Create and Apply Email Rules

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

 

CHAPTERS

Set up Email Rule
Apply Email Rule (to Contacts)

Set up Email Rule

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

        Examples of Email Rule options
        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 with the www or http)
    1. Example using pretempagency.com
  6. Click on the Apply Email Rule button
    1. A popup will appear
  7. Click on the Apply Rule button
    1. All contacts, that don't have an email, will get one updated to the format you selected
      Company - Company Info - Email Rule.gif

Apply Email Rule (to Contacts)

The Email Rule can be applied to contacts with or without email addresses.  If a Contact already has an email, you have the ability to overwrite it using the Email Rule.

  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
    1. A new pop up window will appear
  5. Choose the desired option
    1. Done - closes the window
    2. View - goes to the new Contact record
      Company - New Contact - Add.gif

  6. Go to the Contact's record
  7. Hover over the Contact Information widget
  8. Click the Edit icon
  9. Click Apply Email Rule
    1. Notice the new email address listed
  10. Click the Save icon
    Company - Contact - Apply Email Rule.gif

 

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