Microsoft Outlook/Office 365 email setup

How to set up 811spotter with Microsoft email by creating rules

Updated over a week ago

Importing Outlook Email Rules for 811spotter

Set up routing rules in web Outlook to automatically forward ticket confirmation and member response emails from your local notification center to [email protected].

Note: you will need to set up routing rules for each notification center you work with.

Notes

  • This assumes you have received the 811spotter Forwarding Rule.rwz file. If you do not have this file, download it here.

  • You can import the rules and make modifications to fit the needs of your organization.

  • Outlook Windows client shown in the examples below. Outlook Web client has a slightly different look and feel. Contact us if you need help!

Please use the emails below for routing.

  • USA North (Northern California and Nevada)


Follow the steps below to import Outlook email rules for 811spotter.

  • After logging into Outlook, go to the menu, click on Rules and select Manage rules.

  • Click Options.

  • Click Import Rules.

  • Find and select the 811spotter Forwarding Rule.rwz file.

  • Click Open to proceed. You will see the new rule created in the background.

  • Click OK. The resulting rule should look similar to the following:

  • To modify the rule's Received date, click to highlight the rule, then click the blue “after February 1,2021” link.

  • In the Date Received window, click the After drop-down menu, select the desired date, then click OK.

Note: please go back only 60 days from today.

  • Click Apply to save the rule.

  • To run the rule, click Run Rules Now.

  • Select the 811 spotter forwarding rule checkbox.

  • Ensure that Run in Folder is set to Inbox and Include subfolders is checked. Then click Run Now.

  • The rules will run for a few seconds or minutes, depending on the number of emails (i.e., tickets) found. You should see some activity in your Outbox similar to the following:

If you’d like to check if the emails made it to 811spotter, please feel free to email [email protected].

Troubleshooting

Having trouble getting the email rule to work? The most common reason: if you moved the 811 emails out of your inbox to another location. If this is the case, then:

  • Run the rule manually by clicking Manage Rules & Alerts.

  • Select Run Rules Now, then select the new rule.

  • Click Browse, then select the top level, which is your entire mailbox.

Note: if you moved the emails to an offline folder or another location, select that location.

  • Click Run Rules Now and note the Run in Folder location.

  • You should see the following dialog and emails in your Outbox.

  • Click Close.

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