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:
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Set 'Condition matching' to 'All of the condition(s) (sets) are met' for the trigger and the set.
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Set the condition to 'From'/'Subject' - 'does' - 'contain'
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Enter the email address you wish the trigger to apply to
Optional steps:
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Click 'Add tag(s)' to set the tag to automatically be added when the trigger conditions are met.
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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:
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Set 'Condition matching' to 'All of the condition(s) (sets) are met' for the trigger and the set.
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Set the condition to 'From' - 'does' - 'contain'
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Enter the email address you wish the trigger to apply to
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Add a second condition to the set
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Set the condition to 'Subject' - 'does' - 'contain'
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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'
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Enter the subject you wish the trigger to apply to
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Add a second condition set to the trigger
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Repeat the steps above to configure a second condition set
Optional steps:
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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.
