> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/mail-to-workorder/create-and-manage-mail-configurations.md).

# Create and manage mail configurations

A **mail configuration** defines how Mail to WorkOrder processes a matching email.

You can create multiple configurations for different senders, subjects, or request types.

### What a configuration includes

A configuration can contain:

* a name and description
* an active or inactive status
* a matching rule
* customer matching rules
* forced values
* regex rules

### Create a configuration

{% stepper %}
{% step %}

### Open Mail to WorkOrder

Go to **Automations** → **Mail to WorkOrder**.
{% endstep %}

{% step %}

### Open the configurations section

Scroll to the list of configurations.
{% endstep %}

{% step %}

### Add or duplicate a configuration

Create a new configuration or duplicate an existing one.
{% endstep %}

{% step %}

### Fill in the basics

Add a clear name, description, and status.
{% endstep %}

{% step %}

### Add the matching logic

Choose the sender type and the matching value.

Then add customer matching rules.
{% endstep %}

{% step %}

### Add processing rules

Configure forced values, regex rules, or advanced settings.
{% endstep %}

{% step %}

### Save and test

Save the configuration.

Then test it with a real email or WorkOrder Drop.
{% endstep %}
{% endstepper %}

### Best practices

* use clear names per request type
* keep one fallback rule separate from specific rules
* test changes with sample emails before broad use

### Frequently asked questions

<details>

<summary>Can I have multiple active configurations?</summary>

Yes.

Mail to WorkOrder can evaluate multiple active configurations.

</details>

<details>

<summary>What if an email matches more than one configuration?</summary>

The matching order matters.

Keep your specific rules above broad catch-all rules.

</details>

<details>

<summary>Can I duplicate a configuration?</summary>

Yes.

That is often the fastest way to build a similar rule.

</details>

### Related topics

* [**Understand matching rules and sender types**](/marketplace-packages-and-power-ups/power-ups/mail-to-workorder/understand-matching-rules-and-sender-types.md)
* [**Configure forced values and parameters**](/marketplace-packages-and-power-ups/power-ups/mail-to-workorder/configure-forced-values-and-parameters.md)
* [**Parse email content with regex and advanced options**](/marketplace-packages-and-power-ups/power-ups/mail-to-workorder/parse-email-content-with-regex-and-advanced-options.md)


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