The Settings page is where you configure the top-level details of your Email Reply Management workspace. It’s intentionally lightweight — most of the day-to-day configuration lives in Categories, Data Extraction, and Actions.
Configuration Name
Give your reply management setup a descriptive name — for example, Motive Email Categorization or EMEA Outbound – Reply Routing. This name appears in the sidebar and helps identify the configuration when you have multiple Reply Management setups running side-by-side.
If you run separate ERM configurations for different brands, regions, or business units, name them in a way that makes the scope obvious at a glance. A naming pattern like <brand> – <use case> (e.g., Motive – Outbound Replies) tends to hold up well as your setup grows.
When to create a new configuration vs. add a category
A common question is whether a new use case warrants a brand-new ERM configuration or just a new category inside the existing one. A rough rule of thumb:
- Add a category when the new use case still receives replies in the same inbox and you want them processed alongside everything else.
- Create a new configuration when the inbox, ownership, or downstream Marketo instance is different — for example, a separate brand or a regional ops team running their own setup.
