Support

Using e-mail

Description

You can use e-mail to create different types of cards in your collection. Just sent an e-mail to a unique mailbox that is automatically created an a new card will show up. It is a very easy way to get new data into cards.

Very useful for various scenarios, i.e:

  • Create new bookmarks by e-mailing a link
  • Collect feedback from users onto feedback cards which you can then process
  • Import e-mail messages into a CRM collection to keep with other customer information (using forwards)

How to use

Setting up a e-mail integration is very simple and will only take a few minutes:

  • Open the collection
  • Click the "Integration" link in the top right corner
  • Choose "Add"
  • Select "Email"

Now you are asked what kind of card you want to create when an e-mail arrives.

Next you can select what you want to do with the subject, send address and e-mail body when an incoming e-mail is processed. For each of these e-mail parts you can select in which field the data should be stored.

For example, when accepting bookmarks via e-mail:

  • Subject -> Field "Bookmark Title" (text field)
  • Description -> Field "Bookmark Link" (url field)

Finally click save. Now a new, unique, e-mail address will be created and show, in the @in.use.cards format You can now use this address to create new cards.

Tip: Use multiple integrations

You can use mulitple e-mail integrations in a single collection. Use this when information from different systems or people with different roles should be collected.

Tip: Use forwards

Use an automatic forwarding from your personal mailbox or from another application to create cards. You can use the e-mail address created in the CC or BCC field.

Tip: Automatic links based on e-mail address

For specific applications it can be handy to automatically link the card created from an e-mail, for example to a person card for which the email address equals the sender address of the e-mail.

This is done automatically. Just link the card on which the integration is created to any other card containing an e-mail field.