Microsoft Outlook中的规则非常适合自动对电子邮件执行操作。您可以执行诸如移动、标记或响应某些消息之类的操作，而无需手动操作。为了帮助您跟上不断增长的收件箱，我们将向您展示如何在Outlook中创建规则。
由于您可以在Windows、Mac和 Web上创建Outlook规则，因此我们将介绍在每个平台上设置它们。请(Just)注意，可用的条件和操作有所不同。
如何在Windows版Outlook中创建规则(Outlook)
最健康的规则条件和操作集位于Windows上的Outlook中。为了最有效地解释如何创建规则，让我们逐步设置一些常用的规则。
从头开始设置空白规则可以为您提供最大的灵活性，因为您可以选择多个条件和操作。另外，规则向导(Rules Wizard)会一路提示您。
打开Outlook，转到“文件”(File)选项卡，然后选择“信息”(Info)部分中的“管理规则(Manage Rules)和警报”(Alerts)。
当“规则(Rules)和警报”(Alerts)对话框出现时，打开“电子邮件规则”(Email Rules)选项卡，然后在顶部选择一个帐户（如果您有多个帐户）。然后，选择新建规则(New Rule)。
然后，您可以按照以下说明设置规则，将电子邮件移至文件夹、标记它们以进行后续处理或发送自动回复。您可以尝试使用不同的规则，您会发现它很有用，例如自动转发电子邮件(automatically forwarding emails)。
将电子邮件移至文件夹
在规则向导(Rules Wizard)中，选择顶部的移动选项之一。您可以根据发件人、包含的单词或您发送而不是接收的电子邮件将邮件移动到特定文件夹。
- 例如，我们将选择“将主题中包含特定单词的邮件
移动到文件夹”。(Move)
- 在底部，选择带下划线和蓝色的项目以指定条件和操作。
- 选择特定单词(Pick Specific Words)并输入要在主题行中查找的单词。
- 选择“指定”(Pick Specified)以选择要将邮件移至的文件夹。
- 然后，选择“下一步”。
- 您将看到一个条件列表，其中自动标记了您刚刚选择的条件。如果您愿意，您可以为电子邮件选择其他条件。例如，您可能还希望将规则应用于仅发送给您的邮件。选择下一步(Next)。
- 然后，您将看到一个操作列表，其中已为您标记了您选择的操作。与上述条件一样，您可以根据需要选择其他操作。例如，您可能还希望在移动邮件时将其标记为已读。选择下一步(Select Next)。
- 接下来您将看到例外列表。您可以选择从规则中排除某些电子邮件。例如，您可能不希望将带有附件的电子邮件发送到该文件夹。选择下一步(Select Next)。
- 在规则的最终屏幕上，您首先要在顶部为其指定名称，然后标记“打开此规则”的复选框(Turn)。或者，您可以选中复选框以立即在收件箱上运行此规则，或对所有电子邮件帐户使用该规则。
- 完成后，确认底部框中的规则设置，其中显示了条件和操作。选择完成(Finish)以保存并启用规则。
- 确认“规则(Rules)和警报”(Alerts)框中新规则旁边的复选标记，然后选择“确定”。
标记后续电子邮件
另一个有用的Outlook规则是标记电子邮件以供后续处理。您可以选择后续行动的旗帜和时间。
- 按照与上述相同的过程创建新规则(New Rule)并打开规则向导(Rules Wizard)。
- 然后，选择标记(Flag)某人的消息以进行后续处理。
- 在底部，选择带下划线和蓝色的项目以指定条件和操作。
- 选择人员或公共组以选择联系人。
- (Pick Follow)此时
选择Follow up来选择flag和时机。
- 然后，选择“下一步”。
- 就像上面的规则一样，规则向导(Rules Wizard)将引导您完成可以确认并添加到规则中的条件、操作和例外情况。然后，命名、启用并完成。
自动回复电子邮件
您可能会发现有用的另一条规则是自动回复，它类似于外出消息(an out of office message)，但更加灵活。您可以使用特定的Outlook模板或为特定电子邮件创建回复消息。
- 按照与上述相同的过程创建新规则(New Rule)并打开规则向导(Rules Wizard)。然后，选择对我收到的邮件应用(Apply)规则并选择下一步(Next)。
- 选择您想要对收到的电子邮件使用的条件。您可以将规则应用到某些发件人，使用特定的字词、在某个日期范围内收到时或您想要的任何其他条件。选择下一步(Select Next)。
- (Choose)根据您的喜好(Reply)选择使用特定模板回复或让服务器回复使用特定消息。然后，根据您选择的选项选择底部带下划线的蓝色文本，并在完成后
选择“下一步” 。(Next)
- 使用特定模板回复(Reply)：选择特定模板以选择您想要的模板。
- 让服务器使用特定消息进行回复：选择特定消息，在出现的框中输入消息，然后选择“保存(Save)并关闭”(Close)。
- 标记(Mark)您想要包含的任何例外，选择“下一步” ，然后通过命名、启用并使用(Next)“完成”(Finish)按钮保存来完成规则。
如何在Mac版Outlook中创建规则(Outlook)
如果您在Mac(Mac)上使用 Outlook ，则可以轻松地设置收件箱规则，尽管条件和操作比Windows上的限制要少一些。
- 打开Outlook并在菜单栏中
选择Outlook > Settings
- 在弹出窗口中选择规则。
- (Pick)如果您有多个帐户，请在左侧
选择一个帐户，然后选择右侧的加号按钮。
- 在顶部输入规则名称。
- 然后，使用下拉框设置第一个条件。根据您的选择，您可能需要添加条件。例如，如果您选择“接收日期”(Date Received)，您将输入日期。
- 接下来，使用这些下拉框选择操作。同样(Again)，您可能需要添加到操作中。例如，如果您选择“移动(Move)到文件夹”(Folder)，您将选择该文件夹。
