Creating an Email Event and Flow that uses Email Data

Last Updated: 12/07/2015 Introduced in Verision: 2.0

An email event is a change in state on an email server, such as when the server receives or relays an email. The system can be configured to handle email events for a email server.

During the setup process, configure the mail server name, and the user name and password of the account with events to handle.

To set up a flow to handle email events, navigate to the folder System > Events, then use the wizard to set up the flow. Once the set up is complete, continue configuring the flow in the Flow Designer so that the event information can be displayed.

Example

In this example, an email inbox is watched for incoming mail. The mailbox is for requests for more information about a company’s products and services. Upon the detection of a new message, the event service executes a flow that reads in the email data and executes a flow. The flow simply presents the email information in a form and tasks a sales representative with contacting the person making the inquiry.
 
To begin, navigate to the folder System > Events and click the Add Event button.
events
 
In the Please Select Events step, select Email Response Job and click Next.
 

select email response job 

In the Email Server Information step, in the Mail Type drop-down list, select your email mail type and enter a mail server name.
Enter the user name and password for the account with email events to handle. If required, you would also enter a port and determine if Override Port is needed and SSL Select Next.
email server info
 
In the Event Info step, enter a name for the event in the  Name field, a description, and click Next.
In the Simple Calendar step, a list of common intervals for event handling displays.

 

 

To select an interval that is not listed, you could select the Advanced option, click Next, then set up the custom interval.

selectInterval

In this example select Every Hour and click Next.

 
Once you received the Event is created message you can now edit the flow. Select Done.
 

Select the new event from the entity list and click Edit Flow from the entity actions menu.

 

Create a form and add labels which will identify the information collected from the email event for the selected account or group. 

The Email Event data can be found in the form toolbox under Flow Data> email_data. To show any data from the email event such as From or Subject, choose a [create] label (value) data element. 

Email Data Form

 

Once you’ve selected each form element needed to create your form, save and close the form. Right click on the form and select the Edit Flow Step. 

Need more help with:

Creating an Email Event that uses Email Data?

 

Contact us at support@decisions.com

Additional Resources