How to manage email signatures and email flow in Exchange Server with CodeTwo Exchange Rules Pro
If you are looking for a way to centrally manage email signatures, disclaimers, marketing banners, and email flow in your Exchange Server environment, you might want to check out CodeTwo Exchange Rules Pro. This is a powerful and easy-to-use server application that lets you create complex rules to control the content and delivery of all incoming and outgoing emails in your organization.
In this article, we will show you some of the key features and benefits of using CodeTwo Exchange Rules Pro, and how to get started with the program.
Why use CodeTwo Exchange Rules Pro?
CodeTwo Exchange Rules Pro is an award-winning, Microsoft certified software that has been trusted by thousands of companies around the world. Here are some of the reasons why you should consider using it:
It supports all email clients, including Outlook and mobile devices. You can add signatures, disclaimers, banners, and other elements to any email, regardless of how it was sent or received.
It allows you to design a unified email signature and disclaimer for the entire company in less than 5 minutes. You can use the built-in WYSIWYG editor to create professional-looking signatures with users data and photos pulled from Active Directory, inline graphics, social media icons, and more.
It gives you full control over the email flow in your organization. You can set up autoresponders, forwarders, rerouters, compressors, strippers, dumpers, and other actions to handle emails based on various conditions and exceptions.
It helps you meet legal requirements and protect the confidentiality of your correspondence. You can add disclaimers to all company emails, scan emails for sensitive content, and forward incident reports to managers.
It enables you to run effective email marketing campaigns. You can add dynamic marketing banners and images to your emails, track their performance with Google Analytics, and schedule them according to date range or recurrence.
It works in organizations of any scale. It supports multi-server and multitenant environments, load balancing scenarios, hybrid deployments, and more.
How to install CodeTwo Exchange Rules Pro?
To install CodeTwo Exchange Rules Pro, you need to download the installer from [the official website]. The installer contains two modules: Exchange Rules Pro Service and Exchange Rules Pro Administration Panel. The Service module needs to be installed on each server with the Mailbox role, while the Administration Panel can be installed on any workstation in the same domain as the Service module.
Note that during the installation, the Microsoft Exchange Transport service will be restarted. Also, if you are running Exchange 2013 SP1, please consult [this KB article]( before you install the program.
For detailed installation instructions, please refer to [the standard installation guide]( or [the Server Core-specific installation guide]( depending on your Windows Server version.
How to create email rules with CodeTwo Exchange Rules Pro?
To create and edit email rules with CodeTwo Exchange Rules Pro, you need to use the Administration Panel. This is a user-friendly interface that lets you configure various aspects of your email flow and content. You can access it from any machine where it is installed, even outside the domain.
To create a new rule, simply click on the Add button in the toolbar. You will see a window with four tabs: General, Conditions & Exceptions, Actions & Options. Here is a brief overview of each tab:
The General tab allows you to name your rule, enable or disable it, set its priority and scope (e.g. internal or external emails).
The Conditions & Exceptions tab allows you to define when your rule should be applied or skipped. You can choose from a wide range of criteria based on sender, recipient, subject, body, header, attachment, AD attributes, etc.
The Actions tab allows you to define what your rule should do with the emails that match your conditions. You can choose from a variety of actions, such as add signature, add disclaimer, add banner, send auto-reply, forward email, reroute email, compress attachment, strip attachment, dump attachment, etc.
The Options tab allows you to fine-tune your rule settings, such as where to insert the signature or banner, how to handle email conversations, how to deal with HTML and plain text formats, etc.
After you create your rule, you can test it using the Test button in the toolbar. This will allow you to see how your rule will affect a sample email. You can also use the Log files button to view the logs of your rule execution and troubleshoot any issues.
CodeTwo Exchange Rules Pro is a powerful and easy-to-use server application that lets you centrally manage email signatures, disclaimers, marketing banners, and email flow in your Exchange Server environment. It supports all email clients, including Outlook and mobile devices, and works in organizations of any scale. It also helps you meet legal requirements, protect the confidentiality of your correspondence, and run effective email marketing campaigns.
If you want to try CodeTwo Exchange Rules Pro for yourself, you can download a free 30-day trial version from [the official website]. The trial version has the same features as the full version of the program. If you need more time to test the program, please [contact us]( We will be happy to assist you and answer any questions you may have.