At FranConnect, we are constantly improving our product and adding new features to support our customers' needs. On June 15, 2023, we will be releasing a feature to enable our customers to upload an email to multiple records on the basis of an email ID match. In this article, we will show you how to use this new feature.
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 uploading 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 upload emails to multiple records in FranConnect.