Setting up email rules

Can I create email rules to automatically apply Tags to my emails?

Yes, you can! Email rules are used to automatically apply tags to incoming our outgoing emails from your mailbox.

How to create email rules

1. Go to the 'Rules' section in your Mailbox settings.

2. Either create personal or shared email rule

3. Choose whether the rule applies to inbound, outbound, or both emails.

4. Set Conditions

   • Select from the following condition categories:
     • General Email Conditions: (e.g., sender, subject)
     • Orders Email Conditions: (e.g., Laycan, Cargo size)
     • Tonnage Email Conditions: (e.g., Open Dates, Open Areas)
     • Ship Specification Conditions: (e.g., Ship size, Vessel name)

5. Set Actions

   • Choose one or multiple Tags to apply:
     • Person
     • Company
     • Job
     • Team
     • Ship
     • Port
     • Custom Tag (private or shared)
   • Set expiry date if needed
6. Click Save Rule

Important Note

• Email Rules only apply to new emails received after the rule is created.