00:00 Hello everybody, my name is Drew. We're going to talk about email parsing in ViveCloud. So our email parsing is designed for franchise sales slash development, and so we have these pre-built turnkey email parsing rules that make it easier than ever to be able to parse leads coming from franchise lead 00:30 sources. Now this is also, you should note, a part of our franchise sales engine subscription, so people who subscribe to that can download Enjoy, uh, turnkey email parsing, where you can be parsing from the lead sources that you use within minutes, and I'm going to show you exactly how to do that. 00:52 So, please note that this, uh, works off of our inbox sync. So basically, uh, inbox sync, that's ViveCloud, uh, sync with your email inbox, just like it says, uhm, and then when those leads, the email inbox by plotting recognize them and parse them so adding the contact to your system and make all sorts 01:19 of cool other stuff automations happen, uh, from there. So, you're able to get this going from the automations tab in the left sidebar, in the menu there you'll see email parsing, and that brings you to the page that we're on right now. 01:38 Uhm, if you haven't, uh, synced your inbox, that's really easy to do, there's a convenient button right up here in the upper right corner, uhm, And then you're able to see the rules in that rules card up at the very top. 01:57 If you're coming here for the very first time, you won't see anything. Listed right here, but there's that plus button that you can go to, to take a look at all of our available rules. 02:07 As of recording, there are over 30 of them, uh, and we're always adding new ones. By the way, if you are a Franchise Sales Engine subscriber, and you don't see a lead source listed here, that you're emailing or that you're receiving emails from for sales leads, let us know. 02:32 We'll be eager to add it to the list. And then also, as a part of that subscription, we are going to uhm, we maintain these as well. 02:43 So, if you're ever seeing an issue where one of your lead sources changes their format and it breaks the parse, let us know. 02:50 We'll be, uh, happy to, uh, to, to fix that for you. And at the end of this too, I'll be showing you a little bit of how to troubleshoot that and how to best send us information that will help us to, uh, to swiftly get that rectified. 03:06 So, yeah, we are looking at the list of sales leads right here. 03:18 There's a button right here to, a filter that you can apply to just kind of quickly search these because there are quite a few. 03:25 Uhm, but we're just going to look at an example right up here at the top for, uh, 1851 franchise. And, so, let's say you're buying leads from these guys and you want to start parsing them. 03:40 Well, you can do that really quickly. You just hit that add rule button and it will work down from the top. 03:46 So we've got the the criteria at the top here and you can see this as subject includes new lead from 1851 franchise. 03:55 So that tells you what our system is looking for to identify these leads. As they come in. So, in most cases, we're looking at the subject and, uhm, but if it is something else in addition to that, you'll see it all listed right there. 04:14 So that discloses what we're looking for. Now, you can also add additional criteria to this. Whether it mean that you want to only parse certain leads from a source or if there's just some additional criteria that you want to add, you can say like, only from a particular email. 04:39 Or, you want the subject to only include some other criteria or there's something in the body that you want to look for. 04:50 You are able to, uh, to add those additional criteria. This parsing section right here, uhm, this tells the system how to take the information from the lead and create a contact from it. 05:08 So a lot of it will be automatically filled out. If there's anything that you don't want to have added to the contact, you just want the system to ignore, that's where the do not map option comes in. 05:25 You might need to create custom fields for some information that, uh, especially if you're in a, like a new account, maybe net worth or something like that, uh, that isn't like a system, uh, field, you might need to have that added. 05:40 Um, but you can add those custom fields, uh, as needed. Note that if you're going to be texting these contacts, you will want to choose, for the phone field, you'll want that to be mobile phone, because mobile phone is the only contact phone number that we, that, that our system texts. 06:04 So that's a good one to check. Now looking over here, where you see the replace. Now this is something in most cases you won't need to change, but it's just good to, good to know what this does. 06:17 So let's say you, you buy a lead and nothing happens with that, with that lead. And then they, like six months later, wind up being sent to you as a lead again, whether it's from this lead source or maybe it's from a different lead source. 06:36 Our system, assuming that they have the same email address when they are sent in that second time, our system won't create a new contact. 06:48 Um, but, but what we're doing right here is telling our system, do we want that new information to be treated as the latest and greatest information and to replace whatever it is that is, uhm, already on that contact record? 07:07 In most cases that way you, you know, you will want that, you know, maybe their net worth has changed or maybe their last name has changed, things like that. 07:17 But in some cases you might also not want it to. And so you can actually have add to, and so where this really makes sense is like if they have a, if your lead source has a notes field, uhm, maybe you want that old, you want those old notes to be preserved and you also want to receive the new ones. 07:36 So in that case you would choose add to and our system will preserve the old value in that field and add the new information on top of Coming down here to mapping, this is where you can choose to have additional information added to the contact record. 08:00 In addition to, yeah, like whatever is sent to you in that, in that lead email. A common thing that, that people will choose to map is maybe the, the lead source, because perhaps that lead source itself might not have, you can actually see, uhm, like it looks like with 1851, there's no field here because 08:24 this is basically like a replication of what their lead emails look like and what they send to you. There's nothing here that says 18, you know, source. 