Email Completer

Validate, correct and complete E-Mail adresses automatically

Email Completer Email Completer

Validate, correct and complete E-Mail adresses automatically

Intent

Validate, complete and correct the email addresses of contacts and leads.

Functionality

Entering contacts:
After entering the first name, surname and parent account - depending on the add-on configuration - email addresses are completed/corrected and validated or only validated or only completed/corrected.
Prerequisite for completion: Another contact exists with the same employer with a registered email address.

Update of contacts:
After updating the first name or surname or the employer - depending on the add-on configuration - the email addresses are completed/corrected and validated or only validated or only completed/corrected.
Prerequisite for completion: There is another contact with the same parent account with registered email address.

Entering leads:
Entering the email addresses, starts their validation.

Update of leads:
Updating the email addresses starts their validation.

Mass comparison:
You have the choice of, whether email addresses should only be validated or completed/corrected and validated or should only be completed/corrected.
Views can be selected for mass comparison (e. g. contacts that have not been validated/completed/corrected for more than 6 months)

Accounts:
The add-on offers no functionalities with respect to validation/completion/correction of email addresses of accounts, since it does not make sense to write to companies via email addresses (info@firmenname.com).

Configuration

  1. Flexible mapping of CRM attributes (e. g. email address, date updated successfully, date not updated successfully, etc.)
  2. Setting, whether:
  • it should be validated or not
  • it should be completed, if email addresses are missing
  • whether it should be corrected, if an existing email address does not correspond to the one determined by the add-on.

Advantage

  • Increase in CRM data quality, by enhancement and validation of email addresses
  • Better accessibility to your customers
  • Economical communication via email
  • Less returns to be reworked because of non-accessability

 

Remark on email validation:

In order to enable the email validation it is necessary to create an account on our serviceprovider (where you can purchase credits). It is imperative, that the selected attributes are visible on the relevant form (leads or contacts).

Recommendation

We recomend to add new attributes to store the results of the EmailCompleter.

Additional Information

No documents available

Always the adapted AddOn version!

The Software Assurance ensures smooth and trouble free running of the AddOns. Profit from always up-to-date technology updates, like new versions of Microsoft Dynamics 365, functional updates and patches.

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Prices

AddOn EmailCompleter
Server license < 51 User 1900 CHF
Server license < 101 User 2850 CHF
Server license < 201 User 3800 CHF

Annual Software Assurance is 18% of the license price

In case your CRM has a higher amount of users or you would like to receive an individual offer, please contact us directly.

Releases
Version 4.1.0
Date of publication 29.06.2010
Language * DE / EN

* Additional languages can be provided on request