Please print out this document from your browser and read before installing Emailrobot. After printing the document, go to the bottom of this page to proceed to download Emailrobot.
Welcome to the Emailrobot Getting started! This document is designed to help you get Emailrobot up and running as quickly as possible, and to save you a few headaches along the line!
For more detailed information, please consult the Emailrobot manual, which is installed after the Emailrobot installation. The manual can also be accessed or downloaded from our website.
Confident enough? Click here and go straight to download!
What
is Emailrobot
What can Emailrobot do?
How does it work?
Installing Emailrobot
Setting up Email management to work with
your mail server:
Setting up Email automation to work with
your mail server:
Built-in Emailmanager
Wizard scripting
Emailrobot is a revolutionary progam that can receive, process and send email (and even faxes) fully automatically, 24 hours a day, 7 days a week. In essence, Emailrobot will automate the routine parts of e-mail communication, leaving you more time to add the personal touch.
Emailrobot has two main functions: Email management and Email automation.
Email management
Email management helps you manage your corporate e-mail and can perform most common automation and management tasks, for example:
For more information see Chapter 3 of the manual
Email automation
Email automation allows you to automate your e-mail communications, for example:
To help you automate your email- communications, Emailrobot includes two scripting methods which each offer a different level of customisation. The more complicated and exceptional your company’s needs are, the more advanced the scripting method needs to be. All scripting methods can be accessed from the Emailrobot Task Manager.
The inbound wizard lets you setup complex processing of e-mail without scripting |
1. Advanced:
Emailrobot’s scripting Wizards (Chapter
4 of the manual)
provide more customised processing, such as processing
Web forms into a database, sending out personalised
mailings (for instance invoice reminders), and more
advanced personalised auto replies by linking to a
database. 2. Highly advanced: For complete customisation you can use the VBscript (Chapter 5) option. In this way, you can program Emailrobot to automate any e-mail related task you can come up with! You can also choose to ask GFI or your reseller to perform this programming for you. |
 The Emailrobot Task Manager: Your "control station" |
Emailrobot processes incoming and outgoing mail. To do this, Emailrobot makes use of three components: the actual Emailrobot, which sends and receives all e-mail and processes your scripts, the Emailrobot Task Manager with which you can configure what e-mail and how Emailrobot must process e-mail, and the Emailrobot Queue View in which you can check all outbound messages that Emailrobot has created. To be able to do this, Emailrobot must have access to all corporate mail and other mail that you wish to be processed by Emailrobot. |
| The mail that you wish to
be processed must be stored in one or more POP3
mailboxes, so that Emailrobot can retrieve the mail from
these mailboxes. This can be achieved in the following
way: Your SMTP/POP3 server picks up (or receives directly) your sales and support email, and forwards it to a dedicated mailbox, which is accessed by Emailrobot. The picture depicts an overview of the Emailrobot components and how it works with your SMTP/POP3 mail server |
 |
Before you install Emailrobot, make sure you have the following:
Please also check the following points:
To install Emailrobot, double-click on ‘erobot.exe'. Now just follow the steps outlined in the dialogs. Read more about how to setup Emailrobot with your mail server in Chapter 2 of the manual
Setting up Email management to work with your mail server:
| Create TWO additional
mailboxes for each e-mail address that you wish
Emailrobot to manage, for example sales@yourcompany.com
and salesout@yourcompany.com. The first mailbox will be
used by Emailrobot to pick up inbound corporate e-mail,
and the second mailbox will be used by Emailrobot to pick
up the replies of the Mail agents and send them out on
the Internet. All replies from the mail agents will
automatically be forwarded to this 'OUT' mailbox before
being sent out to the actual recipient. Emailrobot will
then store the reply messages and update the tracking
numbers. This process is completely transparent to the
mail agent. After you have created the mailboxes which Emailrobot must use for Email management, you will need to indicate them in the Email management set-up. This is done from the in the Mailbox tab located in the Email management dialog in the Configure menu of the Emailrobot task manager (See below). |
 The interaction of Emailrobot with your SMTP/POP3 server |
Setting up Email automation to work with your mail server:
In order for Emailrobot to process inbound mail, it must be able to download or retrieve the e-mail to process from a POP3 mailbox.
