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Once you have created an Inbox Rule for an email subscription, you will see the option for Extraction, Forwarding or both, depending on your license. Here we will explore how to use Vable Inbox Forwarding to send emails in their original format to your End Users.

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Activate Forwarding

To start, you will need to activate the forwarding process. This is done by clicking the Activation slider, turning it from grey to turquoise.

Select Additional Forwarding Properties

Depending on your subscription, you will now see two additional options: Cleaning and Rewrite Subject.

Cleaning - this is an optional selection which allows you to request that Vable removes portions of the original email, such as unsubscribe links, which would otherwise leave the subscription subject to modification by a recipient.

Rewrite Subject - this option allows you to overwrite or amend the original email’s subject. This is helpful if you want to give your recipients more consistency or greater visibility on what subscription they are receiving.

  • To fully overwrite the original subject, type in the new text in the field provided. This text will become the subject line for each publish of the email forwarder.

  • To amend the original subject, type in the new text in the field provided and add curly brackets {} to include the original subject in addition to the new text.

  • Example: PinHawk Law Tech Daily Digest - {} would send out emails with the subject PinHawk Law Tech Daily Digest - Original Email Subject Here

Emails which are received after forwarding has been set up will be processed and sent to the subscriber list accordingly. Matching emails that were received prior to the Rule creation will be deleted as part of the final set-up of the Matching Rule by our Content team in order to tidy up your Inbox from older emails. Deleted emails can be viewed and reinstated from the Deleted emails folder or from the Matched Emails list within the Rule Details.

As an Administrator, you have the ability to manually process a previously matched email. To do so, navigate into the detail view of the Inbox Rule. Within the Matched Emails tab, select the required email. On the right hand side, select to Process This Email.

Once you have activated forwarding and applied any additional settings, click Save Changes to finalize forwarding activation.

Edit Forwarding Newsletter Properties

Once you have activated forwarding, you will see two additional tabs: Forwarding and Archive.

Click on the Forwarding tab to set your subscribers and (optionally) add header and/or footer text to the emails.

Note: The header/footer text functionality is dependent on your organization's Vable Inbox subscription type. Please contact us for more information.

To get started, click Edit Forwarding Newsletter to allow edits to the Newsletter.

Subscribers

Click on Add Users to add subscribers to the Forwarding Newsletter. If your organization has Units, these can be added via the Add Units option.

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This will launch a dialog window where you will be able to search for and add users. Click Update Users when done.

Template Settings

You can add header and/or footer text to your Forwarding Newsletter in this field. Click on the pencil icon to set the text and then click the activation slider to activate it. Note that text for either field will not apply without activation.

Newsletter Title and Sending Options

You can choose to update the title of your Forwarding Newsletter (which will be visible in Reports, within the Newsletter list view and on the MyVable self service portal) in the designated field. Simply select the existing text and type your new text over it.

Additionally, you can set the Sender name, Reply-to name and Reply-to address for your Forwarding Newsletter. You can also select the sender email address from the provided options in the drop-down.

When all settings have been applied, click on Save Forwarding Newsletter to save your changes.

View the Archive

The Archive tab will show you the emails as distributed to subscribers including any header and footer text added and with cleaning applied. You can also view individual publish statistics and resend a published Newsletter to specific recipients within the Archive tab as well.

Note: the Matched Emails tab will show you the emails as received into the platform.


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