| Existing record found
|
Select this check box to have associated
actions executed if an existing record is found (using the options selected on
the
ID
Existing Record page).
|
| Expression
|
Applies an Expression against an existing record that
CSM finds.
- Stored Expression: Select the ellipses button to open the
Expression Manager, and then select an existing stored Expression or create a
new stored Expression. Stored Expressions can be reused in numerous places in
CSM.
- Custom Expression: Select the
Custom Expression button to open the
Custom Expression Builder, and then create a custom Expression specifically for
this scenario.
Note: If this option is selected, actions are executed only if
an existing record is found and the Expression is true.
|
| Customer found
|
Associates actions are executed if a customer is identified
(using the options selected on the
Identify
Customer page in the
E-mail Event Monitor window).
Note: If a default customer is specified, that counts as
having found a customer.
|
| Field/Operator/Value
|
Select these check boxes to have associated actions executed
if the specified fields and values are found.
- Field drop-down list: Select a part of the email message
(example: Subject and Body Combined) to search.
Note: Some field options seem similar, but produce
different results when searching for matched values.
For example, if you select the
From field, validation is
performed against a concatenation of the user's name and email address (e.g.
"(Henri Bryce) [email protected]"). If you want the validation to run
against a name or email address only, choose
From (just name) or
From (just address).
- Operator drop-down list: Select an operator.
- Equals: Finds email items where value in field equals
value in right-most drop-down list.
- Not equal: Finds email items where value in field does
not equal value in right-most drop-down list.
- Like: Finds email items where the value matches the
value and its wildcard in the right-most drop-down list. For example, Jo% will
find Joe, John, etc.
Note: Use % or * as the wildcard character.
For example, enter John% to find all email items that start with "John." Do not
use the wildcard character at the beginning of the string if it can be avoided
(i.e., %SON), because the underlying database query will be very slow.
- Not like: Finds all email items that do not match a
value and its wildcard.
- Empty: Finds all email items where the field value is
empty.
- Not empty: Finds all email items where the field value
is not empty.
- Greater than: Finds all email items where the value is
greater than the value in the right-most drop-down box.
- Greater or equal: Finds all email items where the value
is greater than or equal to the value in the right-most drop-down box.
- Less than: Finds all email items where the value is
less than the value in the right-most drop-down box.
- Less or equal: Finds all email items where the value is
less than or equal to the value in the right-most drop-down box.
- Contains: Does a SQL Server Full-Text search to find
email items that contain the text in the right-most drop-down box.
- Does not contain: Finds email items that do not contain
the text in the right-most drop-down box.
- Begins with: Finds email items that begin with the
value in the right-most drop-down box.
- Ends with: Finds email items that end with the value in
the right-most drop-down box.
- Is: Finds email items where the value in the field is
an exact match to the value in the right-most drop-down box.
- Value: Provide a keyword or phrase, select a date/time,
etc.
Note: The operators and values vary depending on the fields
chosen. For example, if Has Attachments is selected in the Field drop-down
list, then the available operators are Equals or Not Equals, and the available
values are True or False.
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