- 要添加其他条件或操作，请选择右侧的加号；要添加例外，请选择 except if 旁边的加号。
- 或者，选中该框以不应用满足相同条件的其他规则。确认已选中左下角的
“已启用”框，然后选择“确定”以保存规则。(Enabled)
如何在Outlook网页版中创建规则(Web)
要在Outlook 网页版(Outlook on the web)中创建规则，请访问该网站并登录。您将看到与Outlook网页版(Mac)中类似的条件和操作。
- 选择右上角的“设置”(Settings)图标（齿轮），然后在出现的边栏中
选择“查看(View)所有Outlook设置”。(Outlook)
- 在弹出窗口中，选择最左侧的“邮件”(Mail)和右侧的
“规则” 。(Rules)
- 在顶部，选择添加新规则。
- 为您的规则命名，然后使用添加(Add)条件框选择条件。根据您选择的条件，您可能需要添加。例如，如果您选择“发件人”，系统会要求您在右侧提供发件人。
- 使用添加(Add)操作框来选择操作。系统可能会再次(Again)提示您添加操作。例如，如果您选择“移至(Move)”，系统会要求您提供文件夹名称或创建新文件夹(create a new folder)。
- 您可以使用蓝色选项添加另一个条件、另一个操作，或根据需要包含例外情况。
- 或者，您可以标记这些框以停止处理更多规则并立即在收件箱上运行该规则。
- 完成后，选择保存。
您的电子邮件会遵守规则吗？
通过在Outlook(Outlook)中创建电子邮件规则，您可以最大限度地减少组织邮件、记住跟进或回复某些电子邮件所需的时间。如果您遇到问题，请查看这些Outlook 电子邮件规则不起作用时的修复方法(fixes for when Outlook email rules aren’t working)。
How to Create Rules in Microsoft Outlook
Rules іn Microsoft Outlook are ideal for autоmatically рerforming actions on emaіls. You can do things like move, flag, or respond to certain messages without manual work. To hеlp yoυ keep up with your growing inbox, we’ll show you how to create rules in Outlook.
Because you can create Outlook rules on Windows, Mac, and the web, we’ll cover setting them up on each platform. Just note that the available conditions and actions vary.
How to Create Rules in Outlook on Windows
The healthiest set of conditions and actions for rules are in Outlook on Windows. To most effectively explain how to create a rule, let’s walk through setting up a few commonly used rules.
Setting up a blank rule from scratch gives you the most flexibility because you can choose more than one condition and action. Plus, the Rules Wizard prompts you along the way.
Open Outlook, go to the File tab, and select Manage Rules & Alerts in the Info section.
When the Rules and Alerts dialog box appears, open the Email Rules tab and choose an account at the top if you have more than one. Then, choose New Rule.
You can then set up your rule with the instructions below to move emails to a folder, flag them for follow-up, or send automated replies. You can instead try your hand at a different rule you’ll find useful like automatically forwarding emails.
Move Emails to a Folder
In the Rules Wizard, select one of the move options at the top. You can move messages to a specific folder based on sender, included words, or for emails you send rather than receive.
- As an example, we’ll choose Move messages with specific words in the subject to a folder.
- At the bottom, select the items underlined and blue to specify the condition and action.
