You can use the General Use Email Parser to create lead cards from other lead sources that aren’t in the Aptly Email Parser list (See: Email Parsers). There are a few requirements for the incoming emails, but the General Use Email Parser setup has the same options that you can find in the Email Parsers article.
The General Use Email Parser is designed for creating lead cards only. If you want to create cards from other email sources see Inbox Rules.
How to Set Up Lead Emails
You can use this parser to send lead notification emails from your property website by creating a template to include relevant details from the lead. The information provided below can be shared with your web developer to ensure that the pertinent information is included in the body of the email.
For the General Email Parser to work, you’ll need to ensure that the incoming lead emails include the following information:
Subject
The subject of the email must include:
From Email
The email can come from any email address. It will not work with:
- Emails sent from an inbox to the same inbox
To: leasing@riseproperties.com
From: leasing@riseproperties.com
- Forwarded emails
Email Body
There are many fields that can be parsed from a General Email Parser. They just need to be clearly defined in the email body. We don’t recommend adding any formatting to the email as this can prevent the General Use Parser from working. Avoid italics, bold, underlining, etc.
The template can be any topic you’d like, however, to extract the data, each data point must be wrapped in this way:
<p>key: value</p>
Below you’ll find a list of required and supported fields. These fields must also exist on the target board in order for information to be correctly parsed.
Required Fields | Field Names |
Contact Name | - First Name & Last Name
or
- Full Name |
One form of contact required | - email
- phone
- home phone
- mobile phone
- work phone |
The email can include any of the following fields. The information from these fields will be parsed to the card as long as the fields are also added to the target board.
Optional Fields (Key) | Description |
aptletCardIsWon | True or omit
- use to show if the created card is a won lead |
aptletCardStage | use the exact name of the stage |
aptletCardName | title of the new card |
address | address will be added to the card in the address field |
zip | zip code of the property |
bath count | desired bath count |
bed count | desired bed count |
comments | single line of comments or notes |
company | company name of the contact |
credit score | credit score of the contact |
income | self-reported income of the contact |
lease term | lease term selected by contact |
occupant count | number of occupants |
pets | single line of pet information |
target move in | target move in date |
target price range | target price range |
tour notes | notes on any requested tour |
tour time | time for a requested tour |
unit type | notes on a requested unit type |
property name | name of the unit/building contact is interested in |
property address | street address of unit/building contact is interested in |
property city | city of the unit/building |
property state | stage of the unit/building |
property zip | zip code of the unit/building |
property full address | full address (address, city, state, zip) of the unit/building |
Sample HTML Email
<!DOCTYPE html> <html lang="en" xmlns="http://www.w3.org/1999/xhtml"> <head> <meta charset="utf-8" /> <title></title> </head> <body> <h2><strong>Bob Dole</strong> Is Requesting a Tour!</h2> <div> <p>full name: Bob Dole</p> <p>email: bobdole@gmaile.com</p> <p>phone: 777-555-4444</p> <p>tour notes: Looking to tour some time next week</p> <p>aptletCardStage: Tour Requested</p> <p>property name: 2125 West Elmside</p> <p>comments: Just got a new job in town and moving there soon. Pretty new to the area.</p> </div> </body> </html>
How to Turn on the General Use Parser
You can add the General Use Parser to any inbox.
- From the Inbox, click on Inbox Configuration > Inbox Rules.
- Select Email Parsers.
- Select the inbox and click + Add Parser. If using an inbox without any parsers, click + Add Inbox.
- From the Vendors list, locate General Use Parser. Check the box. If you expect the emails to come in with multiple leads within one email, you can also select General Use Parser - Multiple Leads.
- Select the Create Card options (See: Email Parsers).
- Click Save. The Email Parser will begin to parse emails for any new incoming emails in about 15 minutes.