Set up email parsing so lead emails from third-party websites and vendors create Sales leads automatically, with the field data landing in the right places.
You need admin access to Admin › Sales, and a parsing email address set up for your account (for example clientname@myfranconnect.com). Ask FranConnect Support if you don't have one yet.
How parsing works
Emails sent to your parsing address are scanned in the background, and any field the parser recognises is written to the matching Sales field — anything it can't read is left blank.
Step-by-Step Instructions
Follow these steps to setting up email parsing: Sales
Configure the parsing keywords
Open Primary Info in the Form Generator and set the parsing keyword for each field you want the parser to recognise.
Format the lead email
Put one field per line, separating the field name from its value with a delimiter.
First name: XXXXX Last name: XXXXX Email: XXXXX Phone: XXXXXXXXXX Zip Code: XXXXX Address: XXXXXXX City: XXXXX State: XXXXX Country: XXXXX Lead Source Category: XXXXX Lead Source Details: XXXXX SMS Subscription: Yes/No
Each line must hold only one field. Plain-text and HTML emails
both parse.
Supported delimiters are : ;
-tab and =.
Map the email subject to a lead category
Open Source, click the configuration for Internet, then set a Parsing Email Subject for each lead source category.
Each subject must be unique. An email with an unrecognised subject, or no subject at all, is filed under the lead category Others.
Why use email parsing
It removes manual lead entry, captures third-party website leads in bulk, and keeps your Sales records updated straight from inbound email.