Create a mailbox in which Emailrobot should receive e-mail. (for example robot@yourcompany.com) This mailbox must be dedicated to Emailrobot, i.e. you must not use it to receive your personal or other e-mail in, because Emailrobot will process all e-mail which is received in that mailbox.
You must configure all the e-mail which you wish to be processed by Emailrobot to be forwarded to this mailbox. Because you can specify which e-mail Emailrobot should process, you can use one mailbox for multiple email addresses. For example, if you have a webform which sends mail to register@yourcompany.com and you have a webform which sends mail to order@yourcompany.com, you can forward both these mails to the Emailrobot mailbox (using aliases on your web/mail server). Then you will specify which e-mail should be processed by which script in the Inbound mail wizard.
After you have created the mailboxes which Emailrobot should use for Email automation you must specify the mailbox(es) and the appropriate mail server settings in the ‘Email automation’ dialog of the Configure menu in Task manager. How to do this is explained in the chapter 'Email automation' of the manual.
Now that you have configured Emailrobot to work with your mail server, you can start managing and automating your e-mail! Chapter 3 explains how you can setup & use the built-in Email Management feature to automate the most common automation and management tasks. Chapter 4 explains how you can automate e-mail communications. It explains how to use Emailrobot’s scripting Wizards. Finally, if you want to make custom programs for Emailrobot you can consult Chapter 5 and our website.
Configuring ODBC for Email management
Emailrobot uses ODBC to allow you to use different kinds of databases, giving you maximum flexibility. ODBC requires that any database you wish to use is added as either a user DSN (if you want it to be available to you only) or a system DSN (If you want it to be available to all users on this machine). This sounds more complicated than it is. To be able to use Email management, you will have to setup emanage.mdb, located in the emailrobot\database directory, as an ODBC data source. To do this:
Step 1: Go to the control panel
(from the task bar or from the My computer icon)
Step 2: Doubleclick on the ODBC icon. This brings up ODBC Data
source administrator dialog.
Step 3: Select 'Add'. This brings up the 'Create new data source'
dialog. A data source is essentially a database.
Step 4: Select 'Microsoft Access' (This requires that you have
Microsoft Access installed). This will bring up the dialog ODBC
Microsoft Access 97 Setup dialog.
Step 5: Give the database a name and description, then click
'Select' and select the emanage.mdb file.Click OK.
Your data source is now setup! You will have to select this datasource in the Configure email management dialog. If you wish to use other databases for Email automation, you will have to setup them up in the same manner.
Activating and configuring Email management
Startup the Emailrobot Task Manager from the program group. From the ‘Configure’ menu, select ‘Email management’.
This will start up a
dialog, which will contain all the corporate email
addresses for which you wish to setup the routing and
tracking. For example to setup support@yourcompany.com,
click ‘Add’ and enter the corporate e-mail
address (as it will be found in the to: field of the
incoming email). As soon as you have clicked
‘OK’, a properties dialog will appear, which
will contain the following tabs:
|
 The Email management configuration dialog |
In this way, you can add more corporate email address as you want.* However, remember that the LITE version is limited to 1 profile & 1 mailagent. Read more about configuring Email management now in Chapter 3 of manual.
After you have configured Emailrobot, you can put it through its paces with e-mail automation! With Email automation, you can automate an e-mail procedure such as sales follow up. To do this you can either use the inbound and outbound script wizards (Read more about using the Script Wizards now, or see Chapter 4 of manual) or you can create a custom script (Read more about using VBscript now, or see Chapter 5).
CONGRATULATIONS!
YOU ARE NOW READY TO INSTALL AND USE EMAILROBOT!
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