Maven Email to CRM: Boomtown Step-by-Step Setup

To start off lets see how the emails look when they hit our server. This will help us understand how to set them up properly.

Here is a busy BoomTown account history:

Notice that there are different subjects for different emails. From our experience the emails with subject: [REGISTER] are formated a bit differently than all the rest.

That is why we are going to setup TWO separate triggers for our BoomTown leads.

Getting Started With Register Lead Email:

Start by creating a new account. Feel free to name it whatever your heart desires (but we might suggest BoomTown)

Click the "Add An Account" button.

Enter the account name and click the "Create Account" button.

Next create your new trigger. Name this one "Boomtown - Register Leads".

Click the "Create First Email Trigger" button.

Enter the trigger name and click the "Save Trigger" button.

Configuring Trigger Conditions for Register Lead Email:

Click the "Add New" button under to the Condition Trigger section:

Name the condition label "Register Leads" and chose the preferred action set to run.

Now it is time to set up the Variable. This part is very important to do EXACTLY as shown below.

In the 'Search' drop-down menu select "Subject".

In the 'Search Type' drop-down menu select "Contains".

Lastly enter "[REGISTER]" in the "Search For" field. (this must be enter EXACTLY as shown, copy and paste to avoid mistakes)

Click the "Save Condition" button.

Setting Up Extractions For Register Lead Email:

Now it is time to set up the extractions for the Register Lead email.

Click the "Copy Extraction Template" drop-down menu and select "BoomTown - [REGISTER]".

That's it! This will load the correct extractions.

Congratulations, you are half way there! Only one more tigger to configure.

The final product should look like this:

[hr]

Getting Started With Lead & Profile Update Emails:

Create a new trigger. Name this one "Boomtown - Lead/Profile Update".

Click the "Create First Email Trigger" button.

Enter the trigger name and click the "Save Trigger" button.

Configuring Trigger Conditions for Lead & Profile Update Emails

:

Click the "Add New" button under to the Condition Trigger section:

Name the condition label "Not [REGISTER] Leads" and chose the preferred action set to run.

Now it is time to set up the Variable. This part is very important to do EXACTLY as shown below.

In the 'Search' drop-down menu select "Subject".

In the 'Search Type' drop-down menu select "Doesn't Contain".

Lastly enter "[REGISTER]" in the "Search For" field. (this must be enter EXACTLY as shown, copy and paste to avoid mistakes)

Click the "Save Condition" button.

Setting Up Extractions For Lead & Profile Update Emails:

Now it is time to set up the extractions for the Lead & Profile Update Emails.

Click the "Copy Extraction Template" drop-down menu and select "BoomTown - Lead and Updates".

That's it! This will load the correct extractions.

Congratulations, you are DONE!

The final product should look like this: