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Learning Center / Mailbox Administration and Workflow Configuration / Rules

Tagging Rules

Learn how to create tagging rules in Emailgistics to automatically apply tags to incoming emails based on specific conditions. This tutorial will guide you through setting up rules to streamline your workflow, ensuring emails are categorized and organized without manual effort.

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Course Content

Mailbox Administration and Workflow Configuration

of 25 lessons completed
1. Understanding User Roles In Emailgistics
2. Setting and Modifying User Availability and Schedule
3. Assignment Options and Max Messages For Users
1. Automatic Assignment Methods Explained
2. Assign to Previous Owner
3. Unassign at the end of user Schedule
1. How Emailgistics Rules Work and Rule Hierarchy
2. Assignment Rules
3. Tagging Rules
4. Creating Automatic Replies and Auto Forwarding
1. Intro to Templates
2. Creating And Modifying Templates
1. Intro to Tags
2. Creating Tags
3. Advanced Tagging
1. Intro to Alerts
2. Unanswered Alerts
3. Using Alerts with Tags and Advanced Alerts
1. Intro To Mailbox Schedules
2. Creating And Modifying Mailbox Schedule
3. Setting Holidays And Copying To User Schedule
1. Intro to SLAs
2. Setting Reply and Closed SLAs
1. Intro to Conversation ID
2. Applying Conversation ID to Subject and Customizing ID

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