with existing Forms eMail Lead Grabber is independent of scripts used in your web site and works with your existing web forms Works with existing Email setup eMail Lead Grabber can download email from your existing Email client You can also send email using eMail Lead Grabber Checks for duplicates eMail Lead Grabber can check for duplicate records while transferring into your contact manager Schedule Activities You can schedule activities automatically for the transferred contact Imports email from different sources Using the Import Toolbar component you can import email from popular email clients server Windows Explorer into different applications Exports data as CSV files Export the form details to text files in tab separated or comma separated formats This can be imported into any application that supports these formats Send Automatic response You can send customized auto responses to a contact By merging values in the email with a pre defined message you can customize this auto response Save Email Content You can s
62. ion from documents available in a folder bys selecting the option Windows Explorer Select the option Inbox in the Destination list to transfer the messages to the eMail Lead Grabber Inbox To transfer the messages directly to your destination select the relevant template Now click the Go button in the toolbar The selected messages are transferred according to the selected settings ech can create a new template bv selecting the option Create Template from the destination list After downloading the email messages to eMail Lead Grabber Inbox vou need to create templates for transferring the information into vour destination Page 25 TemplateMaker 9 TemplateMaker Vour email form contains two major components Form Tags and the form data gt Form tags are the fields available in your email form gt Form data is the value filled in by the visitor gt You need to map the form tags with the database fields While transferring the form data is transferred into the mapped fields in the selected application The mapping of fields varies according to the selected destination From johrkEmegraw coenl To isuppodGegrabber com Subject ELG Test Below is the result of vour form It was submitted by john megraw com Form Data last Mathew orm Tag email john megraw com company The McGraw Hill Companies Inc Figure 22 Example for an Email Form You can create the templates in two methods 1 Wiza
63. is transferred In the Validate Duplicates dialog box the existing field values and the new incoming values are displayed in a tabular format All the contacts with the duplicate values are displayed You can browse between the contacts and choose to either update the existing contact or add the duplicate as a new contact Validate Duplicates Compare existing record and incoming emad held values ROBERT P DAY ROBERT P Clearwater Excavating Service Manage 1400 AZALEA RD APT 34E Houston TX 70022 244 999 6565 244 900 5656 hittp Adennen Clearwater com ROBERT Bsol com Creation Date 10 23 2007 Mode ol Transfer Update Add ar New Field Value in EMa New ROBERT P DAY ROBERT P Clearwater Excavating Service Manager 1400 AZALEA RD APT 34E Houston TX 70022 244 999 6565 244 900 5656 Accept hip Awww Cleansatert com Accept ROBERT Gaol com Accept Accept Accept Ammmmi Last Modified 10 23 2007 Figure 35 Validate Duplicates Page 36 Create Template in Wizard Mode The following details are displaved in the dialog box Field Name Existing Field Value Field Value in E mail New Select Displays all the fields available in Displays the existing values Displays the new incoming values Click to toggle the database of your destination available in your database available in the Email Form between ACCEPT or application REJECT By default ACCEPT is displayed The Creation Date
64. ist of available GoldMine users click on the arrow to the right of the field Only those users available in your database are displayed here RSVP Select this option to notify when the assigned user completes the scheduled activity Link Select this option to attach the activity to the contact record Private Select this option to make your activity private Now the activity is available only to the selected user Page 43 Create Template in Wizard Mode LH After transfer other users can view information about the activitv tvpe date and user in the Pending tab of the contact records The Reference column indicates that the user designated to the activitv is private In the Calendar other users can view the activitv but cannot view the other details Click Schedule to create the activitv After transfer activities are automaticallv scheduled for the contacts transferred to vour database Vou can view the newlv scheduled activitv in Pending tab of the transferred contact The created activities are displaved under Schedule activities while transferring to GoldMine To Edit Activitv Select the Activity displayed and click Edit Make the required changes in the Activity Settings and click OK To Delete Activity e Select the Activity displayed and click Delete e Click OK After creating required activities click Next 10 13 User Settings while updating GoldMine In the next step you can setup the options whi
65. k Express Vocal Folders Feedback Processed Mailbox Outlook Express Local Folders Processed Return Address wilkam egrabber com SMTP Server smip egrabber com Poll Personality iv Figure 10 Personality Settings Outlook Express Personality Name Enter a name for the email messages to be downloaded Polling Mailbox Click the button to select the mailbox from which you want to download the email forms Page 10 Setup to download email into eMail Lead Grabber Processed Mailbox Click the button to select the mailbox to which you want to save the processed email forms e Return Address Enter your email address SMTP Server Enter your outgoing mail server name e Poll Personality Select this option to download the email from Outlook Express to eMail Lead Grabber Inbox automatically Click OK 9 When you download email from Outlook Express or Outlook the email messages are deleted from the selected folder So it is recommended not to use your Inbox as the Polling mailbox Create a separate folder in your email client to save the email leads You can set a filter to automatically move the email leads to the specific folder or drag and drop the email leads from your Inbox to the folder You can use this folder as the Polling Mailbox 3 5 Setup to download using POP3 Server To download the email using POP3 server Click Add gt POP3 in the Account Setup dialog box In the POP3 Personality Se
