{"id":7664,"date":"2014-04-17T10:57:02","date_gmt":"2014-04-17T10:57:02","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=7664"},"modified":"2025-01-28T07:04:24","modified_gmt":"2025-01-28T07:04:24","slug":"processing-inbound-emails-using-rule-sets","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/04\/17\/processing-inbound-emails-using-rule-sets\/","title":{"rendered":"Processing Inbound Emails using Rule-sets"},"content":{"rendered":"

Hi folks \u201cGREETINGS OF THE DAY\u201d! Nowadays life has become very fast and every minute counts. In this faster world we don\u2019t have time to write letters and e-mail has become popular way of communication. All new age software\u2019s must address all emailing requirements when it comes to business and SageCRM is no different. Outbound and Inbound email functionalities are properly embedded throughout SageCRM keeping ease of use in mind.
\nBingo!! Greytrix posts 700 Sage CRM blogs..<\/i><\/strong><\/span>This has to be the news for the month \u2013 700 Sage CRM Posts<\/a>
\nIn this blog I will not walk you through entire inbound email process, but introduce the feature you can explore to implement business specific needs.
\nWhen you do Inbound email account configurations in SageCRM, you can set up rulesets so that different actions to the default ones you specified are carried out when certain e-mails are received. You can use the rulesets to compliment the default actions available on the E-mail Address Options panel in Administration<\/b> | E-mail and Documents<\/b> | E-mail Management Server Options<\/b>.
\nLet\u2019s take an example to understand this better. Let’s say you want all e-mails that come into the support@domain<\/i>.com mailbox to be filed in Team CRM | Customer Service, according to the Track Case action by default. However, you decide that if any e-mails are from Companies of type Competitor or Industry Analyst, they should be handled in a different way. You can achieve this outcome by applying a new ruleset to the support@domain<\/i>.com mailbox. Any number of rulesets may be created, and each ruleset can have up to three Rules associated with it.
\nThis example illustrates how e-mails from Companies that are either Competitors or Industry Analysts can be handled by creating new rulesets.
\nRulesets are made up of:
\n1. Multiple rules (or “conditions”)
\n2. One action to be carried out when the conditions in one or more of the rules are met.
\nTo add a new ruleset to the service you set up earlier:
\n1. Open Administration<\/b> | E-mail and Documents <\/b>| E-mail Management Server Options<\/b>.
\n2. Select the hypertext link of the service.
\n3. Select the Add Ruleset<\/b> button to create a new ruleset. The Rules input form is displayed. You can specify up to three rules on this page.
\n4. Type a description in the Rule Description field, for example, If company is a Competitor or an Industry Analyst<\/b>.
\n5.To begin specifying the first rule, select Company<\/b> from the Column Name field on row 1. The Column Name field lists the columns for which you can define actions.
\n6. Select Equal To<\/b> from the Operator field.
\n7. From the Value field, select Competitor<\/b>. The options available depend on which column you selected. The values available for this example are the different Company types in the system.
\n8. Add a similar rule for Companies of type Industry Analyst<\/b>, and separate it from the other rule by selecting “or” from the field between the two rules.
\nA.\u00a0Separating rules by “and” means that both rules must be true for an action to be performed. Separating them by “or” means that the action is performed if either of the rules are true.
\nB.Next, on the Action panel, you need to specify an action to be performed if the Rules you specified are satisfied (if they are not satisfied, the default actions you specified earlier will be used). You also need to specify a User and a Team to associate with the action.
\n9. Select Create A Communication<\/b> from the Action field on the Action panel. This means that if either of the rules you specified are satisfied, a Communication is created.
\n10.\u00a0Select the CRM user that the Communication will be recorded against from the Assigned User field. In this example, the Communication is created if a rule is satisfied, and it is assigned to Simon O’Neill, the Direct sales.
\n11.\u00a0Select the Team that the Communication will be saved in from the Assigned Team field list. In this example, the Communication will be assigned to the Marketing Team.
\n12.There are three other fields on the Rules input form that you may need to complete: the RuleSet Execution Order, Enabled, and Exit Rule. These are described in detail in the table below.
\n13.Select the Save <\/b>button, and select Continue<\/b>. The new ruleset is added to the current list of rulesets.
\n14.\u00a0Select the Add Ruleset<\/b> button to add additional rulesets or select Continue<\/b> to return to the list of services.
\nPlease find below image for your reference:<\/p>\n

\u00a0\"Inboundmail\"<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Hi folks \u201cGREETINGS OF THE DAY\u201d! Nowadays life has become very fast and every minute counts. In this faster world we don\u2019t have time to write letters and e-mail has become popular way of communication. All new age software\u2019s must address all emailing requirements when it comes to business and SageCRM is no different. Outbound\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[73,131,132,156,324,332,1,421],"tags":[502,740,1050,1147,1954],"class_list":["post-7664","post","type-post","status-publish","format-standard","hentry","category-configuration","category-email","category-email-inbound","category-file-email","category-rule","category-sage-crm","category-uncategorized","category-validate-script","tag-actions","tag-configuration","tag-email-inbound","tag-file-email","tag-rules"],"yoast_head":"\nProcessing Inbound Emails using Rule-sets<\/title>\n<meta name=\"description\" content=\"Learn how to process inbound emails using rule sets in Sage CRM. Automate email handling and improve efficiency with this powerful feature.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/04\/17\/processing-inbound-emails-using-rule-sets\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Processing Inbound Emails using Rule-sets\" \/>\n<meta property=\"og:description\" content=\"Learn how to process inbound emails using rule sets in Sage CRM. Automate email handling and improve efficiency with this powerful feature.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/04\/17\/processing-inbound-emails-using-rule-sets\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2014-04-17T10:57:02+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-01-28T07:04:24+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/04\/Inboundmail.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/04\/17\/processing-inbound-emails-using-rule-sets\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/04\/17\/processing-inbound-emails-using-rule-sets\/\",\"name\":\"Processing Inbound Emails using Rule-sets\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/04\/17\/processing-inbound-emails-using-rule-sets\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/04\/17\/processing-inbound-emails-using-rule-sets\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/04\/Inboundmail.jpg\",\"datePublished\":\"2014-04-17T10:57:02+00:00\",\"dateModified\":\"2025-01-28T07:04:24+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"description\":\"Learn how to process inbound emails using rule sets in Sage CRM. 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