How to access, create & manage email rules

There will be occasions where you will want to apply conditions and actions to organise your mailbox.

How to access the email rules settings?

Click on your initials logo at the top right side of your main Shipfix page to open the drop down menu and select 'Email Rules'  

You will now see the emails rules screen below where you can edit pre-existing rules, duplicate rules and create new rules.

 

How to create new email rules?

Click the initials icon at top right of the main Shipfix page. select 'Email Rules' 

Click next to 'PERSONAL RULES or next to 'SHARED RULES'
Double click on the rule to rename the rule.

 

You can now start to add in conditions to the right of the page as per the image below

 

How to manage email rules?

Click the initials icon at top right of the main Shipfix page. select 'Email Rules' 

Now you can duplicate, rename or delete a rule 

To 'DUPLICATE' select

As per the main screen image you will see that the rule has copy next to it 

Now you can start to amend your conditions and rename.

How to Rename a Rule?

either double click on the rule name or click into the pencil icon.

 

How to set expiry date for a rule? 

Click into 'SET EXPIRY' on the right side of the screen

Now select the date you would like the rule to expire and click 'SAVE RULE' at the bottom right of the page 

How to delete a rule?

Select rule you wish to delete & click the icon 

The screen below will appear, type in the rule name to confirm and click delete.