What is eMail-Lead Grabber™ GMSQL?
You may receive sales leads through email, online forms and third party websites. You need to maintain the leads in a database for efficient follow-up. In addition, you need to immediately respond to the prospects to prevent losing the leads.
eMail-Lead Grabber™ GMSQL extracts contact information and other additional details from email leads and transfers the details into appropriate fields in GoldMine database. After transferring the details, the software automatically sends a pre-defined message to the prospects to avoid missing the leads.
This software enables you to eliminate manual data entry, avoid hassle in processing the leads and to follow up the leads efficiently.
What are the other advantages of eMail-Lead Grabber™ GMSQL?
Apart from transferring the information from web forms, you can also:
- Schedule activities to follow-up with the leads.
- Check for duplicates to avoid transferring duplicate information.
- Send customized auto response messages to the received email messages.
- Distribute the received email messages to your team members uniformly.
What are the email clients supported by eMail-Lead Grabber™ GMSQL?
You can download messages from the following email clients:
- Microsoft Outlook 2007/2003/2002/2000
- Outlook Express
- GoldMine Email Center
- IMAP or POP3 Server
My email client is not supported by eMail-Lead Grabber™ GMSQL. How do I import the messages?
You can use the Import Toolbar, a component of eMail-Lead Grabber™ GMSQL, to import messages from other email clients. Import Toolbar supports the option 'Selected Text' and you can select any text that can be downloaded into eMail-Lead Grabber™ as email message.
What versions of GoldMine are supported by eMail-Lead Grabber™ GMSQL?
- GoldMine Premium Edition 8.0.1
- GoldMine 7.0 with SQL and FireBird database
- GoldMine BCM CE v 6.7 / 6.6 / 6.5 / 6.0 with SQL and dBase database
- GoldMine FrontOffice Sales & Marketing Version 5.7/5.5 with SQL and dBase database
What versions of GoldMine are supported with the web import feature by eMail-Lead Grabber™?
eMail-Lead Grabber™ supports the web import feature available in GoldMine 8.x Premium Edition and GoldMine 7.x Corporate Edition only.
Do I need any special training to work with eMail-Lead Grabber™ GMSQL?
You need to setup eMail-Lead Grabber™ GMSQL for the first time after installation. This is a one-time setup and then you need not intervene with the program.
- Setup to download the email messages from your default email client.
- Create a template and map the fields based on your fields available in your web form and your database.
- Create a filter and setup to transfer the details to appropriate templates.
Once you have completed the above steps accurately, eMail-Lead Grabber™ automatically downloads the email messages, checks whether the messages satisfy the filter criteria and transfers the information into your database.
What is a template?
A template is used to map the fields available in the form with the fields in your database. Once you map the fields exactly, the data is transferred to the corresponding fields accurately.
What is meant by mapping the fields?
Your form email contains two types of data.
Form Tag: This is the field available in your web form and the visitor needs to enter the details accordingly. Example: Name.
Form Data: This is the placeholder where the visitor enters the details. Example: William.
Now you need the data William be saved in your database field. Mark the form tag Name as Anchor Text and the form data William as the corresponding database field. For example, the field name may be FirstName in your database. Mark the data William as FirstName.
The template searches for the form tag and transfers the corresponding form data to the specified database field.
eMail-Lead Grabber™ contains Template Wizard that guides you through the process of mapping the fields.
What are the other advantages of templates?
Apart from transferring data to relevant fields in your database, you can also create a Mail Merge Template and attach with any template so that a customized auto response is sent to all the received messages. You can handle the bounced email as well by using the Bounce Template.
What is Mail Merge?
Consider that you want to send a personalized message to your contacts. The basic content remains same in all the messages; but each message contains some unique information specific to individual recipient. This unique information may be name, address, or some other personal data.
You can make use of the Mail Merge Template in eMail-Lead Grabber™ to send personalized message to each and every contact. This template contains the fixed text portion that remains the same in all the messages. You can insert the database fields as variables in appropriate places in the message.
The template merges the fixed message with the data from the database fields so that the output message created is personalized for the specific contact.
How to send email using Mail Merge?
After you create the Mail Merge Template, attach the template to the already created Email Extract Template. Whenever a message is processed through the template, the attached Mail Merge Template automatically sends the customized message to the transferred contact.
What is a Filter?
