FranConnect enables users to upload emails from their email inbox to our system without downloading any unnecessary plugin or software. In this article, we will walk you through how to configure and use the email integration in the FranConnect system.
Setting Up Email Integration
To begin setting up email integration, first log into your FranConnect account. Then click your name in the top-right corner of the page, and select Options from the drop-down menu.
Click the Integrator tab and then select the EMAIL INTEGRATIONS tab. Click Configure on the "EMAIL UPLOAD" box.
On the following page, click Connect in the email box for the service you are using (Gmail or Office 365).
From the next page, click Sign in with Google after reading the terms of service on the page.
Select the account you wish to integrate from the following screen.
Select the permissions you wish to grant Gmail on the next screen.
Click Continue once you have confirmed that the permissions granted to Gmail are correct. If everything has worked properly, you will see the following screen.
Click OK and you will see a pop-up window directing you to select the folders to be synced. Choose all Inbox and Sent folders that apply from their respective drop-down menus.
Click SAVE once you have confirmed that the folders you have selected are correct. Finally, click DONE on the following page to save the configuration.
If everything worked correctly, you will see the following popup:
Using the Email Integration
Now we are ready to upload emails from the configured email account to Leads, Brokers, Franchisees (units, entities, multi-unit, etc.), Regional, and Contacts. In order to upload the emails from your email account, you will need to navigate to a record. Following are some examples:
- Sales > Leads
- Sales > Brokers
- Info Manager > In Development
- Info Manager > Franchisees
- Info Manager > Terminated
- Info Manager > Corporate Locations
- Info Manager > Regional
- Info Manager > Entity
- Info Manager > Multi-Unit
- CRM > Leads
- CRM > Contacts
Note: We will go through the Sales > Leads example in this article, but each workflow should contain roughly equivalent steps.
To begin uploading emails to a lead record, first click Sales on the left-hand sidebar, and then select Lead Management from the drop-down menu.
Click the name of the lead profile on which you wish to upload emails. Then scroll down to the bottom of the page where you will find the "MESSAGE HISTORY" section. Click Email Upload.
On the following screen, choose all the emails you wish to upload to the lead profile. You can upload up to 20 emails at a time.
Click UPLOAD once you have confirmed that the emails you have selected are correct. If the emails have been successfully uploaded, you will see the following screen.
Navigate back to the "Message History" section of the lead profile and you will see that the emails have been successfully uploaded.
If you ever want to delete emails from the "Message History" section, click the gear icon next to the email in question and click the Delete button.
Uploading an Email to Multiple Records
To begin, log into your FranConnect environment. Click your username at the top-right corner of the page and select Options from the drop-down menu.
On the following page, click the Integrator tab. Then click the EMAIL INTEGRATIONS tab on the ensuing page followed by the EMAIL UPLOAD button.
On the next page, select the emails which you wish to upload. Click SEARCH & UPLOAD at the bottom-right portion of the page.
The search will return results on the basis of email ID(s) in the selected email(s). If you wish to find other records to which you want to upload the emails, you can use the search bar above the initial results.
Note: The email ID will differ based on the specific records that are considered. Some examples are:
Sales > Lead: Name of the lead and the email ID of the "Contact Information" section
Sales > Brokers: Name of the broker and the email ID of the "Contact Information" section
Info Manager > Location > Center Info: Name of the franchise and the email ID of the "Center Contact Details" section
Info Manager > Entity > Entity Details: Name of the entity and the email ID mentioned under the "Entity Details" section
Info Manager > Regional > Area Info: Name of the area/region and the email ID mentioned under the "Area/Region Details" section
Info Manager > Multi-Unit > People Info: Name of the multi-unit and the email ID mentioned under the "Owner Details" section
CRM Lead: Name of the lead and the email ID mentioned under the "Address Information" section
CRM Contact: Name of the contact and the email ID mentioned under the "Contact Information" section
Once you have confirmed that the selections made are correct, click UPLOAD to finish importing your emails to the records you selected. The upload will run passively in the background so you can complete other tasks in the mean time.
Having read this article, you should be able to configure email integration in the FranConnect system and upload emails to various profiles.