- Pick Specific Words and enter the words to look for in the subject line.
- Pick Specified to pick the folder you want to move the messages to.
- Then, select Next.
- You’ll see a list of conditions with the one you just picked automatically marked. You can choose additional criteria for the emails if you like. For instance, you may also want to apply the rule to messages sent only to you. Select Next.
- You’ll then see a list of actions with the one you picked marked for you. Like the conditions above, you can choose additional actions if you wish. For example, you may also want to mark the message as read when it’s moved. Select Next.
- You’ll next see a list of exceptions. You can optionally exclude certain emails from the rule. For instance, you may not want emails with attachments sent to the folder. Select Next.
- On the final screen for the rule, you’ll first give it a name at the top and then mark the checkbox for Turn on this rule. Optionally, you can check the boxes to run this rule now on your inbox or use the rule for all email accounts.
- When you finish, confirm the rule setup in the box at the bottom which shows you the condition(s) and action(s). Select Finish to save and enable the rule.
- Confirm a checkmark next to your new rule in the Rules and Alerts box and select OK.
Flag Emails for Follow-Up
Another helpful Outlook rule is for flagging emails for follow-up. You get to choose the flag and timing for the follow-up.
- Follow the same process above to create a New Rule and open the Rules Wizard.
- Then, choose Flag messages from someone for follow-up.
- At the bottom, select the item underlined and blue to specify the condition and action.
- Pick People or public group to choose the contact.
- Pick Follow up at this time to choose the flag and timing.
- Then, select Next.
- Just like the rule above, the Rules Wizard walks you through the conditions, actions, and exceptions you can confirm and add to for your rule. Then, name, enable, and finish.
Automatically Reply to Emails
One more rule you may find helpful is an automatic reply, which is similar to an out of office message but with more flexibility. You can use a particular Outlook template or create a reply message for specific emails.
- Follow the same process above to create a New Rule and open the Rules Wizard. Then, choose Apply rule on messages I receive and select Next.
- Choose the conditions you want to use for the received email messages. You can apply the rule to certain senders, with specific words, when received in a date span, or any other condition you want. Select Next.
- Choose either the Reply using a specific template or Have server reply using a specific message per your preference. Then, select the underlined, blue text at the bottom per the option you pick and select Next when you finish.
- Reply using a specific template: Pick a specific template to choose the one you want.
- Have server reply using a specific message: Pick a specific message, enter the message in the box that appears, and select Save & Close.
- Mark any exceptions you want to include, select Next, and finish the rule by naming, enabling, and saving it with the Finish button.
How to Create Rules in Outlook on Mac
If you use Outlook on your Mac, you can set up inbox rules there easily although the conditions and actions are a bit more limited than on Windows.
- Open Outlook and select Outlook > Settings in the menu bar.
- Choose Rules in the pop-up window.
- Pick an account on the left if you have more than one and select the plus sign button on the right.
- Enter a Rule name at the top.
- Then, set up the first condition using the drop-down boxes. Depending on what you choose, you may need to add to the condition. For example, if you pick Date Received, you’ll enter the date(s).
- Next, choose the action using those drop-down boxes. Again, you may need to add to the action. For instance, if you pick Move to Folder, you’ll select the folder.
- To add another condition or action, select the plus sign to the right or to add an exception, select the plus sign next to Except if.
- Optionally, check the box to not apply other rules that meet the same conditions. Confirm that the Enabled box is checked on the bottom left and pick OK to save the rule.
How to Create Rules in Outlook on the Web
To create a rule in Outlook on the web, head to the website and sign in. You’ll see similar conditions and actions to those in Outlook on Mac.
- Select the Settings icon (gear) on the top right and pick View all Outlook settings in the sidebar that appears.
- In the pop-up window, pick Mail on the far left and Rules to the right.
- At the top, select Add new rule.
- Give your rule a name and then use the Add a condition box to pick the criterion. Depending on the condition you select, you may need to add to it. For example, if you choose From, you’ll be asked to provide the sender on the right.
- Use the Add an action box to pick an action. Again, you may be prompted to add to the action. For instance, if you choose Move to, you’ll be asked to provide the folder name or create a new folder.
- You can use the options in blue to add another condition, another action, or include exceptions as you like.
- Optionally, you can mark the boxes to stop processing more rules and run the rule on your inbox immediately.
- When you finish, select Save.
Will Your Emails Follow the Rules?
By creating email rules in Outlook, you can minimize the time it takes you to organize your messages, remember to follow up, or reply to certain emails. If you run into trouble, take a look at these fixes for when Outlook email rules aren’t working.
