Use this SOP for Gmail Filters.
- What is Gmail Filters
- How to add Gmail Filters?
What is Gmail Filters?
Filtering emails in Gmail let you automate a variety of different actions for your incoming email. You can manage your incoming mail using Gmail filters to send email to a label, or archive, delete, star, or automatically forward your mail.
How To Create Gmail Filters?
There are few different ways to create filters in Gmail
- ´You can create a filter by clicking the down arrow in Gmail’s search box
- Or create a new filter in Gmail’s settings by clicking the gear icon, choosing “Settings,” selecting the “Filters and Blocked Addresses” tab, and clicking the “Create a new filter” link.
- Create a filter from a specific email by opening the email, clicking the “More” button, and selecting “Filter messages like these.”
- ´Whichever way you get to the filter creation form, there are multiple options for choosing filter criteria
1. From: Filter emails sent from a specific email address.
2. To: Filter emails sent to a specific email address.
3. Subject: Filter emails that use a specific subject line.
4. Has the words: Filter emails that contain specified keywords.
5. Doesn’t have: Filter emails that don’t contain specified keywords.
6. Has attachment: Filter emails that include an attachment.
7. Don’t include chats: Ignore Hangouts chats when applying filters.
8. Size: Filter emails larger or smaller than a specific size.
After selecting the criteria for your filter, click the “Create filter with this search” link to specify what Gmail does with emails that match this filter.
Actions to Apply:
1. Skip the inbox: Archive the email so it doesn’t appear in your inbox.
2.Mark as read: Have the email appear in your inbox as an already-read item.
3. Star it: Automatically star the email.
4. Apply the label: Apply a specific label to the email.
5. Forward it to Automatically forward the email to a different email address.
6. Delete it: Send the email to the trash.
7. Never send it to Spam: Prevent Gmail from tagging the email as spam.
8. Always mark it as important: Automatically tag filtered emails as important.
9. Never mark as important: Tell Gmail not to tag filtered emails as important.
10. Categorize as: Automatically categorize filtered emails.
11. Also, apply a filter to matching conversations: Automatically applies the selected conditions to every email in your account (new, archived, and deleted) that match the selected filter criteria.