Related articles

Edit and Delete Mail Distribution Rules

Edit and delete distribution rules, and what to expect once they are applied.

  1. From the main navigation menu, click Setup and select Project Settings.
  2. Click Mail and select Mail Types.
  3. To edit a rule, click on the three dots menu for the mail type you want to edit and select Edit Rules.
4. Under the Distribution Rules tab, you have the option of editing and deleting rules as needed. For more information see Create mail distribution rules.

What to expect when sending a mail with distribution rules applied

When rules have been created against a specific mail type, you will see a banner above the recipients’ section of the mail. Click Preview to see the recipients.

A green icon is displayed next to recipients automatically added by mail rules. 

This icon will not be displayed against recipients on the final sent mail.

What's next?

Was this helpful?