How do I configure and use more Rule-based triggers (Advanced)?
Introduction
There are various scenario's in which rule-based triggers can effectively be used to filter and route conversations based on rule based triggers. Therefore, in order to effectively configure your rule-based triggers, the following articles describes these scenario's and how to configure rule-based triggers for each scenario.
Trigger ON a specific email address OR SUBJECT
In order to set up a trigger to filter out the emails sent by a specific email address you can follow the steps below:
Set 'Condition matching' to 'All of the condition(s) (sets) are met' for the trigger and the set.
Set the condition to 'From'/'Subject' - 'does' - 'contain'
Enter the email address you wish the trigger to apply to
Optional steps:
Click 'Add tag(s)' to set the tag to automatically be added when the trigger conditions are met.
Routing, either to the 'unwanted box' which will automatically archive after 7 days, or directly to the archive.
Trigger ON BOTH a specific email address and subject
In order to set up a trigger to filter out the emails sent by a specific email address in combination with a specific subject you can follow the steps below:
Set 'Condition matching' to 'All of the condition(s) (sets) are met' for the trigger and the set.
Set the condition to 'From' - 'does' - 'contain'
Enter the email address you wish the trigger to apply to
Add a second condition to the set
Set the condition to 'Subject' - 'does' - 'contain'
Enter the subject you wish the trigger to apply to
Optional steps:
Click 'Add tag(s)' to set the tag to automatically be added when the trigger conditions are met.
Routing, either to the 'unwanted box' which will automatically archive after 7 days, or directly to the archive.
Trigger ON ONE OF Multiple email addresses OR subjects
In order to set up a trigger to filter out the emails sent by one of multiple email addresses or subjects you can follow the steps below:
Set 'Condition matching' to 'One of the condition(s) (sets) are met' for the set.
Set the condition to 'From'/'Subject' - 'does' - 'contain'
Enter the email address you wish the trigger to apply to
Add a second condition to the set
Set the condition to 'From'/'Subject' - 'does' - 'contain'
Enter the subject you wish the trigger to apply to
Optional steps:
Click 'Add tag(s)' to set the tag to automatically be added when the trigger conditions are met.
Routing, either to the 'unwanted box' which will automatically archive after 7 days, or directly to the archive.
Trigger ON ONE OF Multiple email addresses and subject COMBINATIONS
In order to set up a trigger to filter out the emails sent by one of multiple email addresses or subjects you can follow the steps below:
Set 'Condition matching' to 'One of the condition(s) (sets) are met' for the trigger.
Set the 'Condition matching' of the set to 'All of the condition(s) (sets) are met'
Set the condition to 'From' - 'does' - 'contain'
Enter the email address you wish the set to apply to
Add a second condition to the set
Set the condition to 'Subject' - 'does' - 'contain'
Enter the subject you wish the trigger to apply to
Add a second condition set to the trigger
Repeat the steps above to configure a second condition set
Optional steps:
Click 'Add tag(s)' to set the tag to automatically be added when the trigger conditions are met.
Routing, either to the 'unwanted box' which will automatically archive after 7 days, or directly to the archive.
