Workflow

Mailbox Exchange — Templates, categories and automatic replies

Connected Mailbox Exchange guides for templates, categories and automatic replies.

27 connected guidesLive filterPermission-aware instructions
27 guides
Guide

Open the Mailbox Exchange email-template register

Open the Mailbox Exchange email-template registerReview staff-owned templates.

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Create a Mailbox Exchange email template

Create a Mailbox Exchange email templateSave reusable content.

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Edit a Mailbox Exchange email template

Edit a Mailbox Exchange email templateUpdate an owned template.

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Activate or deactivate an email template

Activate or deactivate an email templateControl composer availability.

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Delete a Mailbox Exchange email template

Delete a Mailbox Exchange email templateRemove an owned template.

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Open the Mailbox Exchange category register

Open the Mailbox Exchange category registerReview staff-owned classifications.

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Create a Mailbox Exchange category

Create a Mailbox Exchange categoryCreate named coloured classification.

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Edit a Mailbox Exchange category

Edit a Mailbox Exchange categoryUpdate an owned category.

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Activate or deactivate a message category

Activate or deactivate a message categoryControl availability without deleting.

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Delete a Mailbox Exchange category

Delete a Mailbox Exchange categoryRemove through supported model action.

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Open the Mailbox Exchange automatic-reply register

Open the Mailbox Exchange automatic-reply registerReview staff-owned rules.

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Create a Mailbox Exchange automatic-reply rule

Create a Mailbox Exchange automatic-reply ruleBuild account, sender, subject, frequency and schedule conditions.

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Choose all or selected accounts for an automatic reply

Choose all or selected accounts for an automatic replySet rule mailbox scope.

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Configure automatic-reply sender scope

Configure automatic-reply sender scopeChoose any, only-list or exclude-list.

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Configure automatic-reply sender matching

Configure automatic-reply sender matchingChoose wildcard, contains, equals or regex.

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Configure automatic-reply subject matching

Configure automatic-reply subject matchingChoose any/text/keyword/regex subject logic.

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Choose automatic-reply send frequency

Choose automatic-reply send frequencySend every match or once per sender.

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Configure automatic-reply subject placeholders

Configure automatic-reply subject placeholdersUse original subject in response.

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Write the automatic-reply body

Write the automatic-reply bodyStore response content.

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Limit automatic replies to weekends

Limit automatic replies to weekendsApply weekends-only condition.

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Configure an automatic-reply time window

Configure an automatic-reply time windowSet start/end/timezone.

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Set automatic-reply cooldown minutes

Set automatic-reply cooldown minutesLimit repeated responses.

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Set the automatic-reply maximum per day

Set the automatic-reply maximum per dayCap daily sends.

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Understand automatic-reply message exclusions

Understand automatic-reply message exclusionsKnow early skip conditions.

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Understand automatic-reply delivery and logging

Understand automatic-reply delivery and loggingKnow headers, logs and stop behaviour.

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Edit or disable an automatic-reply rule

Edit or disable an automatic-reply ruleChange matching or stop future execution.

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Delete an automatic-reply rule

Delete an automatic-reply ruleRemove through permission-checked action.

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