66. ld match the result is saved in the selected field if one of the searched keywords is available in the email message All keywords should Match The result is saved in the selected field only if all the searched keywords are available in the email message Under Store Results of select the database fields to save the following search results Number of Occurrences Click and select the field to save the number of times the keyword occurs in the email Number of Keywords Click and select the field to save the total number of searched keywords Keywords Click and select the field to save the searched keywords Page 48 Create Template in Wizard Mode After selecting the relevant options click Next 10 17 Select Mail Merge Template The next step is to attach a Mail Merge Template to the created template Template Creation Wizard Untitled Send Mail Merge E mail Select the mad merge template for sending mad merge emal You can send Mad Merge auto responses Emal using the values coming in the emal Select the Mad Merge Template to be used for sending auto response emal Note You can create a Mad Merge Template using Template Maker Select Mad Merge Template E Program Fies eGrabber eMal Lead Grabber GMSQL 2008 Merge et B jShow Tenpise Ges Figure 46 Select Mail Merge Template e Click to browse and select a mail merge template e Click Show Template to view the selected template e Click Clear to remove th
67. le updating existing records as follows Do not Update User Fields if incoming data is empty Select this option so that the data in GoldMine User Field is not modified when e You have selected to update an existing record e Existing record contains data in the user fields Incoming matching record does not contain user field data GoldMine performance setting Set an optimum level for GoldMine driver s performance You can select any value between 1 and 15 Page 44 Create Template in Wizard Mode Delimiter for fields mapped to Notes section If you have mapped more than one form tag to the Notes section you can separate the data by a TAB a Line or anv custom character Template Creation Wizard Untitled Attach Activities Select the activities to be attached while updating Database User Settings kW Do not Update User Fields incoming date is empty GoldMine Driver performance settings 10 4 Dekmiter for fields mapped to Notes section e Ta F New Line Custom Filing History Options Ze WiteToHistoy File in History Figure 42 User Settings for GoldMine Under Filing History Options select the method to save data in the History tab of your GoldMine database e Write to History Select this option to save an entry in the History tab File in History Select this option to file the email message in the GoldMine Email Center Select Enable Phone formatting to save the phone numbers in standard US format
68. media and printed materials upgrades this license agreement AND the recipient agrees to the terms of this license agreement 6 TERMINATION The License is effective until terminated The License will terminate automatically without notice from THE COMPANY if you fail to comply with any provision of this license Upon termination you must destroy the accompanying written materials and all copies of software 7 DISCLAIMER OF WARRANTY THE COMPANY does not warrant that functions contained in the software will meet your requirements or will operate in combinations which may be selected for use by you or that the operation of the software will be uninterrupted or error free or that any defects that may exist in the Software will be corrected Errors may exist in the software 8 REVERSE ENGINEERING You may not yourself or through a third party reverse engineer decompile ot disassemble the software except and only to the extent such activity is expressly permitted by applicable laws notwithstanding this limitation Page 83 License Agreement 9 PARTIAL USE This software may not be used in whole or in part to enhance create or otherwise assist in the development of a similar competitive product without express written consent from THE COMPANY 10 UPGRADE If this software is issued as an upgrade you must be properly licensed to use the product identified by THE COMPANY as being eligible for the upgrade Following the upgrade y
69. mmary User Fiekis kd Notes GM Account em6 7 6 6 6 5 6 Common Contact Set Emal Extract Template INS Figure 51 Map Fields After mapping all the tags and fields click Files Save to save the template Enter a name for vour template and click OK Close the Template Maker and vou can find the name of the template being displaved under the Form Processing Center in the eMail Lead Grabber window Next you can setup a Filter to transfer the messages to relevant templates Page 53 Mail Merge Template 12 Mail Merge Template You can create a template to send automatic reply to the email messages processed by your templates This automatic reply can be customized for every prospect by using the concept of mail merge To create a mail merge template click File gt New in TemplateMaker In the Create New Template dialog box select the Template Type as Email Merge and select your destination from the Contact Manager list Create New Template Figure 52 Select Template Type According to the selected destination the Link Options dialog box appears and you need to fill in the details These options are discussed under the Create Template in Wizard Mode section Refer Chapter 10 for details on the Link Options After you complete the Link Options a blank template appears and you need to enter the pre defined message in this window Click Insert Field Icon to insert the fields from your database in appropriate places as sh
