| 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: Click 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: Click 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: Select a part of the e-mail message (ex:
Subject and Body Combined) to search.
- Operator drop-down: Select an operator.
- Equals: Finds e-mail items where value in field equals
value in right-most drop-down.
- Not equal: Finds e-mail items where value in field does
not equal value in right-most drop-down.
- Like: Finds e-mail items where the value matches the
value and its wildcard in the right-most drop-down. (ex: Jo% will find Joe,
John, etc.).
Note: Use % or * as the wildcard character.
For example, enter John% to find all e-mail 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 e-mail items that do not match a
value and its wildcard.
- Empty: Finds all e-mail items where the field value is
empty.
- Not empty: Finds all e-mail items where the field value
is not empty.
- Greater than: Finds all e-mail items where the value is
greater than the value in the right-most drop-down box.
- Greater or equal: Finds all e-mail items where the
value is greater than or equal to the value in the right-most drop-down box.
- Less than: Finds all e-mail items where the value is
less than the value in the right-most drop-down box.
- Less or equal: Finds all e-mail 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
e-mail items that contain the text in the right-most drop-down box.
- Does not contain: Finds e-mail items that do not
contain the text in the right-most drop-down box.
- Begins with: Finds e-mail items that begin with the
value in the right-most drop-down box.
- Ends with: Finds e-mail items that end with the value
in the right-most drop-down box.
- Is: Finds e-mail items where value in field is an exact
match to value in right-most drop-down.
- 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, then the available operators are Equals or Not
Equals, and the available values are True or False.
|
