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How to Set Up Automated Routing Rules

This feature is currently available only to customers on Custom plans.

Updated over 2 weeks ago

What You Can Do

With this update, you can view, create, and delete mail routing rules directly from your Stable Dashboard. Routing is based entirely on envelope-level information located on the outside, not the contents of the mail itself. For example, you can configure routing based on the recipient name, sender name, or mailing address.


How to Set Up an Automated Routing Rule

To create an automated routing rule, click Settings in the sidebar to open Automations. Scroll to the Mail Routing Rules section and click “New routing rule” to get started.

Each routing rule includes four components:

  • A rule name that you will personalize

  • A trigger, which is currently fixed to “mail arrives”

  • A condition, such as sender, recipient, or address

    • Rules using multiple conditions will only operate with AND combinations. This means all the conditions within a rule must be true in order for the rule to pass. For example, the Sender must contain “IRS” AND the Recipient must be “ACME Corp.

  • An action that determines which team the mail should be assigned to

This new interface also lets you see and search all routing rules at a glance, including their trigger criteria and assigned destination.


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