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Rules and campaigns

Test your rules before you rely on them

Four checks that catch a rule pointing at the wrong signature before anyone notices in Outlook.

  • Last updated
  • 4 minute read
  • Rules
  • Testing

Rules are easy to get nearly right. These checks take a few minutes and catch the mistakes that would otherwise surface as a complaint from the one person nobody expected.

The four checks

  1. Read the list top to bottom. Highest priority first, fallback last. If the story does not make sense to you, fix the priorities before anything else.
  2. Pick one person per rule and check them from the Outlook add-in page. That shows which signature they get and the rule that chose it.
  3. Check someone who matches nothing. They should get your default. If they get something unexpected, a rule is matching more broadly than you thought.
  4. Check the reach counts. A signature showing 0 people might be a rule that no longer matches anything.
A person's record names the signature and the rule behind it, so an unexpected result points straight at the cause.

The mistakes that come up most

Symptoms and their usual cause
What you seeUsual cause
Everyone gets one unexpected signatureA rule at a high priority matches broadly, often a domain rule that covers the whole company
A team is split between two signaturesSome of them are on a different email domain, so the department rule never sees them
A rule seems to do nothingThe department was renamed in Microsoft 365 and the rule still has the old name
One person is on the wrong signatureA named-person rule for them sits above the team rule, or should sit above it

Tip: Make one change at a time and check a person after each. Two rules changed together produce a result you cannot explain.

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