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    • How to retrieve specific information from emails...
      How To posted Sep 24 by Matt Strenz
      127 Views, 1 Comment
      Feature:
      How to retrieve specific information from emails being collected
      Instuctions:

      If you are using email collecting and want to be able to retrieve information from the body of the email and insert this into a specific field you can use a calculated field and the snip() function to retrieve data as long as there is some standard format in which the data is received.  For Example; you might want to retrieve a order number from an email and insert this into a field.  To do this you would follow these simple steps:

      1. Setup collection on the email address.
      2. Create a new calculated short answer field
      3. Use the formula snip(Body,"Order Number"," ")
      In this case we're putting the body of the email collected into a field named "Body" and then telling TrackVia to retrieve all the information that is between the text "Order Number" and the next blank space.

    Comments

    • I was just trying to figure out how I could utilize the email collection feature...this is exactly what I was looking for.

      Thanks!