Apply Email Rule

Overview

Updated 10/04/2021

Setting up an Email Rule can save you time on entering email addresses and ensuring that they are correct.

Printer Friendly Version

Set up Email Rule
Apply Email Rule (new Contact)
Apply Email Rule (existing Contact)

Set up Email Rule

1. Go to the Company record you want to create the Email Rule for
2. Hover over the Company Information section
3. Click the Edit icon
   
   
   
4. Select the format for the Emails in the 'Company Email Rule' field:
   1. Below are the options available
      1. Example using Kate Austen
         
         

         Option	Example
         Firstname.Lastname	Kate.Austen
         Firstname.L	Kate.A
         Lastname.F	Austen.K
         Firstname	Kate
         F.Lastname	K.Austen
         L.Firstname	A.Kate
         FLastname	KAusten
         Firstname-Lastname	Kate-Austen
         Firstname_Lastname	Kate_Austen
         FirstnameLastname	KateAusten
         FirstnameL	KateA
         LastnameF	AustenK
         Lastname	Austen

         
         
         
         
         
5. Enter the Company Email Domain (website)
   1. Example using pretempagency.com
      
      
      
6. Click on the Apply Email Rule button
   
   
   
   
7. A popup will appear
   1. Click on the Apply Rule button
      1. All contacts, that don't have an email, will get one updated to the format you selected
         
         

Back to Top

Apply Email Rule (new Contact)

1. Go to the Company profile that you would like to add a new Contact for
2. Click on the Add New Contact button
   
   
   
   
3. Fill out the Contact fields
4. Click on the Submit button
   
   
   
   
5. A new pop up window will appear
6. Choose the desired option
   1. Done - closes the window
   2. View - goes to the new Contact record
      
      
      
      **Notice there is no email address listed**
      
      
      
      
7. Hover over the 'Contact Information' section
8. Click the Edit icon
   
   
   
   
9. Click Apply Email Rule
   
   
   
   **Notice the new email address listed**
   
   
   
   
10. Click the Save icon
    
    
    
    

Back to Top

Apply Email Rule (existing Contact)

To update existing Contacts, that already have an email, you will have to manually update them.

1. Go to the Contact that you want to edit the email address for
   1. Example using [e-mail] 
      1. It should be [e-mail] 
         
         
         
2. Hover over the Contact Information section
3. Click the Edit icon
   
   
   
   
   
4. Click Apply Email Rule
   
   
   
   **Notice the email changes**
   
   
   
   
5. Click the Save icon
   
   
   
   
   1. Notice the new email address associated with the Contact
      
      

Back to Top