A presentation to show how you can set up Gmail filters in 3 easy steps.

1. How to set up Gmail filters in 3 easy steps

2. What is an email filter?
A filter is when you create a set of
criteria to make sure that emails from or
to specific people (or that containing
certain words) bypass your inbox and
go straight into folders.
They are invaluable for people that
wear a lot of hats, spin a lot of plates, or
who get a tonne of emails!

3. Why would I want to filter my emails?
Ideally you should be having newsletters sent to an email address solely for
newsletters and updates (emails from Amazon and LinkedIn etc) as this
prevents your inbox being clogged up with unimportant messages. However, I
know that most people don’t do this so filters are the next best thing.
 If you import other email accounts into a main Gmail one, you can
make sure that messages for these accounts bypass the inbox and
go straight into labelled folders
 If you are running a marketing campaign, all the incoming
messages for the campaign can go into one folder and you won’t
lose any in your inbox. Filtering them also saves time moving them
into a folder yourself
 Filters are also useful if you have more than one email user name
linked to your company. (info@, help@, enquiries@ etc) with filtering,
these messages get labelled and even filed if you want them to

4. Sounds Great! So how do I set up the filters?
1) Once you’ve created a Gmail account (or if you have one already) click on
the cog symbol in the top right hand corner of the screen
 Select ‘Mail Settings’
 Now click on the tab labelled ‘Filters’
 Then select the option ‘Create New Filter’

5. 2) A little pop-up box will appear for
you to enter the details of the
company or person whose
emails you would like to filter.
Enter in all the details you know,
then click ‘Create Filter With
This Search’ which is in very
pale writing at the bottom right.

6. 3) You are now presented with various
check-boxes that will set the
perimeters of the filter. I’m going to
use LinkedIn email notifications as
an example, so I’ve typed the word
LinkedIn in the ‘From’ box at the
top.
I’ve selected LinkedIn emails to:
 Skip the inbox and go straight to a
folder I’ve called LinkedIn
 Have the label LinkedIn applied
 Never be sent to the spam folder
 Never be marked as important
If I already had emails from
LinkedIn in my inbox, they would
show up at the bottom as
‘conversations’ and you would
check the tick box to have them
included in the filter.

7. And that’s it!
It’s a really simple process and you can amend the
filter settings whenever you like.
Now you have an orderly, clear inbox and are free to
happily go about your business in a productive manner.

8. I hope you’ve enjoyed the presentation – it
was my first one!
For more tips, tricks and advice on working
better, please check out my Chaos Killer
productivity blog