How to set up a condition
In order for a filter to work properly, you need to define the condition correctly. The condition specifies the parameter, its value, and how strict the condition is.
Parameters and values
| Parameter | What to specify in a parameter's value | Example of parameter value |
|---|---|---|
| From | Sender address | igor.markov.sales@example.com |
| To or Сс | Recipient address or Cc recipient address | irina.maslova.sales@example.com |
| To | Recipient address | irina.maslova.sales@example.com |
| Cc | Cc recipient address | marketing@example.com |
| Subject | Email subject | Meeting with manager |
| Email body | Email text | We'll be discussing a new sales plan tomorrow. |
| Attachment | Name of attached file | plan.pdf |
| Header | Information from message headers | To: irina.maslova.sales@example.com |
| Parameter | What to specify in a parameter's value | Example of parameter value |
|---|---|---|
| From | Sender address | igor.markov.sales@example.com |
| To or Сс | Recipient address or Cc recipient address | irina.maslova.sales@example.com |
| To | Recipient address | irina.maslova.sales@example.com |
| Cc | Cc recipient address | marketing@example.com |
| Subject | Email subject | Meeting with manager |
| Email body | Email text | We'll be discussing a new sales plan tomorrow. |
| Attachment | Name of attached file | plan.pdf |
| Header | Information from message headers | To: irina.maslova.sales@example.com |
Strictness
There are six strictness levels:
| Email to filter | Applicable for parameters | Example of filtering |
|---|---|---|
| Emails with parameters strictly matching the specified value (username or address). | To From Cc To or Сс | When filtering the Sender parameter, you can either specify the address igor.markov.sales@example.com or “Igor Markov”. In both cases, an email sent by “Igor Markov” with the address igor.markov.sales@example.com will be filtered. |
| Emails with parameters that strictly match the specified value. | Subject Email body Attachment Header | If Subject has the value “sales plan”, the filter applies to the message with the subject “Sales plan”. |
| Emails with bodies matching the specified value (standalone or in a phrase, the initial word and its word forms). | Email body | If the Email body parameter has the value “work schedule”, emails with the text “Work Schedule: February” and with the text “We are switching to a new work schedule ” will be filtered. |
| Email to filter | Applicable for parameters | Example of filtering |
|---|---|---|
| Emails with parameters strictly matching the specified value (username or address). | To From Cc To or Сс | When filtering the Sender parameter, you can either specify the address igor.markov.sales@example.com or “Igor Markov”. In both cases, an email sent by “Igor Markov” with the address igor.markov.sales@example.com will be filtered. |
| Emails with parameters that strictly match the specified value. | Subject Email body Attachment Header | If Subject has the value “sales plan”, the filter applies to the message with the subject “Sales plan”. |
| Emails with bodies matching the specified value (standalone or in a phrase, the initial word and its word forms). | Email body | If the Email body parameter has the value “work schedule”, emails with the text “Work Schedule: February” and with the text “We are switching to a new work schedule ” will be filtered. |
| Email to filter | Applicable for parameters | Example of filtering |
|---|---|---|
| Email with parameters that strictly exclude the specified value (username or address). | To From Cc To or Сс | When filtering the Sender parameter, you can either specify the address igor.markov.sales@example.com or the name “Igor Markov”. In both cases, an email sent by “Igor Markov” from the address igor.markov.sales@example.com will be excluded from the filter. |
| Emails with parameters that strictly exclude the specified value. | Subject Email body Attachment Header | If the Subject parameter has the value “supplier”, all emails with subjects like “New supplier” and “The supplier's bank details have changed” will be excluded from the filter. |
| Email with texts that don't match the specified value (whether standalone or in a phrase, the initial word and its word forms). | Email body | If the Email body parameter has the value “delivery contract”, all emails with the text “Please sign the delivery contract” and “ Delivery Contract No. 1152-B ” will be excluded from the filter. |
| Email to filter | Applicable for parameters | Example of filtering |
|---|---|---|
| Email with parameters that strictly exclude the specified value (username or address). | To From Cc To or Сс | When filtering the Sender parameter, you can either specify the address igor.markov.sales@example.com or the name “Igor Markov”. In both cases, an email sent by “Igor Markov” from the address igor.markov.sales@example.com will be excluded from the filter. |
| Emails with parameters that strictly exclude the specified value. | Subject Email body Attachment Header | If the Subject parameter has the value “supplier”, all emails with subjects like “New supplier” and “The supplier's bank details have changed” will be excluded from the filter. |
| Email with texts that don't match the specified value (whether standalone or in a phrase, the initial word and its word forms). | Email body | If the Email body parameter has the value “delivery contract”, all emails with the text “Please sign the delivery contract” and “ Delivery Contract No. 1152-B ” will be excluded from the filter. |
| Email to filter | Applicable for parameters | Example of filtering |
|---|---|---|
