Before you start
If you haven't already, be sure to complete all steps in the Configure Email Integration for Microsoft Exchange
By default, using the Connectors we set up in the guide up until this point, nothing will be EchoMarked. The rule created in this guide will initiate marking for messages and attached PDFs sent from members of the group specified below when they use the Outlook Add-in. If you want to enable marking for your entire organization, select a group that contains everyone in your org.
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 by add-in Apply this rule if The sender is a member of this group [select a group] And The message headers... matches these text patterns 'x-echomark-options' message header matches '[\s\S]*' 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 group you specified. You can EchoMark messages by sending them from accounts that are part of the group specified above when the Outlook Add-in is open and enabled.