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.
- Within the admin portal, navigate to Mail flow > Rules
- Press Add a rule and then Create new rule from the dropdown.
- 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'
- On the next page, check the box titled Stop processing more rules.
- Press Next and then Finish to complete the creation of this rule.
- 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.