70. n Processing Action Acton Transfer To s lt Templates gt Form Processing Cente Round Robin Forwarding w Marketing v Round Robin Processing v Marketing Database v None v Figure 74 Round Robin Processing selected in Filter Action Select the required group and save the filter Now whenever a message is processed by the filter the contact details are saved in corresponding database for effective follow up Skip Rest When you have setup multiple filters an email message is processed through all the filters one by one If you want to stop processing a message that satisfies a condition through all the filters you can select this option For example assume that you have the following filters e Filteri Filter2 Filter3 In Filter1 if the subject of an incoming email contains the text WRG Test then the email to transferred the specified template If you want to stop the message being processed through Filter2 and Filter3 then select the option Skip Rest If a message satisfies the specified condition then it is not processed by rest of the filters If the message doest not satisfy the condition then it is processed by the other filters When you use multiple filters the Skip Rest action enables fast processing of email by the relevant filter and avoids unnecessary processing of email by the other filters Repeat the above steps to create more number of filters Page 77 Setup Filter 16 4 Create Stationerv When
71. n alarm to remind you of the scheduled activity Select a time from the list For Example If you select 5 minutes from this list the alarm pops up 5 minutes before the time at which the activity has been scheduled Page 42 Create Template in Wizard Mode RSVP Select this option to notify when the assigned user completes the scheduled activity Special Instructions Enter special instructions required to fulfill the request such as packing or shipping instructions Opportunity Project This option is currently not available Click Schedule to create the activity After transfer activities are automatically scheduled for the contacts transferred to your database You can view the newly scheduled activity in Pending tab of the transferred contact Setup to Schedule To Do list You can schedule activities without specific deadline in a To Do list In the Schedule a To do dialog box you can setup the following options Schedule a To do x Delais il Toda Notes Pete Code User MASTER Figure 41 Schedule To Do in GoldMine To do Enter a brief description for the to do activity Notes Enter any additional text related to the activity Priority Enter a number from 1 9 to setup priority level for the activity Code Enter the Job code or other identifier to categorize the activity User Select the primary user whose calendar will be updated after scheduling the To Do list To display a l
72. n for attaching the Stationery file to a filter and send automatic responses to all the processed messages 16 5 Working with filters To process a message through filters select the message in the eMail Lead Grabber Inbox To process all the messages select all the messages by pressing CTRL A Now right click in the message grid and select the option Process through Filters The messages are processed through all the filters you have created If you have selected the Automatic checkbox while creating a filter then whenever a new message is downloaded into eMail Lead Grabber Inbox the message is automatically processed by the filter Page 79 Maintenance of eMail Lead Grabber 17 Maintenance of eMail Lead Grabber As you receive more number of messages your mailbox may occupv more space in the hard disk and it becomes difficult to manage large number of messages Vou can use Dr Mailbox utilitv to backup the old messages and to compact the mailbox Dr Mailbox is a wizard based utilitv to compact backup repair clean backup and migrate Mailboxes This enables vou to clear the hard disk space and to manage the messages in eMail Lead Grabber Inbox efficientiv Click Tools gt Backup Compact to open the Dr Mailbox utility Dr Mailbox eMail Lead Grabber Please select an Option Migrate Template Migrate Fiter Stationery Migrate Transfer og Figure 77 Dr Mailbox to mainatin the Mailbox In the dialog box sel
73. ne forms and third party websites You need to maintain the leads in a database for efficient follow up In addition you need to immediately respond to the prospects to prevent losing the leads eMail Lead Grabber GMSQL transfers the data available in the email form into your GoldMine database automatically This enables you to eliminate manual data entry to avoid hassle in processing the web forms and to follow up the leads efficiently This guide explains you how to setup eMail Lead Grabber to transfer data from the email forms to your application This is a one time setup and then eMail Lead Grabber starts transferring the email data automatically into your destination application What is on the CD The eMail Lead Grabber GMSQL 2008 CD contains the following Item Description eMail Lead Grabber GMSQL Files required to install eMail Lead Grabber GMSQL Installation files 2008 Quick Start Guide Quick Start Guide provides a short tour about the Software ReadMe Txt Text file that provides technical information Sample Web Form Email Messages To get familiar with the product you can use the sample messages to test the transfer of information Sample Templates You can test the transfer of information using the sample templates Page 1 Kev Features Conventions The following conventions are used in the guide Convention Description Figures Illustrations to understand the features of eMa
74. ng Center Whenever you receive a bounced email drag and drop the email to the Bounce Template This template searched for a matching contact in your database deletes the email ID and saves the changes in the Notes section This avoids any future correspondence with the invalid email ID when you are using merge template for sending messages all the contacts You can also setup a filter that identifies the bounced email and transfers the message to the Bounce Template 14 Working with TemplateMaker The TemplateMaker window contains the following to process the templates Menu bar e Toolbar Status bar You can make use of the above components to create edit or delete the templates You can test a template for proper mapping of fields You can also setup the properties of the Anchor text and the Field mapped by using the Template Maker Refer to Figure 58 that illustrates TemplateMaker with a template created for GoldMine 7 0 Page 58 Working with TemplateMaker GM7 Sample etf TemplateMaker Fie Edt View Insert Process Took Help Desk ours vet Below is the result of your form It vas submitted by dayfaol com first gt Contact company gt Company jobtitle gt Title Address gt Address lt ddress2 gt Address 2 lt City gt City Ready N Common Contact Set Email Extract Template INS Figure 58 TemplaterMaker 14 1 TemplateMaker Menu Bar The
