Email Matching: Difference between revisions
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==== How email matching works ==== | |||
Emails all have a unique ID and when an email is filed to Creatio an activity record is created. | Emails all have a unique ID and when an email is filed to Creatio an activity record is created. | ||
This unique ID is set in the "Notes" field of the Activity record for emails saved to creatio. | This unique ID is set in the "Notes" field of the Activity record for emails saved to creatio. | ||
If the email has already been filed against say an opportunity then this "opportunity" record will be | If the email has already been filed against say an opportunity then this "opportunity" record will be in the matches. | ||
For emails not previously filed the email from address is used to match on the | For emails not previously filed the email from address is used to match on the | ||
* Contact (Email) | * Contact (Primary Email) | ||
* Lead (Email) | * Lead (Primary Email) | ||
* Account (domain from Web value) | * Account (domain from Web value) | ||
- | ..coming Feb 26 | ||
** | * Email Conversation Id - this is stored when an email is saved | ||
* Contact (Any Email) | |||
* Account (Any Email) | |||
* Lead (Primary Email) | |||
* Account (domain from Web value) | |||
==== How does Account matching work ==== | |||
We have an Account (Accom) with | We have an Account (Accom) with | ||
| Line 24: | Line 30: | ||
and this matches to this "Accom" record as the email domain "Accom.com" is in the Web value "https://www.accom.com" | and this matches to this "Accom" record as the email domain "Accom.com" is in the Web value "https://www.accom.com" | ||
==== Smart Matching-coming Feb 26 ==== | |||
Note this is enabled by default. Also this only checks Activities created within the last 90 days for speed reasons. | |||
The email conversion id is used to find a match. | |||
Some examples | |||
The first example is from a match on the email id (entryid) and so the email had been filed against this record. | |||
[[File:oppo match1.png|300px]] | |||
Latest revision as of 13:44, 13 February 2026
How email matching works
Emails all have a unique ID and when an email is filed to Creatio an activity record is created. This unique ID is set in the "Notes" field of the Activity record for emails saved to creatio.
If the email has already been filed against say an opportunity then this "opportunity" record will be in the matches.
For emails not previously filed the email from address is used to match on the
- Contact (Primary Email)
- Lead (Primary Email)
- Account (domain from Web value)
..coming Feb 26
- Email Conversation Id - this is stored when an email is saved
- Contact (Any Email)
- Account (Any Email)
- Lead (Primary Email)
- Account (domain from Web value)
How does Account matching work
We have an Account (Accom) with
Web = https://www.accom.com
and there is an email from
jane@Accom.com
and this matches to this "Accom" record as the email domain "Accom.com" is in the Web value "https://www.accom.com"
Smart Matching-coming Feb 26
Note this is enabled by default. Also this only checks Activities created within the last 90 days for speed reasons.
The email conversion id is used to find a match.
Some examples
The first example is from a match on the email id (entryid) and so the email had been filed against this record.