08:35 So that could be a useful information to be able to track on a contact really easily. And so in that case, you would add a custom field to your system for lead source and then you would choose to have it, uhm, like, I don't know if I have that here necessarily, but you can, you could then just hard code 08:56 it so that every single lead that comes in from this source will have lead source equals 1851. Now, under automations, this is how you can have, in most cases, communications go out automatically to these leads. 09:18 Most people want to do this. So you would hit add automation and you can, you can see right here, you can choose to have a, an email sent, a text sent, or also in many cases, you don't want just one communication going out. 09:31 You want a whole sales automation being launched. That's where you want to choose launch series and you, uhm, just so you know, you will need to create that series template before you can add it to the parsing rule. 09:48 But once you've got that created, you can come in here and choose a series template, save it, save the automation, and once these leads come in and they get parsed, you'll have the, uh, the, uh, that, that, that series will be launched. 10:06 Also note, some people like to have an opportunity add to their pipeline every single time a lead comes in, and this is where you can make that happen, as well as, uh, just have one-off task created too. 10:27 Lastly under these actions here's where you can assign these leads to a different user. So if you have a sales rep working for you but the leads are coming in to you you can have all of these assigned to a different user in your account. 10:46 By the way, as a franchise sales engine, uh, subscriber, your account comes with three users right off the bat. So, uhm, so yeah, if you're not already using those you've got extra capacity in your account that won't cost you anything extra, uh, to add those people from your team into your account. 11:09 And then add to contact list. So for that, a lot of people like to do this. We're basically having a contact list for every lead source. 11:20 So you can just have a nice, easy, like, bucket, basically, in the account to, to look in if you want to see, like, what are all the leads that are coming in from a given source. 11:32 Alright, and then once you're ready, hit add rule and save parsing and you will then see, you'll see it listed under this rules tab, or this, this card up here. 11:47 If you ever need to turn it off, that's where those trash cans off on the right come in, as well as the manage rule button. 11:57 That's where you can just go back to the same page that we were on and turn on and edit this, uh, this parsing rule. 12:05 Just know that when you've added this, these leads are going to be getting parsed. Any automations that you have set are going to be live. 12:14 Um, so make sure you put this in place when you're ready for, for all of this stuff to happen automatically. 12:24 In the section down below, here's where you can see a log of everything that happens with your account's parsing. So, if you see a lead come in and you just www.com or or www.instagram.com you want to know, like, what happened. 12:44 What did I do with this? This is a great place to turn, because it's a log of every email that's parsed. 12:51 And, so you'll see right here, in this case, there's only one, one parsed lead that has come in, in this demo account. 13:00 Um, and so what we see here is, first of all, we see the name of the source, and you might have seen, actually, like we have a sample rule that you could actually use as a just kind of test parsing. 13:20 So you can feel free to add that, and you can actually send yourself, like, leads to, uh, to be able to just test things. 13:28 Um, so, yeah, right up here is where we see the name of the lead source. Beneath it, we see the name of the email that came in. 13:41 And, as you can see that this is a, uh, this is a link, I can click on it to view the email itself that came in. 13:50 So, see a nice easy way to reference those lead emails that hit your inbox so you can review them. Beneath that is the timestamp for when it took place. 14:05 And then off on the right here, we've got the parsed data. So right here, we can see, um, how our system parsed it. 14:16 And so, uh, what we're looking for, like, like you're really only going to be looking at the, looking for this, um, if something went wrong with the parse, or at least if you're checking to see if something went wrong with the parse. 14:28 So, what I'd be looking for here, trying to troubleshoot things, is does everything make sense? Is that actually the first name, the last name, the phone, the email? 14:40 If everything works, then looks good right here, then everything was, was parsed well. If it wasn't, you can then click on this debug parse button, and our system will, like, kind of recheck things and, um, and, and just kind of take another stab at, uh, at, at parsing. 15:01 And again, if, if things don't look good here you can send this this ID to the support team so you can see right here it says if you see an issue please email support and include the action ID and then you've got a like a code right there send that to us and we can take a look at what, uh, what went 15:26 on. And then down at the bottom here you can see, uh, it says updated Drew Ross and then there's a little tooltip saying view contact modal. 15:39 So this is also a really useful tool for checking the, checking the the contacts that have been parsed and it also where it says updated Drew Ross, the reason it was updated was because in this account there's already a contact under the name of Drew Ross. 15:59 It would otherwise have been say, I believe it's, um, like a created or added, uh, I think it probably would say created contact name. 16:08 Um, so that is telling you that that contact was created based on this leaving parse. If the contact already exists in the system, it will say updated, uh, contact name, but you can click on that and view the contact record, uh, without leaving the page that you're on to make sure that everything looks 16:29 good. Under the Activity tab right here, you can see what automations have been sent to that contact. All right. Well, I think that that just about does it. 16:42 Um, yeah, it's a really cool feature that we've got right here. Um, if you have any questions, by all means, please reach out. 16:52 We'd be more than happy to help. Thanks so much.