{"id":104349,"date":"2023-01-03T21:41:01","date_gmt":"2023-01-03T21:41:01","guid":{"rendered":"https:\/\/www.sperrysoftware.com\/Email-Tools\/?page_id=104349"},"modified":"2026-03-31T10:34:01","modified_gmt":"2026-03-31T10:34:01","slug":"how-to-test-your-rule-changes","status":"publish","type":"page","link":"https:\/\/www.sperrysoftware.com\/Email-Tools\/learn-overview\/how-to-test-your-rule-changes\/","title":{"rendered":"How to Test Your Rule Changes"},"content":{"rendered":"\t\t
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How to Test Your Rule Changes<\/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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Imagine this:\u00a0David Jones, the IT Manager at Arbor Software<\/a>, wants to add an additional rule for his company.\u00a0 He wants this new rule to warn his users whenever they send any email outside the company with more than 5 recipients, but how can David add this new rule without rolling it out to everyone 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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The secret is to create a\u00a0rule set<\/em>\u00a0for an email address instead of editing the rule set of your domain.\u00a0 This way, any rules created will apply only to that one email address instead of your entire company domain.\u00a0 This is because the way the add-in works under the hood is that when an email is sent, it first looks for any rules that apply to that specific email address.\u00a0 If it doesn\u2019t find any, THEN it looks for any rules that apply to the company domain.<\/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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Going back to our example, rather than editing any existing rules for his company domain, instead David clicks on the Create New Rule Set button.<\/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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Then in the Domain or Email Address field, David adds the email address of his\u00a0systems administrator, Jason Nguyen<\/a>\u00a0then clicks Create:<\/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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David is brought back to his company\u2019s main subscription page, where he can see the new rule set for Jason.\u00a0 A default rule is created for Jason, and David can edit this new rule by clicking on the Edit link:<\/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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Note the green success indicator at the top of the window, letting you know that the rule set was successfully created.<\/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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Because David wants this new rule to apply anytime Jason sends an email outside the company with 5 or more recipients, he checks the box \u201cNot having domain(s)\u201d and fills in the companies two domains (arborsoftware.com and arborsoftware.net) and also checks the \u201cNumber of Recipients\u201d box and fills in the number at which to warn, in this case 5:<\/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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Note that a wildcard (an asterisk) is placed immediately before each domain in the Company Domain(s) field.<\/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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David then scrolls down to the Actions area, and adds prompt text.\u00a0 Notice also that because David has a slightly sterner warning prompt that is not a question, that he changes the buttons to be Ok\/Cancel and not Yes\/No:<\/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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Note the button text has been changed from the default \u201cYes\/No\u201d to \u201cOk\/Cancel\u201d.<\/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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You can\u2019t see the entire text prompt here, but the whole thing reads:<\/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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\u201cThis email has at least 5 recipients and is going to go outside the company. Please review it carefully.<\/em>\u201d<\/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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Finally, David clicks Save, and sees that the new rule is created:<\/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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Note again the green text indicating success at the top of the window.<\/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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And finally, because Jason already has the installed in his Outlook account, David can tell Jason to test the rule by creating an email to 5 recipients not in the company, where he will see the prompt:<\/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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[Image of new rule prompt in Outlook]<\/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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As a recap, you can create a new rule set for an email address knowing that the rules will only apply to that email address.\u00a0 This is because the way the add-in works under the hood is that when an email is sent, the add-in first looks for any rules that apply to that specific email address.\u00a0 If it doesn\u2019t find any, THEN it looks for any rules that apply to the company domain.<\/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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Finally, after David and Jason are satisfied with that the rule is working as intended, he can add it to company\u2019s main set of rules (i.e., to the rule set that applies to the entire domain).\u00a0 While it must be added using the same process described above, Jason\u2019s existing rule can be referenced.<\/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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Note that as a final act, David can delete Jason\u2019s rule set so that Jason\u2019s add-in will now fall back to the entire company\u2019s rule set along with everyone else.<\/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":"

How to Test Your Rule Changes Imagine this:\u00a0David Jones, the IT Manager at Arbor Software, wants to add an additional…<\/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-104349","page","type-page","status-publish"],"_links":{"self":[{"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/pages\/104349","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=104349"}],"version-history":[{"count":6,"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/pages\/104349\/revisions"}],"predecessor-version":[{"id":123636,"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/pages\/104349\/revisions\/123636"}],"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=104349"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}