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Outlook 2010 Essential Training
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Setting rules to handle incoming email


From:

Outlook 2010 Essential Training

with Karen Fredricks

Video: Setting rules to handle incoming email

Using Outlook Rules is an easy way to put your Inbox on Autopilot. Unlike the Quick Steps feature that you use on an item-by-item basis, the Outlook Rules will keep tabs on your incoming e-mail and deal with them automatically. So we're going to start by creating a rule for a very common scenario, and that is that your customers might make purchases from your Web site, and every time they do you receive an e-mail telling about the transaction. Now I'm going to cheat a bit by selecting one of those messages now. I'm going to show you why in a second.
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  1. 1m 14s
    1. Introduction
      1m 14s
  2. 9m 46s
    1. The Outlook interface
      2m 46s
    2. Starting Outlook
      2m 35s
    3. Setting up IMAP/Exchange accounts
      2m 0s
    4. Setting up POP accounts
      2m 25s
  3. 33m 47s
    1. Introducing contacts
      2m 14s
    2. Adding contacts
      6m 7s
    3. Working with business cards
      4m 42s
    4. Viewing contacts
      5m 31s
    5. Searching for contacts
      3m 13s
    6. Creating contact folders
      6m 33s
    7. Creating contact groups
      5m 27s
  4. 21m 24s
    1. Introducing email
      2m 1s
    2. Finding the inbox
      3m 18s
    3. Reading email
      3m 12s
    4. Flagging and categorizing messages
      5m 9s
    5. Organizing messages with folders
      3m 7s
    6. Searching for messages
      4m 37s
  5. 23m 56s
    1. Creating new messages
      4m 48s
    2. Formatting a message
      4m 0s
    3. Replying and forwarding
      2m 54s
    4. Adding attachments
      2m 50s
    5. Working with signatures
      4m 1s
    6. Working with autocorrect and quick parts
      5m 23s
  6. 12m 23s
    1. Setting up protection levels
      5m 34s
    2. Sending spam to the trash pile
      2m 25s
    3. Recovering messages from the spam folder
      4m 24s
  7. 22m 51s
    1. Introducing Calendar
      3m 26s
    2. Creating appointments
      4m 49s
    3. Creating meetings
      4m 7s
    4. Creating and working with multiple calendars
      4m 22s
    5. Setting events and holidays
      6m 7s
  8. 36m 35s
    1. Deleting items from Outlook
      3m 52s
    2. Configuring options
      4m 25s
    3. Using the Conversation view
      3m 34s
    4. Quick Steps
      5m 57s
    5. Setting rules to handle incoming email
      4m 47s
    6. Using drag and drop
      3m 26s
    7. Cleaning up your inbox automatically
      5m 48s
    8. Managing Outlook data
      4m 46s
  9. 12m 52s
    1. Outlook Social Connector
      3m 7s
    2. Subscribing to blogs
      2m 50s
    3. Creating notes
      2m 33s
    4. Creating and organizing tasks
      4m 22s
  10. 28s
    1. Goodbye
      28s

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Outlook 2010 Essential Training
2h 55m Beginner Jun 22, 2010

Viewers: in countries Watching now:

In Outlook 2010 Essential Training, author Karen Fredricks provides in-depth instruction on the key features of Outlook 2010. The course shows how to master fundamental Outlook features including sending and receiving email, creating an address book, and scheduling activities and tasks. It also covers basic administrative tasks including backing up the data file, setting up email accounts, and organizing data both manually and automatically.

Topics include:
  • Using the Office 2010 Backstage View
  • Using and customizing the Office 2010 Ribbon
  • Using Outlook as an email client
  • Filtering email with Quick Steps
  • Scheduling with multiple calendars
  • Creating tasks for to-do items
  • Taking notes
  • Adding multiple addresses and phone numbers for contacts
  • Reading blog posts
  • Integrating with social networking sites
Subjects:
Business Computer Skills (Windows) Email Teacher Tools Education Student Tools
Software:
Outlook
Author:
Karen Fredricks

Setting rules to handle incoming email

Using Outlook Rules is an easy way to put your Inbox on Autopilot. Unlike the Quick Steps feature that you use on an item-by-item basis, the Outlook Rules will keep tabs on your incoming e-mail and deal with them automatically. So we're going to start by creating a rule for a very common scenario, and that is that your customers might make purchases from your Web site, and every time they do you receive an e-mail telling about the transaction. Now I'm going to cheat a bit by selecting one of those messages now. I'm going to show you why in a second.

