How to Create Filters to Forward Specific Emails to Customerly from Gmail

In this help center article, we provide a comprehensive guide on how to create filters in Gmail to forward specific emails to your Customerly inbox

Elena
Written by ElenaLast update 12 months ago

Gmail's filtering system is a powerful tool that can help you manage your emails more effectively.

By using logical operators such as AND, OR, and NOT, you can create complex conditions to filter your emails. Here's how you can use these operators to forward specific emails to Customerly:

Using the OR Operator

The OR operator in Gmail filters means at least one of the conditions should be true. You can represent the OR condition using three symbols: |, { }, or OR.

For example, if you want to filter all mail sent by abc@gmail.com OR xyz@gmail.com, you can type:

from:abc@gmail.com OR to:xyz@gmail.com

OR

from:abc@gmail.com | to:xyz@gmail.com

OR

{from:abc@gmail.com to:xyz@gmail.com}

You can even use multiple conditions like:

from:a@gmail.com OR from:b@gmail.com OR from:c@gmail.com OR from:d@gmail.com

Or use the curly bracket for a cleaner look:

from:{ a@gmail.com b@gmail.com c@gmail.com d@gmail.com }

Using the NOT Operator

The NOT operator in Gmail filters is represented by the '-' symbol.

It is used to exclude certain conditions.

For example, if you want to filter all emails except those sent to abc@gmail.com, you can type:

-to:abc@gmail.com

Or if you want to forward all messages sent to the account except those from abc@gmail.com and xyz@gmail.com, your Gmail filter would look like this:

(-from(abc@gmail.com OR xyz@gmail.com))

Using the AND Operator

The AND operator in Gmail filters means every condition should be true.

For example, if you want to find unread emails from the inbox, you can type:

(in:inbox) AND (is:unread)

Or simply:

(in:inbox) (is:unread)

Wildcards in Gmail Filters

In addition to AND, OR, and NOT operators, you can also use wildcards in your Gmail filters. A wildcard is represented by an asterisk (*) and can match any sequence of characters.

For example, if you want to filter emails sent from any address that starts with "abc" and ends with "@ourtechroom.com", you can type:

From: abc*@ourtechroom.com

This will match email addresses like "abc1@ourtechroom.com", "abc2@ourtechroom.com", and so on.

Excluding Labels from Gmail Search

You can also exclude certain labels from your Gmail search by using the AND and NOT operators. For example, if you want to include all mail that has a "MyLabel1" label and exclude mail having an "inbox" label and "MyOldBadLabel1", you can type:

(label:MyLabel1 AND NOT label:inbox AND NOT label:MyOldBadLabel1)

Filtering Emails That Are Not Labeled

If you want to filter emails that are not labeled, you can use the "has:nouserlabels" operator along with the NOT operator. For example, to find all emails that are not labeled and not in the "Inbox", "Sent", "Chats", "Drafts", or "Trash", you can type:

has:nouserlabels -label:Inbox -label:sent -label:Chats -label:drafts -label:trash

By using these operators and wildcards, you can create complex filters to manage your emails more effectively and forward only specific emails to Customerly.

Forward the emails to Customerly

Now that you have filtered correctly your emails in Gmail you can forward only the right ones to Customerly following this tutorial.

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