Working with Auto Responder policies

Using Auto Responder, policies are defined to determine:

• Any automatic action(s) to be taken when emails are received

• The circumstances under which those actions are performed

• Any content that may be required to complete an action

These elements are summarized below.

Action(s) to be taken

The first step in creating a new policy is to choose the policy type. A range of policy types are available and different actions are associated with each one. For example, you might choose an automatic reply policy, which automatically sends a predefined response when emails are received, or you might choose a message redirection policy  which automatically sends the email to an alternative address.

The circumstances under which a policy is triggered

For each policy, a wide range of conditions and exceptions can be specified to control the circumstances under which a policy is triggered. For example, you might need to apply different policies for different departments within your organization, or for individual staff members, or perhaps based upon the content or subject line of messages received. You can also use date range options to create policies which are only triggered at certain times and use next policy options to create a series of connected rules.

Content required for an action

Certain policy types trigger an action which requires you to provide predefined content. For example, when creating an automatic reply policy, the content of the automated response to be sent must be specified. This is done using templates; a number of standard templates are available and, if required, you can add your own using an intuitive template editor.

This section contains topics for working with policies, including:

• Accessing existing policies

• Policy types

• The anatomy of a policy

• Adding Auto Responder policies

• Cloning a policy

• Changing a policy

• Enabling and disabling a policy

• Removing a policy

You can also learn more about specific tasks, using the how to section for Auto Responder policies.