Automate Inbox Processing (Star / Flag)

User/Role assignment, automatic replies, staff notifications, and status updates can all occur automatically using the Rules Editor.

Before you create Inbox rules, you will first need to:

  • Add the Message Inbox query base from the Slate Template Library. This query base inherits exports and filters from the Prospects query base. Keep in mind that if you are using these inherited filters, messages that are not yet assigned to person records will be excluded from the results.
  • There are a number of standard filters available for this query base that you will be able to use in your rules, including filters based on the Created Date/Time, inclusion of an attachment, Inbox Group, etc.
  • Add the Details export and any filters that you will want to use for your rules from the Slate Template Library as well.

Resolve rules allow you to automatically mark a message as Resolved or Open. Messages will remain open until they are marked as resolved either manually or via a rule.

Important!

If the rule is configured to run Upon Message Receipt Only, keep in mind that there will not be a User or Role Group assignment at the time that the filters are evaluated, so you should not include the Role or User filter for Upon Message Receipt Only Assignment rules. You are able to use the Group filter, as the Inbox Group is determined immediately based on the email address used to send the message into Inbox.

  Best Practice

If you will have multiple Resolve type rules with the same Trigger, it is best to use an Exclusivity Group since a rule can be either Resolved or Open, but not both at the same time.

Star/Unstar Messages

Automatically stars or unstars a message based on filter criteria set by the rule.

  1. Click Database in the top navigation bar and select Rules Editor.
  2. Click New Rule.
  3. Enter the following configurations in the popup window:
    • Name - Star Message
    • Base - Message Inbox
    • Type - Star
    • Trigger - Upon Message Receipt or Nightly Processing
    • Folder - Inbox / Star
  4. Click Save.

Configure the appropriate filters:

  • Add any necessary filters

Configure the appropriate action:

  • Star - Set the action to Star or Unstar
Flag/Unflag Messages as Junk

Automatically flag or unflag a message as junk based on filter criteria set by the rule.

  1. Click Database in the top navigation bar and select Rules Editor.
  2. Click New Rule.
  3. Enter the following configurations in the popup window:
    • Name - Flag Message as Junk
    • Base - Message Inbox
    • Type - Junk
    • Trigger - Upon Message Receipt or Nightly Processing
    • Folder - Inbox / Junk
  4. Click Save.

Configure the appropriate filters:

  • Set any necessary filters

Configure the appropriate action:

  • Junk Flag - Set the action to Set Junk Flag or Unset Junk Flag
Set Fields

Automatically set a field based on filter criteria set by the rule.

  1. Click Database in the top navigation bar and select Rules Editor.
  2. Click New Rule.
  3. Enter the following configurations in the popup window:
    • Name - Set Field
    • Base - Message Inbox
    • Type - Field
    • Trigger - Upon Message Receipt or Nightly Processing
    • Folder - Inbox / Set Field
  4. Click Save.

Configure the appropriate filters:

  • Set any necessary filters

Configure the appropriate action:

  • Field - Select the field to be set by the rule
  • Action - Select the appropriate action the rule should take on the field selected
  • Value / Prompt - Select the corresponding value or prompt to be set automatically by the rule
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