Guide zapier filters

On any given day your inbox can range from 500 – 1,000 emails by mid afternoon. This makes it difficult to find a specific email about the project you have due later this week. Thankfully, there’s an easy way to organize your inbox so you can search and find exactly what you’re looking for.

Zapier’s initiative is to help you create the best workflow for all your projects, so let’s start with the most basic step - filtering emails. If a particular company or individual is cluttering your inbox, try these next steps to setup filters in your Gmail account:

Login to your Gmail account and select an email you would like to filter by checking the box on the left hand side.

For this example, I will be creating a filter for all Hootsuite emails.

Once you’ve selected an email, click the “more” button under your profile photo and select “Filter messages like these.”

A drop menu will appear allowing you to choose your criteria.

This menu allows you to choose specific words, subject lines, or attachments that are associated with the selected email.

I am going to put “Hootsuite” in the subject field because I know they frequently use their company title in their emails.

Now that you have created criteria for you filter, we have to assign it a location. Click “Create filter with this search,” at the bottom right hand corner of the drop down menu.

Next to “Apply the Label” select “Choose” and create a new label.

Make sure to select the box next to “Apply the Label, � and hit Create Filter.

Your new filter should populate on the left hand side under the new label name you have created.

Easy, right!

Keep in mind you are free to pick and choose different criteria for each filter. Play around with the options and see what fits best for your personal inbox. Now you should be able to maneuver through your inbox and have easier time locating those most important emails. Cheers!