Email Rules and Templates in Jim2
Tags: Email   v3.2   Support  
20/03/2012 9:45 AM

Email Rules and Templates are an extremely powerful and flexible method of formatting, automating and actioning emails received by your business in Jim2.

For example, Rules can look at incoming emails and automatically:

  • Work out who an email is from and link it to the appropriate CardFile
  • Apply Email Tags to ‘steer’ an email into the correct area of your business (for example Support, or Sales)
  • Work out if it is related to a Project (such as a MS contract, machine)
  • Extract the customer’s reference number
  • Work out the nature of the email (onsite service required, for example)
  • Work out if the request is urgent
  • Create a Service Job for the Project
  • Make the Job’s priority ‘urgent’
  • Set the Job’s Customer Reference Number
  • Attach the Email to the Job
  • Tag the Email with ‘Service’
And the result of this...

An onsite service Job is automatically created, linked to a Project/Machine with the email attached, AND the unread email appears in your support email list. The Job also appears in your urgent Job List, flagged that it has an unread email. From then on, all email correspondence regarding that Job is automatically bundled together, including the final invoice and even the payment advice back from the customer.

Templates can also be set up to respond consistently to common email questions/requests, as well as emailing of statements, page requests, login details, and much more.

Email template

This is an example of the Happen default template. You can see we use the {{ System.User }} macro to put the Name in and the {{ System.User.JobTitle }} for the Job Title – this information is taken from the user's Cardfile. These and other macros can be found using the General Macros button in the Template Ribbon menu.

This is only a brief outline of the Email Rules functionality and how useful and time saving it can be.

For comprehensive information on all that you can do with the new Email Integration, please refer to the Release Notes for Jim2 v3.2.

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