What Are Filters?
Filters automatically perform actions on incoming emails based on defined conditions. For example, emails from a specific customer can be automatically assigned to the right person and moved to a folder.
How Filters Work
When a new email arrives, the system checks filters from the highest priority. If the email matches a filter’s conditions, the action is executed.
Filter Conditions
A filter can check:
- Sender email — a specific email address
- Sender domain — all addresses from a given domain
- Subject — contains a specific phrase
- Receiving mailbox — the email arrived at a specific mailbox
- Responsible person — currently assigned responsible person
A filter must have at least one condition.
Filter Actions
When conditions are met, a filter can:
- Change the responsible person — assign the email to a user, group, or team
- Redirect — send a copy to another email address
- Change priority — set priority from 1 to 5
- Move to folder — assign to a folder
- Archive — automatically archive the email
A filter must have at least one action.
Creating a Filter
- Go to Mail → Filters
- Click + (New Filter)
- Fill in:
- Name — filter name
- Priority — checking order
- Conditions — what the email must match
- Actions — what to do with the email
- Save
A filter can also be created directly from an email — the system will automatically fill in conditions based on the sender.
Testing a Filter
After creating a filter, you can run a test — the system will check existing emails and show which ones match the conditions, without executing actions.
Filter Priority
Filters are checked from the highest priority. The first matching filter executes its action.
Important Information
- A filter must have at least 1 condition and at least 1 action
- The address in the Redirect to field must be a valid email address
- Email priority must be a number from 1 to 5
- A filter can be deactivated without being deleted