Fresh Projects

00:00: Senders on the email blacklist are skipped during email ingestion.

00:04: So nothing from them reaches fresh memory or your project record.

00:09: It is the company wide equivalent of stop filing sender.

00:12: And it is the right place to deal with newsletters.

00:15: Social notifications and any sender that is never project related.

00:21: rules can target one address or a whole domain

00:24: and allow rules let you make an exception inside a broader block.

00:29: In the admin portal,

00:30: select Email Blacklist from the left-hand menu.

00:35: Select "New Rule".

00:38: Fresh Memory starts out with a default set of blocked senders already in place,

00:42: covering common newsletters and social notifications,

00:45: so reviewing the list before adding anything is recommended.

00:50: Enter the sender you want to block.

00:54: A full address blocks that one sender.

00:58: A bare domain,

00:59: for example facebook.com,

01:01: blocks the domain and every subdomain under it.

01:05: Now,

01:06: set your Action.

01:08: Block skips that sender during ingestion.

01:13: Allow creates an exception,

01:14: which is how you let one address through while the wider domain stays blocked,

01:18: for example allowing jobs@linkedin.com while linkedin.com remains blocked.

01:25: Add a short Reason so the next person to look at the list knows why the rule exists,

01:29: for example marketing emails,

01:31: keeps the inbox tidy.

01:34: It is optional but worth doing.

01:38: Select "Create Rule" to save your addition.

01:42: The rule takes effect for email ingested from that point on.

01:47: Click "Bulk Import" to add multiple blacklist entries at once using a file or text

01:52: input.

01:54: Next,

01:55: set the "Default Action.

01:58: This is applied to any row that does not specify an action of its own,

02:02: and defaults to Block (default).

02:05: Choose Allow (default) only if the list you are pasting is a list of exceptions.

02:12: Add your senders to the Entries box.

02:15: Each row can be a single address or domain on its own line,

02:19: or a JSON object where you want to set the action and reason per

02:24: row. Lines beginning with # are ignored,

02:26: so you can leave notes in the list.

02:30: You can add up to 10,000 rows per import.

02:34: Rows that already exist with the same action will be skipped,

02:37: and rows matching an existing value with a different action are updated.

02:43: Select Choose file to upload a .json,

02:46: .txt or .csv file up to 5 MB.

02:50: Please note that the file contents replace anything typed in the "Entries" box rather

02:55: than adding to it.

02:57: After adding all the details or files,

03:00: you can then select "Import" to save the details.

03:04: He will also see a proposed by users tab at the top of your email blacklist

03:08: dashboard.

03:10: When someone blocks a sender from the Outlook add in it appears here as a proposal?

03:16: Proposals do not change what gets imported on their own.

03:20: You would first need to promote one to turn it into a company blacklist rule.

03:24: or alternatively

03:25: dismiss it

03:28: You have now learned how to manage your email blacklist rules in Fresh Memory.

03:33: Please remember:

03:34: Blacklist rules apply at the point of ingestion,

03:37: so they only affect email arriving from that point forward.

03:41: If you are about to import historical email,

03:44: it would be beneficial to agree on your blacklist first.

03:49: Blocking a sender afterwards will not remove correspondence that has already come

03:53: in.