75. ng activities Call R Next action Appointment G Other action R Event When vou select anv of the above activities a Schedule window is displaved The Schedule window consists of Detail and Users tabs and vou can set up the following parameters Detail Tab When scheduling a Call Next Action Appointment Event or Other Action the Schedule window displavs the Detail tab bv default In the Detail tab vou can setup the following options Page 38 Create Template in Wizard Mode xi Detal Users Primary User Contact Code MASTEF Reference Time Sales Team Days 3 Noter Time 11 DI AM rd Regarding Product Demo Duration Mint 130 v Ring Aleem 10 minutes v before activity Options v Private v Link v RSVP v Notily ess 1 Zeg Figure 37 Schedule a Call in GoldMine Detail tab Contact While transferring name of the contact being transferred is automatically displayed here Code Enter the Job code or other identifier to categorize the activitv Reference Enter brief description about the activitv Notes Enter anv additional text related to the activitv Opportunitv Project This option is currentiv not available Primarv User After transfer the GoldMine user name to which activitv is to be scheduled is displaved here The user name is displaved based on the settings in the Users tab Davs Enter the number of davs counting from the present dav to perform the activitv For example if you type 30 days then
76. nload new email into the Inbox New Folder Create a new folder in Email Center New Mailbox Create a new mailbox in Email Center Print Print selected message Quick Setup Wizard Launch the Setup Wizard Show Import Toolbar Launch the eMail Lead Grabber Import Toolbar Show Template Wizard Launch the Template Wizard to create templates Show Template Maker Launches TemplateMaker to create templates Exit Quit eMail Lead Grabber Edit Menu Undo Reverts the last performed action Cut Removes the selected text and places it in the Clipboard Copv Copies the selected text to the Clipboard Paste Inserts the contents of Clipboard Find Opens the Find Message dialog box and enables vou to search for messages Select All Selects all the contents of a message Page 16 Working with eMail Lead Grabber View Menu ps ee Toolbar Show or Hide the eMail Lead Grabber Toolbar Status Bar Show or Hide the Status Bar Report Bar Show or Hide the Report Bar Folder View Show or Hide the folders displaved in the Folders view Task Status Show the Task Status tab displaved in the Report Bar Process Status Show the Process Status tab in the Report Bar Errors Show the Errors tab in the Report Bar Refresh View To update and reflect the changes made to the folders displaved in the current view Message Menu Compose Create a new message Replv Reply to the sender of the selected message Reply All Reply to all in the TO and CC columns of the s
77. ns agreements and understandings concerning its subject matter The interpretation of this Agreement may not be explained or supplemented by any course of dealing or performance or by usage of trade If you have any questions concerning this Agreement or if you desire to contact THE COMPANY for any reason please contact in writing eGrabber Inc 1340 S De Ana Blvd Suite 106 San Jose CA 95129 USA Page 86 21 Index Index Activity 37 44 Add as New Contact 35 36 Anchor Text 29 AOL 3 Appointment 38 Bounce 2 55 56 58 Bounce Email Settings 55 Cancel if contact exists 36 Comment 51 Contact Manager 30 52 54 55 69 Create Filter 2 72 Create Template 25 26 27 51 52 54 CSV 2 Database Name 63 Delete Activity 44 Detail 31 38 39 Duplicate Check 36 Edit Activity 44 Email Exclude List 57 Email Extract 55 Email Header 34 Email Merge 54 Export 2 5 Extract From Email 63 Features 2 Field Separator 28 Field Value 37 Filter 2 21 53 72 73 78 Form Email 1 Form Tags 26 28 30 Get Values from GoldMine 4 GoldMine 3 4 5 13 22 30 31 32 33 35 36 37 39 40 41 42 43 44 45 46 69 71 History 35 45 56 Ignore 12 IMAP Server 5 Import Toolbar 2 3 15 16 19 22 23 24 25 Key Features 2 Miscellaneous 13 14 24 25 Page 87 Netscape Communicator 3 22 New Password 72 Notes 35 39 41 43
78. nsfer of a duplicate contact a Validate Duplicates dialog box appears to handle the duplicate records Refer to e Select Always update first duplicate to update the existing contact in your application This option updates the first found existing record when more than one duplicate record is found e Select Update if only one contact exists to update the existing contact in your application This option updates the contact when only one duplicate contact is available in your database If more than one duplicate record is found the transfer process is cancelled Page 35 Create Template in Wizard Mode e Select Only Update existing contact to update existing contacts only This option checks for a duplicate record and if no match is found then the transfer process is cancelled The contact is not added as a new record e Select Cancel if contact exists to cancel transferring the duplicate record When you select any of the above options except Always Add as New Contact the fields under Select Fields To Duplicate Check are made available Select a single field or multiple fields to check for duplicate values Bring GoldMine to the forefront after transfer Select this option to display the contact record after the transfer process After making relevant settings click Next Validate Duplicates When you select Warn if contact exists option the Validate Duplicates dialog box is displayed when duplicate contact information
79. ntrv of Form Tags Select this option to manuallv enter the form tags from vour web form XML Form E mail This option is selected bv default if vour form email is in XML format Page 28 Create Template in Wizard Mode Template Creation Wizard Untitled Extract tags from web form e mail Erter Tag and Field Separator d you choose automatic extraction option Form Anchor Extraction Method Extract Form tags automatically Tag and Field Separator T TAB Manual Entry of Form tags XML Form E mail Figure 26 Extarct form tags Select the relevant option and click Next 10 4 Customize Anchor Text The next step is to customize the anchor text The form tags need to be marked as anchor text for mapping the fields Template Creation Wizard Untitled Edit and customize anchor Double cick to edit the anchors Select the anchor and cick Set Properties to specily the features of the anchor tag Figure 27 Edit Anchor Text Page 29 Create Template in Wizard Mode If you have selected the option Manual Entry of Form Tags you need to enter the anchor text manually Else the form tags are marked as anchor text automatically and displayed Select an anchor text and click Set Properties to define the properties for the anchor text Refer to Setup Anchor Properties for more details Click View E mail to view the sample email for reference After customizing the anchor text click Next 10 5 Select Destination
