Contact Priority: Making the Most of Your Valued Contacts
In the contact analysis process performed during setup, ClearContext’s patent pending prioritization algorithm automatically identifies those contacts that are most important to you and assigns a priority. ClearContext uses this contact priority to highlight emails in the Inbox from your most valued contacts. You can also manually assign or modify the contact priority within the contact record to further customize the placement of email based on sender.
Contact Analysis
At initial startup, ClearContext analyzes email history to determine email addresses from which the user sends and receives the most email. Email addresses are then ranked according to frequency of interaction, giving the user an accurate picture of his/her most important email contacts. This priority assignment is used as one factor in scoring and color coding the inbox. Though given the option to postpone this analysis at startup, it is important that the contact analysis is completed to fully utilize
ClearContext’s ability to prioritize email. ClearContext also uses
this analysis to identify Topic Suggestions for individual contacts.
Manual Priority Adjustment
After analysis of contacts, each contact record in the user’s personal address book is assigned a priority level of Very High, High, or Normal.
To manually adjust contact priority (and further refine scoring of the
inbox), open a contact record and select the desired value from the
contact priority drop down menu on the ClearContext Contact toolbar.
ClearContext Contacts Folder
During analysis, ClearContext will identify email addresses that exist in email history, but do not have a corresponding contact record. Those newly found email addresses with high email message volume will be automatically added to the ClearContext Contacts folder, a subfolder of the user’s contacts. Exchange users should ensure that this contacts folder is available offline to enable accurate scoring.
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Identity Setup Add email aliases in ClearContext options via ClearContext > Options > Identity. Include any additional email aliases that forward mail to you and/or old email addresses that are in your archives, but do not appear in Detected Email Addresses. Add domains that you commonly receive email from, such as other divisions of your company. This increases the accuracy of message prioritization.
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Contacts Preferences When changing priority of a contact and/or running Contact Analysis, you are asked whether you want to rescore the Inbox automatically. To set your preferences permanently and avoid this pop-up, go to ClearContext > Options > Preferences > Contacts. |
Contact Prioritization Tips
Re-Run Analysis: The contact analysis process can be re-run at any time via ClearContext > Options > Analyze Contacts. Contact records will retain manually set priorities, but new priorities will be assigned based on the latest email history to all other contact records. By default, ClearContext limits scans to your most recent messages. For a more thorough scan, uncheck "Limit scan to recent messages" when analyzing contacts.
Email Archives: The more data available to analyze, the more accurate ClearContext's rank of email addresses. If using multiple Outlook data stores to archive email, add these files to Outlook (via File > Open > Outlook Data File) and re-run analysis. Also consider un-checking "Limit scan to recent messages" for higher accuracy.
Junk Mail: Manually adjust the contact priority to Low or Junk for those contacts that send unimportant email. Future messages will appear in the inbox in gray.
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Tutorial: For more detail on these and other concepts, watch our Views and Prioritization Tutorial. |