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User Guide › MetriMail

Email responder rules

Sort incoming email automatically before anyone sees it.

For: Admins

Steps

  1. 1Go to Settings → Mail → Responder rules and select Add rule.
  2. 2Add conditions, for example Subject contains any of “invoice, bil” or Sender domain is …
  3. 3Add actions: route to a team, assign, tag, close, mark as spam, reply with a template or don't acknowledge.
  4. 4Tick “Stop after this rule” to skip the rules below when it matches.
  5. 5Use the arrows to set the order — the first matching rule runs.
  6. 6Use Test an email to see which rule a sample message would match. Nothing is sent or saved.

Related guides

  • Connect a mailboxLink support@ or sales@ so customer email arrives in MetriCRM and replies go out from your own address.
  • The shared inboxWork through customer email together without stepping on each other's toes.
  • Reply, undo and send laterWrite replies with templates and AI, and recover from a mistaken send.
  • Email templatesReusable replies in three languages, with approval.

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