80. o download the email forms automatically you need to setup the Miscellaneous option gt Click Tools gt Options gt Inthe Miscellaneous Setup dialog box make the following settings eMail Lead Grabber GMSOL Options Miscellaneous Setup Check for new messages at startup v Show popup when new message arves w Show Alert for mailbox Compaction recommended v Automatically download new messages Check for messages every 10 minutefs v Use System Date Time format Setup eMad Lesd Grabber for user Setup Login Send Options Use Outlook Profle Name Password Figure 14 Miscellanous Setup gt Check for new messages at startup Select this option to check for email whenever you launch eMail Lead Grabber gt Show popup when new message arrives Select this option to be notified whenever you receive new email gt Show Alert for mailbox Compaction Select this option to get a message for compaction whenever your mailbox exceeds a limit of 45 MB This option is selected by default To disable the warning message you can clear this checkbox gt Automatically download new messages Select this option to check for email at specified time interval Enter the time in minutes in the space provided Page 14 Working with eMail Lead Grabber gt Use System Date Time format Select this option to display the date as per your System settings If this option is not selected then the date is displayed in the default format as
81. o stop a task being processed Process Status Click Za or View gt Process Status to view this tab 121107 15 32 18 ELG Test mark gm com lt Dragged and dropped gt GM6 Sample Skipped Transfer 121107 15 43 05 ELG Test mark gm com lt Dragged and dropped gt GM6_Sample Skipped Transfer 121107 15 49 28 ELG Test mark gm com lt Dragged and dropped gt GM6 Sample Skipped Transfer 121107 16 12 32 ELG Test mark gm com lt Re Processed gt GM6_Sample Transfer Successful Figure 16 Process Status Page 20 Working with eMail Lead Grabber The following details are displaved in the Process Status tab Date Date and time of process Subject Subject of the processed email From The sender s email ID of the processed email Filter Name of the filter used for processing the email Template Name of the template used for processing the email Status Error Displays the Transfer Status If the transfer is successful the message Transfer Successful is displayed If the transfer fails then the error message is displayed with the reason for failure If the transfer is cancelled then Skipped Transfer is displayed If the email is processed and not transferred then Process Successful is displayed LH To save the processed details right click in the Process tab and select Save Status Log To clear the text righ click and select Delete or Delete All Errors Click A3 or View gt Errors to vie
82. ortcut kevs for vour readv reference e B eMail Lead Grabber To do CTRL T Check Mail CTRL M Compose Moi CTRL N Reply To CTRL R Reply AN CTRL Y Forward CTRL W CTRL D f E Quick Setup Vizard CTRL Q CTRL P FI fi e W ITE KR Template Maker Tod Press insert Ancho CTRL M Insert Field CTRL 1 Fiekd Properties CTRL P Set Activity F10 send Template ALTeN CTRL F Test Template CTRL T i Delete Templates CTRL D Email Header CTRL H ta SSSR Help FI Figure 78 Readv Reckoner Page 82 License Agreement 20 License Agreement This legal document is an Agreement between you the end user and eGrabber THE COMPANY By installing this software you are agreeing to become bound by the terms of this agreement which includes a software license and disclaimer of warranty This agreement constitutes the complete agreement between you and the company If you do not agree to the terms of this agreement do not install the software Promptly return the package and the other items that are part of this product to the place where you obtained them for a full refund 1 GRANT OF LICENSE THE COMPANY grants to you the licensee a royalty free non exclusive right to use this copy of computer program the Software with the terms set forth in this document 2 OWNERSHIP OF SOFTWARE THE COMPANY retains title and ownership of the
83. ou can select a maximum of 10 detail fields Click Next 10 8 Select User Fields In the next step you can select the user fields to transfer data from the email All the user fields available in GoldMine are displayed under Label The internal field name of the user fields is also displayed Select the checkbox next to a user field name Click Select All to select all the fields displayed All the field names are selected To deselect all the fields click Clear All Page 32 Create Template in Wizard Mode Template Creation Wizard Untitled Select User Fields Select the User Fields to which you marit to transfer data Select the User Fields USERDEFO USERDEFOS USERDEFO2 USERDEFO4 USERDEFO7 USERDEFOS USERDEFOS USERDEF10 USERDEFOS USERDEFO3 Figure 31 Select User Fields GoldMine 9 You can select a maximum of 397 user fields Click Next 10 9 Map Fields The next step is to map the database fields available in your GoldMine database Template Creation Wizard Untitled Map Database Fields to Anchor Text Click Auto Mapping to map database fiekd to Anchor Text To edit mapping double cick the field Select field and cick Set Properties to set properties for the field B Aarno H Fields first Contact John Last Mathew E mail johnf megraw com The McGraw Hill Companies ir 1221 Sith Ave New York NY 10020 212 512 2563 212 512 2500 Set Propesties hitp iww CO ge fg com
