{"id":104333,"date":"2023-01-03T20:53:43","date_gmt":"2023-01-03T20:53:43","guid":{"rendered":"https:\/\/www.sperrysoftware.com\/Email-Tools\/?page_id=104333"},"modified":"2026-03-31T10:58:06","modified_gmt":"2026-03-31T10:58:06","slug":"learn-quick-start","status":"publish","type":"page","link":"https:\/\/www.sperrysoftware.com\/Email-Tools\/learn-overview\/learn-quick-start\/","title":{"rendered":"Quick Start"},"content":{"rendered":"\t\t
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Quick Start<\/span> <\/h1> <\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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When first logging into the Safeguard Send dashboard, you are looking at your main subscription page.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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In general, a\u00a0subscription<\/em>\u00a0contains information about the state of the subscription (subscribed, unsubscribed, etc. along with other information like the number of seats, etc.) and one or more\u00a0rule sets<\/em>.\u00a0 A rule set contains the\u00a0rules<\/em>\u00a0for exactly one domain, normally the company domain you signed up with.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Now that you know that a\u00a0subscription contains a rule set<\/em>, and that a\u00a0rule set contains the individual rules<\/em>, you can edit a rule (say change the wording of the prompt) by clicking on the rule set for your company (using the Arbor Software subscription as a guide):<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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A view of the Home page, where you can edit your subscription.<\/figcaption>\n\t\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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From here, you can click on the rule you wish to edit, for example, the one that was created by default when you first signed up:<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Here we can see that there is just one rule, to prompt when sending an email outside the company.<\/figcaption>\n\t\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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The rule editing screen is divided into two parts, the\u00a0conditions<\/strong>\u00a0and the\u00a0actions<\/strong>. You can change the rule prompt wording in the Action section:<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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The top half of this window is where the Conditions are, but they are not shown in this view.<\/figcaption>\n\t\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t
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Click Save and that\u2019s it! Anyone using the add-in will see the changes take effect immediately.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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See Also:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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How to Create and Test New Rules or Make Changes to Rules Before Rolling Them Out to Everyone<\/a><\/p>

How to Add Rules For a Different Company Domain<\/a><\/p>

How to Force Users to Confirm Each Recipient and\/or Attachment Before Sending Email<\/a><\/p>

Learn More Overview<\/a><\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Quick Start When first logging into the Safeguard Send dashboard, you are looking at your main subscription page. In general,…<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":104331,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"footnotes":""},"class_list":["post-104333","page","type-page","status-publish"],"_links":{"self":[{"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/pages\/104333","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/comments?post=104333"}],"version-history":[{"count":6,"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/pages\/104333\/revisions"}],"predecessor-version":[{"id":123643,"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/pages\/104333\/revisions\/123643"}],"up":[{"embeddable":true,"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/pages\/104331"}],"wp:attachment":[{"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/media?parent=104333"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}