Automation makes life easier and business more efficient when you learn to effectively put it to work. Here’s a real time-saver: Gmail filters.
Let’s take a look at how to setup Gmail filters to reduce the time you spend working with email, while keeping your inbox clean and organized.
In this simple tutorial you will learn how to:
- Automatically delete unwanted messages
- Automatically forward messages to other involved parties
- Automatically label messages
- Automatically mark messages from specific people as “Important”
- And much more!
DOWNLOAD: How to Setup Filters in Gmail
How to Setup Gmail Message Filters in 4 Easy Steps
We’re going to get this done in 4 simple steps.
- Open Gmail (I know, you saw that coming!!).
- From the search bar at the top of your screen, click the down arrow.
This will open the filter creation box pictured in the next step . . .
- Let’s create a filter; it’s simple. First, fill in one or more of the form fields to tell Gmail what to search and/or stay on the lookout for. When complete, click the “Create filter with this search” link.
You can filter messages based on:
- Whom the message is from (name or email address)
- Whom the message is to (“support”, “admin”, email address)
- A word or combination of words in the subject line (“just sent you” and “with PayPal”)
- “Has the words” (such as “billing”, “invoice”, “schedule”)
- Words the message “doesn’t have”
- Has attachment
- A specific date range (you may want to archive older messages)
- Finally, tell Gmail how you want the message handled. Select the desired function, or functions and click the “Create filter” button. If existing messages match the criteria of your filter, Gmail will offer you the opportunity to apply your new filter to the existing conversations that match when you “check the box”.
These are self-explanatory so we’ll leave you to it.
Ten-to-fifteen minutes invested in setting up filters can save you many hours in the future while ensuring proper handling of messages. It’s as simple as telling Gmail what to watch for and what you want done when Gmail finds it.