84. ou may use the resulting upgraded software only in accordance with this license agreement and you may not sell or re use the upgraded product ot the original product 11 UPDATES Certain components of this Software requires to be updated automatically from time to time due to changes in Address formats and Web page formats which are not within eGrabber s control You shall have the tight to obtain Component Update s free of cost only for 90 Days However You can purchase subscription to Component update s for additional fee after the free period of 90 Days to continue receiving such updates but for the subscribed period only This License does not otherwise permit the licensee to obtain and use Component Updates 12 RESERVATION OF RIGHTS THE COMPANY reserves all rights not expressly granted to you in this license agreement 13 LICENSE KEY You may not disclose to any other person or organization your license key You agree to store it and keep it confidential and to notify THE COMPANY immediately if you have any reason to believe that you lost your license key 14 LICENSE KEY REGISTRATION There are technological measures in this Software that are designed to prevent unlicensed or illegal use of the Software You agree that THE COMPANY may use these measures to protect against software piracy This Software may contain enforcement technology that limits the ability to use the Software on multiple computers This Agreement and the Software
85. own in Figure 53 Merge etf TemplateMaker Fie Edt View Insert Process Tools Help Dea Bizzamt Dear Contact Thank you for downloading our product For further queries contact supportfegrabber com Regards Support Team Ready GokiMinem6 7 6 6 6 5 6 Common Contact Set Emad Merge Template Figure 53 Mail Merge Template To insert the details from the received message click Insert gt Email and select the appropriate options as follows e Text To insert the contents of the received message Subject To include the subject line of the received message Date and Time To include the date and time Page 54 Bounce Template Merge etf TemplateMaker Fie Edt View KN Process Tools Help DW jifred I PE f Dear Cont X Anchor Cr SE Thank you r Subject b Date and Time For further queries col grabber com Regards Support Team GoldMine 6 7 6 6 6 5 6 Common Contact Set Email Merge Template Figure 54 Insert details from received Email in Merge Template For every received message the Merge Template sends an automatic customized reply You can attach the Merge Template to the Email Extract Template so that whenever a message is processed by the template a reply message is sent automatically Refer to Chapter 10 for details on attaching the Merge Template to Email Extract Template 13 Bounce Template Your email to a prospect may be bounced sometimes due to various reasons If the email is bounce
86. r mapping select the Field Properties for the second item Example Item Reference 1 as One to Many and enter 1 in the Field Set option If you have one more item for the same field Example Item Reference 2 then you need to set this option to 2 Similarly select the second item for other fields and set the Field Set option to 1 For more number of items set this option accordingly After transfer the details for the single contact are transferred to your GoldMine database as shown in Figure 68 Summary N Fields GMeView Notes NContacts Details Referrals Pending N History Date Deta Reterence en vom lead Grabber Busmess Feb5 07 Item eMal Lead Grabber GMSOL Figure 68 Data transferred to Details tab You may receive multiple values for fields available in Registration Forms and Feedback Forms You can use the database relationship option to transfer these values Click OK to save the settings 15 5 Mark Form Identifier You can mark a specific text to identify an email form The template searches for the marked text in the email form and the email message is processed only if the text is found This ensures that only the appropriate messages are processed by the template Page 71 Setup Filter To setup a form identifier select the text available in vour email form and click Tools 2 Mark Form Identifier To mark the form identifier for a database field refer to the settings for Tvpe tab under t
87. racters Vou can setup the leading and trailing characters in the Anchor Properties mn To setup the properties for anchor text select the text and click or click View gt Anchor Properties In the Properties dialog box that appears enter the following first Properties Anchor Search Leading character Trading character Case Sensitive or came ay ne Figure 60 Anchor Properties Leading Character Enter the character that appears before the form tag Example lt Trailing Character Enter the character that appears after the form tag Example gt Case Sensitive Select this checkbox to search for form tags that match the upper and lower case letters exactly Click OK to save the settings Now the template automatically searches for form tags that contain the special characters and transfers the data accurately 15 3 Search by using Percentage You can search for a certain section of the email message for the form tags and transfer the details Use this option when your email text contains information other than form tags Enter the percentage of the section to be searched by the template in the Search tab of the Properties dialog box Enter the starting section as percentage in the From Top box and the end percentage in the To box The percentage is calculated based on the number of characters available in the email message Page 64 Customize TemplateMaker first Properties
88. rd Mode 2 Advanced Mode 10 Create Template in Wizard Mode Launch the Template Wizard by any one of the following methods gt Click Step 2 in the Setup Wizard OR gt Select any email that contains all the form tags right click and select Create Template gt Wizard Mode Refer Figure 23 OR gt Right Click the Form Processing Center and select Create Template Wizard Mode OR Page 26 Create Template in Wizard Mode gt Click File gt Show Template Wizard B B V1 f sl From Subject Recieved Account Size To hila Epakn com ELG Test 3 May 2002 122333 222KB WS ed A mark ga com ELG Test 3 May 2002 12 23 37 221 KB uppi EI pohnemegawcomi ELG Test 3 supp lt From john mcgraw com To isupport egrabber com Subject ELG Test fe Create Template Il Create Piters Below is the result of your form It was submitted by john mcgraw com Select All Message s Process through Fiter s first John Delete Message s Copy to t gt last Mathew Cove to Process using Figure 23 Create Template The Template Creation Wizard is launched and this wizard guides you through the process of creating a template 10 1 Name the Template The first step is to name the template Enter a name and click Next Template Creation Wizard Figure 24 Enter Template Name 1
