Create an Email Monitor

Use the Email and Event Monitoring Manager to create Email Monitors to meet the specific needs of a company.

Create as many individual Monitors as required, but do not define multiple Monitors that monitor the same email account unless all but one is disabled; otherwise, the behavior of the Email Monitor is ambiguous.

To create a Monitor:

  1. Open the Email and Event Manager. See Open the E-mail and Event Manager.
  2. Select a subfolder (if needed).
  3. Select the Create New button Create New Button.
  4. Define general options for the Email Monitor (General page):

    To use email monitoring, there must be at least one email account set up.

  5. Define identity customer options to associate with incoming emails (Customer Identification page).
  6. Define conditions and associated actions for a Monitor (Monitors page).