Configure Exchange for opt-in testing for a single user

Before you start

If you haven't already, be sure to complete all steps in the Prerequisites to enable EchoMark for Microsoft Exchange.

By default, using the Connectors we set up in the prerequisites guide, nothing will be EchoMarked. The rule created in this guide will initiate marking for messages and attached PDFs meeting the rule criteria.

Create a mail flow rule

The mail flow rule will determine which messages get EchoMarked. 

1. Within the admin portal, navigate to Mail flow > Rules
   
   
   
2. Press Add a rule and then Create new rule from the dropdown.
   
   
   
3. In the Set rule conditions page, you'll want to specify the conditions that messages must meet in order to get routed through EchoMark. Set the fields as follows:
   

   Name	EchoMark outbound
   Apply this rule if	The sender	is this person	[use your own email address]
   And	The subject or body	subject or body includes any of these words	#echomark
   Do the following	Redirect the message to	the following connector	EchoMark Outbound Connector
   Except if	The message headers...	includes any of these words	'x-personalized-for' message header includes 'recipient'
   Or	The message properties	include the message type	'Calendaring'

   
   
   
   
4. On the next page, check the box titled Stop processing more rules.
   
   
   
5. Press Next and then Finish to complete the creation of this rule.
6. Once the rule has finished saving, select the rule you just created from the Rules list, and from the panel that opens, enable your new rule by pressing Enable or disable rule.
   
   
   

Try it out

EchoMark is now active for the sender you specified. You can EchoMark messages by sending them from the email address entered in step 12 and including #echomark in the subject or body of the message.