89. setup the anchor text properties database field properties setup a password to protect the template etc 15 1 Extract from Email To extract and save additional information from the email message e Click Process gt Extract from Email OR Click 4 in the toolbar In the Extract From Email dialog box that appears make the following settings Extract From Email Copy e mai to WM Notes M Sert Date ee zi Serk Time bes ag From Address Ej ToAddess f ml s TF r H OK Cancel Help Figure 59 Extract from Email Notes Select this checkbox to save the email text in the Notes tab of selected database The additional information like date time sender s email address TO address subject text can be saved to user fields in your destination application Click next to the additional details displayed in the dialog box to select the user field While transferring the additional information is transferred to the selected user field Click OK to save the settings Page 63 Customize TemplateMaker 15 2 Setup Anchor Properties Some form tags mav contain additional characters Vou can mark the form tags as anchor text and setup the anchor properties to search for these additional characters For Example if your form tag appears as lt first gt then the symbols lt and gt are the leading and trailing characters respectivelv While transferring the template needs to identifv the text containing these cha
90. software recorded on the original media and all subsequent copies of the software 3 COPY RESTRICTIONS The software and accompanying written materials are copyrighted Unauthorized copying of any part of the software or of any accompanying written material is expressly forbidden However you may make one copy of the software for your personal backup purposes You are not permitted to make any copy of the printed material accompanying the software 4 BACKUP THIS SOFTWARE IT IS YOUR RESPONSIBILITY TO MAINTAIN A BACKUP COPY OF THIS SOFTWARE ON ANOTHER PC OR ON A CD FOR USE IN THE EVENT OF CATASTROPHIC LOSS SUCH AS HARD DISK CRASH OR LOSS OF YOUR WORKING PC IN ANY OTHER MANNER As a courtesy THE COMPANY will maintain links to download our software that were sold in the past 365 days on THE COMPANV S support web page If the version of software you purchased is not on the support web page you will be able to purchase the latest version at the published upgrade price for the software after you provide proof of owner of the original software 5 TRANSFER RESTRICTIONS This software is licensed only to you and you agree that you will not transfer rent loan sub license or host the software without the prior written consent of THE COMPANY You may only make a one time permanent transfer of the software in its entirety to another end user provided you retain no copies and you transfer all of the software product including all component parts
91. tes and portals prohibit the use of automated capture tools like this software to capture data and other sites place restrictions on how captured data can be used This agreement expressly prohibits the use of this software to capture data from such third party web sites and documents as well as using such captured data in a manner where it is illegal to do so THE COMPANY can offer you no opinions on the legality of capturing any data even if capability to capture such data is included in this software It is your responsibility to make sure you have the relevant rights to capture and store the data the way you plan to before using this software 18 DISCLAIMER THE COMPANY is not affiliated or connected in any manner to any third party web sites including but not restricted to online directories listings job boards yellow pages and white pages Page 84 License Agreement THE COMPANY recommends you to read license agreements of these third party web sites and ensure you do not violate any Government Laws or rules of the third party web sites before using the software You agree that THE COMPANY is not responsible for any such violations committed by you using the software DO NOT USE THE SOFTWARE IN ANY CASE WHERE SIGNIFICANT DAMAGE OR INJURY TO PERSONS PROPERTY OR BUSINESS MAY HAPPEN IF AN ERROR OCCURS YOU EXPRESSLY ASSUME ALL RISK FOR SUCH USE THE SOFTWARE AND ACCOMPANYING WRITTEN MATERIALS ARE PROVIDED AS IS WITHOUT WARRANTY OF ANY
92. the following details User Name Enter the user name of your SMTP server Password Enter the password of your SMTP server Click OK to save the settings Page 7 Setup to download email into eMail Lead Grabber In the Advanced tab vou can make the following settings E mail Settings Outgoing Server Advanced Server Port Numbers Incoening server IMAP Outgoing server SMTP Server Timeouts Shoet Figure 7 Email settings Advanced Under Server Port Numbers gt Incoming Server IMAP The port number of your Incoming Server IMAP is displayed by default gt Outgoing Server The port number of your Outgoing Server SMTP is displayed by default Click Use Defaults to use the default port numbers LH Vou can also change the port numbers Under Server Timeouts specifv the time interval bv moving the slider The time varies from 30 seconds to 6 minutes The time indicates how long to wait for a response from the server Specifv short time if vour server is fast and long time if the server is slow or busv Click OK to save the settings 3 3 Setup to download from Microsoft Outlook To download the email from Microsoft Outlook In the Account Setup dialog box Click Add gt Outlook 2007 2003 2002 to download from Microsoft Outlook 2007 2003 2002 Page 8 Setup to download email into eMail Lead Grabber In the Outlook Mail Personalitv Settings dialog box enter the following details