I'm going to head up to the Rules icon, which is the Move section of my Home tab, and give it a click, and click on Create Rule. Now this is an easy way to create a very fast rule, because Outlook is going to try to figure out what I want, and it's going to try to determine am I looking for messages that are coming in from Sharon, or am I looking for things in the Subject line, such as New Purchase Submission? Well, I'm looking for those New Purchases, so I'm going to select that choice. Now Outlook is going to ask me what I want to do with those messages, and I'd like to move them to a folder.

In this case, I had already set up a new subfolder called, I've Gotta Sale!, and that's what I'm going to use. But I could also click on Select Folder and select a different folder, if I wanted. Now once I click OK, Outlook is going to create that rule and ask me if I'd like to run that rule now, or if I'd just like to apply it to all new e-mail that arrives on this scene. I'd really like to apply that rule now, so I'm going to run the rule and click OK.

Magically, all those e-mail messages disappear from my Inbox, but if I'd look over the I've Gotta Sale! folder, there they are. Now in the future, I can simply look at that folder and check to see if there's a number appearing in parentheses to the right of the folder name. That's an indication that new orders have arrived, and I need to act on them. Now that worked really well, but I can actually be a little fancier when I create my rules. So for now, I'm going to move all these incoming e-mail back to my Inbox and start again.

I'm going to go over to the Rules area, and this time I'm going to click on Manage Rules & Alerts. I'm going to be changing my New Purchase Submission rule, so I'm going to click on Change Rule. Now if I wanted to just make some simple changes, such as marking the e-mail as high priority or moving it to a different folder, I could choose one of those options. But I'd like to get just a little bit fancier, so I'm going to go into my Edit Rule Settings. Now basically what you're seeing here is my criteria at the top and the specific value down on the bottom; for example, I'm looking for e-mail with specific words in the subject, and down here it tells me, what those specific words are.

I'm going to expand that rule a little bit by including specific words in the body. And now I'm going to click on specific words down here and change the value to the word "red," because I'm looking for those orders that have to do with red widgets, and of course, I can add as many words as I want and then I click OK. This time I want those e-mails to move into my Red Widgets folder, so I'm going to specify the folder, give it a click and change it to my Red Widgets folder and click OK.

Now when I click Next, we can also decide on some other things that can happen when that mail arrives; for example, I might want to forward that mail on to my supervisor, to let them know that I'm going to be getting a bonus soon. When I click Next to continue I can also put in exceptions; for example, I might be looking for things that say the word red but not the word white. I'll click Next to continue. I am allowed to rename that rule.

This time I'm going to call it the Red Widget rule, and I'm going to turn the rule on now, and I can actually run this rule for all the messages that are sitting in my Inbox. I click Finish, and I click OK to close the Rules & Alerts window. Now this time it didn't act on these two messages because if I open them up, they have nothing to do with Red Widgets; however, if I go to my Red Widgets folder, I can see that all those messages specify red widgets.

Wouldn't it be wonderful if you could click a button to instantly organize your closet? Well, I can't promise you that, but with Outlook you can put your Inbox on Autopilot.

Find answers to the most frequently asked questions about Outlook 2010 Essential Training.


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Q: The author covers Quick Parts in detail in Chapter 4, but doesn't mention how to delete them. How do I delete Quick Parts?
A: To delete a Quick Part, go to the Insert tab on the Ribbon. Select the Quick Parts dropdown menu and right-click on the Quick Part. Choose Organize and Delete.

The Organize and Delete dialog box will open. Select the Quick Part and clock Delete.

Note: The Organize and Delete option is selectable only in rich text editing mode. If you are composing an email in plain text mode, the option will appear grayed out.
 
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