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Manage Mail Parser

What this does​

This guide explains how to manage mail parser in Franmantra CRM.

Open a mail parser, review its details, update its status, change its settings, or turn it on and off.

Steps​

  • Log in with an account that can access business settings.
  • Know which mail parser you want to manage, such as Website Lead Parser or Support Email Parser.
  • Make sure you only delete a parser when it is no longer needed.

1. Open Mail Parser​

  1. In the header, click the settings icon.
  2. After you click the settings icon, you land on the business settings page.
  3. In the sidebar menu, click Mail Parser.
  4. The Mail Parser page opens with a list of existing mail parsers.
Dashboard header with the settings icon highlightedDashboard header with the settings icon highlighted Mail Parser list page showing parser records and row actionsMail Parser list page showing parser records and row actions

2. Change Mail Parser Status​

  1. On the Mail Parser list page, find the parser record you want to update.
  2. In that row, click the value in the Status column.
  3. A confirmation popup appears.
  4. Confirm the action to change the status from Draft to Public, or from Public back to Draft.
Mail Parser list page showing the status column for parser recordsMail Parser list page showing the status column for parser records

3. Open the Mail Parser Editor​

You can open the editor in two ways.

Click the Parser Name​

  1. On the Mail Parser list page, find the parser you want to update.
  2. Click the parser name, such as Website Lead Parser.
  3. The mail parser editor opens.
Mail Parser editor showing AI and enable switchesMail Parser editor showing AI and enable switches

Use the Row Action Menu​

  1. On the Mail Parser list page, find the parser row.
  2. Click the ... action icon in that row.
  3. In the action menu, click Edit.
  4. The mail parser editor opens.
Mail Parser actions menu with Edit and View optionsMail Parser actions menu with Edit and View options

4. Configure Email Content and Parsed Fields​

  1. In the parser editor, find the Email Content section.
  2. Choose Text or HTML from the format selector.
  3. Click Edit if you need to change the content.
  4. For HTML content, edit the HTML source and select visible text in the rendered preview.
  5. Choose a CRM field from Choose a field.... Use Search fields... to find a field quickly.
  6. Click Add Field to save the mapping.
  7. Review the mapping in the Parsed Fields panel.
  8. Click Save Content when you finish editing.

For an HTML parser, map at least one sample field and include a usable email or phone value before turning on Published. Franmantra validates the sample when you publish it.

Verification note: The repository includes Mail Parser screenshots, but not a dedicated current screenshot of the HTML preview-and-mapping flow.

5. View or Delete a Mail Parser​

  1. On the Mail Parser list page, click the ... action icon for the parser.
  2. In the action menu, click View.
  3. Review the parser details.
  4. If the parser should be removed, use the delete action from the details page.
Mail Parser detail page for reviewing or deleting a parserMail Parser detail page for reviewing or deleting a parser

6. Enable or Disable Mail Parser Options​

In the mail parser editor, use the available switches to control how the parser works.

  • Turn the AI switch on to enable AI for the parser. Turn it off to disable AI for that parser.
  • Turn the Enable switch on to keep the parser active. Turn it off to disable the parser without deleting it.
Mail Parser editor showing the AI switch and Enable switchMail Parser editor showing the AI switch and Enable switch

What happens next​

The mail parser uses the latest settings and status you saved. If Enable is turned off, the parser stays in the system but does not run as an active parser.

Notes​

  • Use Edit when you need to change parser settings.
  • Use View when you only need to review parser details or delete the parser.
  • Use Draft while you are still reviewing a parser, and use Public when it is ready to be available.
  • Turning off AI does not delete the parser.
  • Turning off Enable is useful when you want to pause a parser instead of deleting it.

Result​

The change is saved in Franmantra CRM and is available to users with the right permissions.

Troubleshooting​

  • If you cannot see the option, check your role permissions or ask an admin to update your access.
  • If the update does not appear immediately, refresh the page and confirm you are in the correct Sub-account.