Where can I learn to set up an email parsing rule?

A basic parsing rule would be one which extracts a data value which can be found inside the body of the email. Ideally this value has a preceding label which stays the same in all emails (e.g. "First Name:", "Order ID:", "Shipping Address:", ...).

  • Select a data source (e.g. text body)
  • Add a first text-filter which defines the start of your variable (e.g. search for "Order reference: ")
  • Add another text-filter which defines the end of your variable (e.g. "end of line")
  • Refine the result with additional text filters

The following screencast is a good starting point. It shows you how you can build up your own parsing rules step by step.

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