Chapter 11. Processing Messages Automatically

If you receive a lot of messages, you might want to have the messages analyzed as they come in, to perform actions on them before you read them. For example, you can have all messages from a specific account sent to a specific folder. Perhaps you want messages that come from specific senders to be assigned high priority. Microsoft® Office Outlook® 2007 lets you manipulate your incoming messages to achieve the results you want. This chapter shows you how, starting with an overview of message rules.

Understanding Message Rules

A message rule defines the actions that Office Outlook 2007 takes for a sent or received message if the message meets certain conditions specified by the rule. For example, you might create a rule that tells Outlook 2007 to move all messages from a specific Post Office Protocol 3 (POP3) account into a specified folder rather than leaving them in your default Inbox. Or you might want Outlook 2007 to place a copy of all outgoing high-priority messages in a special folder.

In Outlook 2007, you use one or more conditions for defining a message rule. These conditions can include the account from which the message was received, the message size, the sender or recipient, specific words in various fields or in the message itself, the priority assigned to the message, and a variety of other conditions. In addition, you can combine multiple actions to refine the rule and further control its function. For example, you might create a rule that moves all your incoming POP3 messages to a folder other than the Inbox and also deletes any messages that contain certain words in the Subject field. Although not a complete list, the following are some of the most common tasks you might perform with message rules:

  • Organize messages based on sender, recipient, or subject.

  • Copy or move messages from one folder to another.

  • Flag messages.

  • Delete messages automatically.

  • Reply to, forward, or redirect messages to individuals or distribution lists.

  • Respond to messages with a specific reply.

  • Monitor message importance (priority).

  • Print a message.

  • Play a sound.

  • Execute a script or start an application.

Note

For details on how to generate automatic replies to messages, see "Creating Automatic Responses with the Out Of Office Assistant" and "Creating Automatic Responses with Custom Rules" in Chapter 13.

Whatever your message processing requirements, Outlook 2007 probably offers a solution through a message rule, based on either a single condition or multiple conditions. You also can create multiple rules that work together to process your mail. As you begin to create and use message rules, keep in mind that you can define a rule to function either when a message is received or when it is sent. When you create a rule, you specify the event to which the rule applies.

You create all message rules in the same way, regardless of the specific purpose of the rule. Rather than focusing on defining rules for specific tasks, this chapter explains the general process of creating rules. With an understanding of this process, you should have no problem setting up rules for a variety of situations. In fact, creating message rules is relatively easy, thanks to the Outlook 2007 Rules Wizard.

In Outlook 2007, choose Tools, Rules And Alerts. You’ll first see the Rules And Alerts dialog box, shown in Figure 11-1. The E-Mail Rules tab contains all the existing rules that you have defined. Outlook 2007 applies the rules in the order in which they are listed, an important fact to consider when you’re creating rules. To start the Rules Wizard, click New Rule.

The Rules And Alerts dialog box displays existing rules and allows you to create and modify message rules.

Figure 11-1. The Rules And Alerts dialog box displays existing rules and allows you to create and modify message rules.

You might use certain rules all the time but use others only at special times. Each rule includes a check box beside it. Select this check box when you want to use the rule; clear it when you want to disable the rule.

Note

You can’t open the Rules And Alerts dialog box if you are working offline with a Microsoft Exchange Server account.

Note

For more information about determining the order in which message rules execute, see "Setting Rule Order" later in this chapter.

Troubleshooting

Rules don’t work for some of your accounts

If some of your rules work only for certain accounts and not for others, the problem could be that some of those accounts are Hypertext Transfer Protocol (HTTP)–based mail accounts. The message rules in Outlook 2007 do not process messages sent to or received from HTTP-based mail accounts, such as Microsoft Hotmail®, nor can you manually apply rules to process messages in the Inbox sent from HTTP accounts after the messages have been received. Check with your HTTP mail service provider to determine whether it offers server-side message rules that you can use in place of the Outlook 2007 message rules to process your messages.

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