Auto CRM Posting from Any Email
REGARDLESS OF THE LOCAL EMAIL SYSTEM, YOU MAY USE IE. MICROSOFT Outlook, Etc... IF YOU want it to update your member CRM record in Chamber nation automatically, IT'S Here AND ready to go!
AUTOCRM
General Idea
As an additional feature to the CRM, AutoCRM allows a user to make a quick record in the CRM of their day-to-day emails to prospects and members. This is done by bcc-ing the autocrm@systemdomain.com address (where "systemdomain.com" is the native domain name of the system that you are operating within). Support will be happy to help you with this.
Configuration
- To configure, go to Configuration > CRM System
- Find the Auto CRM Settings
- Enter the emails to accept from, and enter the email addresses of the association rep(s) who will be using AutoCRM. This will limit usage to only emails with a from address matching these.
- Select a type for Record as Contact Type. This is the contact type for the contacts that will be recorded by AutoCRM
If an email is bcc'd to autocrm@, it will need to match with 1 database record only on the from address (the association rep) and 1 database record only on the to address (the member or prospect being communicated with). If there is not a match, an error message will be returned to you via email.
Error Report
In the configuration area, there is a link to an error report. In case you are having difficulty using the system... this will show the errors that are logged, when an email is set to autocrm@
Chamber Nation
Chamber Nation, a branch of EcTownUSA, LLC., is a tech company specializing in membership management automation and digital media solutions tailored for Chambers of Commerce and membership-based organizations. Our cutting-edge automated marketing platform empowers local businesses to engage with their target audience both online and in their communities through a blend of display, video, social, and mobile channels. Furthermore, our platform gives local businesses the ability to efficiently control their online display advertising in real-time utilizing our community marketplace and local welcome center ad distribution network.
When your Chamber of Commerce invests in membership services, Chamber Nation invests in you. Redirect the funds currently allocated for a database and website towards exceptional membership services, and we will include the database and related technologies as part of our low pricing.
GET IN TOUCH
PO Box 466 Conroe, TX 77305
Chamber Nation is a division of EcTownUSA, LLC.
Accounting Department:
PO Box 61626
Reno, NV 89506