👋 Let's get Holmes setup with your EAP account.
Here's how to get setup:
If you prefer video, watch below 👇
If you prefer reading instructions with pictures, here you are👇
👉 Login to your EAP account here
👉 In your dashboard, click "APPS" 👇
👉 Select "Paths" 👇
👉 Select "Create New Path" 👇
👉 Name your path (name doesn't matter - whatever makes sense for you!). In the top middle dropdown box, select "Wildcard Email Parsing". In the email box, enter "firstname.lastname@example.org" 👇
👉 Then enter your email@example.com email in the "Email(s)" field 👇
👉 Click "Save" and you've created your first path! 👆
❗ NOTE: You'll need to turn on the Path you just made for every lead you want to send to Holmes ❗
👉 Go to your "Squeeze" App in your EAP Dashboard 👉
👉 Select the "Paths" app from your "Squeeze" management page 👇
👉 Turn on the Path you just created in the earlier steps, the click "OK" 👇
❗ NOTE: Squeeze is just 1 supported App that you can use for the Holmes Path. You can follow these same steps to setup this Path for the following EAP Apps:
- Contact Me
❗ These apps are highlighted below for your reference :)
You can setup your Holmes Path for any of these apps you'd like!
🎊 Nice job, your EAP leads will now be responded to by Holmes!
Okay, so here's how to make sure it's working
Go to a contact form that funnels to your CINC account on your website and fill out the lead inquiry form.
Please use your own name and phone number to fill out this test form. 😅
👍 You should have now received a response from Holmes via SMS through your Holmes Phone Number to the number you filled out.
You should also see a new lead in your Holmes Dashboard with the lead's contact details and with the message Holmes responded with.
Tell us if it didn't work!
If you aren't receiving a response from Holmes, or don't see the new lead in your Holmes dashboard, shoot us a message via the little floating live chat bubble in the bottom right of this page 😃
Or you can send an email to firstname.lastname@example.org and I'll get back to you!
- 🚀 The Structurely Team