You may receive email messages from different web forms. The Filter enables you to segregate the messages from different forms. For example, you may receive email from Registration Forms and Feedback Forms. You can setup the filter to save the messages from Registration Forms in a database and Feedback Forms in another database.
What are the advantages of Filter?
Apart from filtering the messages from different forms, you can also:
- Transfer the filtered messages to selected templates.
- Send an auto response to the sender of the filtered message.
- Use Round Robin Forwarding to distribute the messages equally to your team members.
- Use Round Robin Processing to transfer the messages equally to different database applications.
- Limit the size of the filtered messages.
- Set a date filter.
What is Round Robin Forwarding?
You can distribute the email messages to your team members uniformly by using Round Robin Forwarding. You can forward the first message to the first person, second message to the second person and so on in a repeated cycle. If your team consists of five members, then the sixth message is sent to the first person again. This ensures that all the team members receive equal number of messages to be followed up.
What is Round Robin Processing?
You can process the messages through different templates in a repeated cycle by using Round Robin Processing. In this method, the first message is transferred to first template, second message to second template and so on. You can use this option to transfer the contact details and other information to different database applications used by your team members.
You can combine this option with Round Robin Forwarding. Hence, the first person receives the first message and the corresponding contact details in the message are transferred to the database used by the person simultaneously. This enables the person to maintain the contact details of the received messages and to follow-up with the messages efficiently.
How to send auto response by using the filter?
You need to create Stationery with a pre-defined message. You can attach the Stationery to the filter. Whenever a message is passed through the filter, the pre-defined message is sent to the email available in the message automatically.
What is the difference between Stationery and Mail Merge?
You can send the same standard message to all by using the Stationery. You can send a customized message to every prospect by using the Mail Merge Template.
What are the System Requirements to install eMail-Lead Grabber™ GMSQL?
- Pentium PC or higher
- 128 MB RAM
- 100 MB free hard disk space
- Microsoft Windows Vista / XP / 2000
How do I install the trial version of eMail-Lead Grabber™ GMSQL?
Download the installation file from http://www.egrabber.com/wrggm/trial.html
The InstallShield Wizard guides you through rest of the process.
What are restrictions in the trial version?
The trial version is fully functional but can be used only for specific period.
After successful installation, you can evaluate the product for three days.
You can also obtain a Free Trial License key and use the trial version for 10 days or 100 transfers, whichever occurs earlier.
How do I obtain a Free Trial License Key?
If you have provided a valid email ID at the time of downloading the product, you receive your License Key at your email ID.
After installation, the eGrabber Product Registration window appears. Enter the License Key in the space provided and click Register Now.
Click Continue to start using the product.
My trial version has expired; can I download it again?
Once your trial version expires, you cannot use it again. However, you can contact our customer support and extend the trial version period for another 10 days.
How do I purchase the product?
You can purchase our products online: http://store.egrabber.com/
You would receive your License Key via email.
You can also contact our customer support to purchase the product.
How do I register eMail-Lead Grabber™?
After Installation, the eGrabber Product Registration window appears.
Enter the License Key you have received and click Register Now.
After you get the message "Successfully Registered", click Continue to start using the product.
I am not able to register the product. What could be the problem?
Check whether you have entered the License Key properly. You can copy and paste the License Key to avoid typing errors.
Ensure that you are connected to Internet at the time of registering the product.
The other problems are, your Internet connection may be slow, or the server may be busy. In these circumstances, check the Internet connection and try registering after some time.
Can I use eMail-Lead Grabber™ in multiple systems?
If you want to use the product in multiple systems, you need to purchase multiple licenses. Contact our customer support to get multiple licenses. If you want to use the product in another system with the same license key, follow the steps:
- Unregister the product in System A.
- Install and register in System B.
I upgraded my system to higher configuration. How to install and register eMail-Lead Grabber™ with the same license key?
- Note down your License Key number.
- Unregister the product.
- Upgrade your system.
- Install the Product and Register again.
- If you do not unregister the product, it is not possible to register again.
My hard disk crashed and I was not able to unregister the product. How do I register the product?
In such exceptional cases, you can contact our customer support to obtain a new license key. Your former license key is revoked and using this key in future violates the terms of License Agreement.
Note: We recommend you to have a Backup of the software in a CD or in another system to avoid such discrepancies.
I still have Questions!
Contact our customer support:
Tel: (408) 872-3103 (8:00 AM to 5:00 PM - PST)
Technical Support: eGrabber Support Center
|