93. ttings dialog box enter the following details POP 3 Personality Settings Personality Name Login Name e g James Password ta Beien Address v lleg aen com Incoming POP3 Mad Server pop3 ec aber com Outgoing SMTP Mad Server smip egrabber com Delete mad from server alter download Ignore incoming mad above 0 KB Import OK Figure 11 Personality Settings POP3 e Personality Name Enter a name for the email messages to be downloaded Login Name Enter login name of your POP3 account e Password Enter your POP3 account password e Return Address Enter your email address Incoming POP3 Mail Server Enter your Incoming mail server name Outgoing SMTP Mail Server Enter your Outgoing mail server name Page 11 Setup to download email into eMail Lead Grabber Delete mail from server after download Select this option to delete the messages available in your POPS server after downloading them into eMail Lead Grabber Poll Personality Select this option to download the email from POP3 server to eMail Lead Grabber Inbox automatically Ignore Incoming mail above Enter size limitation for incoming messages The messages that exceed the size you have defined here are not downloaded into eMail Lead Grabber More Settings Click here to configure the SMTP server to send mail As you click More Settings the E mail Settings dialog box is displayed In the Outgoing Server tab the settings are simil
94. ur form It was submitted by john mcgraw com first John last Mathew Preview Panel email john megraw com company The McGraw Hill Companies Inc Subject From Filter Template 092907 16 20 45 ELG Test john mcgraw com lt Dragged and dropped gt GM7_Sample Report Bar 092907 16 27 35 ELG Test hillary palm com lt Filter1 gt GM8_Sample Grabber 19 message s I selected Figure 2 eMail Lead Grabber Window The eMail Lead Grabber also contains Form Processing Center that displays the templates You can launch the TemplateMaker Import Toolbar and create filters from this window You can setup to download the email forms from your default email client into the Inbox available in eMail Lead Grabber Import Toolbar You can use the Import Toolbar to transfer the email from your email client to Inbox in eMail Lead Grabber or directly to your application TemplateMaker You can use this component to create templates The templates enable you to map the fields available in your email form with the fields in your application These components are explained in detail in the following sections 3 Setup to download email into eMail Lead Grabber You can download the email forms from your default email client into eMail Lead Grabber Inbox Click the Accounts option available in the eMail Lead Grabber toolbar OR Click Tools gt Accounts In the Account Setup dialog box click Add and select your email client Page 3
95. urchase Code Enter the Job code or other identifier to categorize the activity User Select the user to assign the activity Units Enter the number of units of product that the prospect is expected to purchase Price Enter the cost of each unit Amount The total cost is automatically calculated Units Price and displayed Probability Enter the percentage of likelihood of the contact making this purchase Days Enter the number of days counting from the present day to perform the activity For example if you type 30 days then the activity is executed on the 30 day counting from the present day Notes Enter any additional text related to the activity Link Select this option to attach the activity to the contact record RSVP Select this option to notify when the assigned user completes the scheduled activity Alarm Set an alarm to remind you of the scheduled activity Select a time from the list For Example If you select 5 minutes from this list the alarm pops up 5 minutes before the time at which the activity has been scheduled Click Schedule to create the activity After transfer activities are automatically scheduled for the contacts transferred to your database You can view the newly scheduled activity in Pending tab of the transferred contact Page 41 Create Template in Wizard Mode Setup to Schedule Literature Request If vour companv has brochures price lists and other tvpes of mass printed documentation
96. vou receive an email form from a prospect vou need to send a response to the message Instead of sending these replv messages for each and everv email form vou can create a Stationerv with customized message and link the Stationerv with the Replv To action in Filter Setup Whenever an email message is processed through the filter the Reply To option sends an automatic response to the message by using the selected Stationerv Click Tools Stationery In the Stationerv dialog box click Add to create new Stationerv Stationery Figure 75 Create Stationery A new message window appears as shown in Figure 76 The From column automatically displays the email ID you have provided in the Account Setup If you have created more than one account then you can select the account from the drop down list The response message is sent using the selected account In the TO column enter the email ID of the recipient If you are attaching the Stationery to a filter then the TO address is automatically detected Enter a Subject line The checkbox Include Incoming email while responding is selected by default This option includes the text of the original message while sending the auto response You can clear this checkbox if you do not want to include the original message Use Incoming subject while responding Select this checkbox to include the subject line of the incoming email in the auto response The Subject line is disabled when you sele
97. w this tab song mat 1 of 15 g mak 2 of 15 vg matt 3 of 15 cessing mat of 15 Processing mat 5 of 15 Figure 17 Errors tab The errors that occurred during the background process are displayed here LH To clear the error messages righ click and select Delete 5 4 Shortcut Menus Right click on any part of the eMail Lead Grabber window to access the shortcut menus The shortcut menus vary according to the selected area For example if you right click the message grid you can access the shortcut menu as shown in Figure 23 You can use these shortcut menus to quickly access the commands that are available in the menu bar and the toolbar Page 21 Using Import Toolbar 6 Using Import Toolbar Vou can download email messages from other email clients using the Import Toolbar To launch the Import Toolbar Click the Import Toolbar Icon in the eMail Lead Grabber Toolbar OR Click File gt Show Import Toolbar The Import Toolbar appears as shown in Figure 18 eMail Lead Grabber Import Toolbar Mew i TIl B Selected Text gt gt Inbox v Figure 18 Import Toolbar You can select the source from which the email messages to be downloaded from the drop down list that appears on the left panel The options available in this list are e Selected Text e Text in Clipboard e Windows Explorer e Outlook Express Outlook e GoldMine e Windows Messaging e Netscape Communicator

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