| Email with parameters that include the specified value or a phrase with that value in their username or address. | To From Cc To or Сс | When filtering the Sender parameter, you can either specify the address igor.markov.sales or the name “Igor Markov”. In both cases, an email sent by “ Igor Markov” from the address igor.markov.sales@example.com will be in the filter. |
| Emails with parameters containing the specified value as part of a phrase and its word forms. | Subject Email body Attachment Header | If the Subject parameter has the value “Delivery contract”, emails with the subjects “Delivery contract” and “Additional agreements to delivery contract” will be included in the filter. Emails with subjects “Delivery agreement” and “Sign the contract” will be excluded from the filter. |
| Emails with bodies matching the specified value (exact match or a phrase containing it, regardless of formatting). | Email body | If the Email body parameter has the value “contract”, emails with the text “ Delivery contract ” and with the text “We'll be discussing the new contract terms” will be filtered. |
| Email to filter | Applicable for parameters | Example of filtering |
|---|---|---|
| Email with parameters that include the specified value or a phrase with that value in their username or address. | To From Cc To or Сс | When filtering the Sender parameter, you can either specify the address igor.markov.sales or the name “Igor Markov”. In both cases, an email sent by “ Igor Markov” from the address igor.markov.sales@example.com will be in the filter. |
| Emails with parameters containing the specified value as part of a phrase and its word forms. | Subject Email body Attachment Header | If the Subject parameter has the value “Delivery contract”, emails with the subjects “Delivery contract” and “Additional agreements to delivery contract” will be included in the filter. Emails with subjects “Delivery agreement” and “Sign the contract” will be excluded from the filter. |
| Emails with bodies matching the specified value (exact match or a phrase containing it, regardless of formatting). | Email body | If the Email body parameter has the value “contract”, emails with the text “ Delivery contract ” and with the text “We'll be discussing the new contract terms” will be filtered. |
| Email to filter | Applicable for parameters | Example of filtering |
|---|---|---|
| Email with parameters that don't include the specified value or a phrase with the value in the username or address. | To From Cc To or Сс | When filtering the Sender parameter, you can either specify the address igor.markov.sales or the name “Igor Markov”. In both cases, an email sent by “Igor Markov” from the address igor.markov.sales@exapmle.com will be included in the filter. |
| Emails with parameters not containing the specified value and its word forms as part of a phrase. | Subject Email body Attachment Header | If the Subject parameter has the value “Delivery contract”, emails with the subjects “Delivery agreement” and “We're signing the contract today” will be included in the filter. Emails with subjects “Delivery contract” and “Sign the delivery contract” will be excluded from the filter. |
| Emails with bodies not matching the specified value (exact match or a phrase containing it, regardless of formatting). | Email body | If the Email body parameter has the value “Delivery contract”, all emails except for emails with the text “ Delivery Contract No. 1152-В ” and “We're signing the delivery contract today” will be included in the filter. |
| Email to filter | Applicable for parameters | Example of filtering |
|---|---|---|
| Email with parameters that don't include the specified value or a phrase with the value in the username or address. | To From Cc To or Сс | When filtering the Sender parameter, you can either specify the address igor.markov.sales or the name “Igor Markov”. In both cases, an email sent by “Igor Markov” from the address igor.markov.sales@exapmle.com will be included in the filter. |
| Emails with parameters not containing the specified value and its word forms as part of a phrase. | Subject Email body Attachment Header | If the Subject parameter has the value “Delivery contract”, emails with the subjects “Delivery agreement” and “We're signing the contract today” will be included in the filter. Emails with subjects “Delivery contract” and “Sign the delivery contract” will be excluded from the filter. |
| Emails with bodies not matching the specified value (exact match or a phrase containing it, regardless of formatting). | Email body | If the Email body parameter has the value “Delivery contract”, all emails except for emails with the text “ Delivery Contract No. 1152-В ” and “We're signing the delivery contract today” will be included in the filter. |
| Email to filter | Applicable for parameters | Example of filtering |
|---|---|---|
| Emails with parameters containing any value other than blank. | Header Attachment | If the has condition is set for the Attachment or Header parameter, all emails with attachments or headers will be included in the filter. |
| Email to filter | Applicable for parameters | Example of filtering |
|---|---|---|
| Emails with parameters containing any value other than blank. | Header Attachment | If the has condition is set for the Attachment or Header parameter, all emails with attachments or headers will be included in the filter. |
| Email to filter | Applicable for parameters | Example of filtering |
|---|---|---|
| Emails with parameters containing empty values. | Header Attachment | If the doesn't have condition is set for the Attachment or Header parameter, all emails without attachments or headers will be included in the filter. |
| Email to filter | Applicable for parameters | Example of filtering |
|---|---|---|
| Emails with parameters containing empty values. | Header Attachment | If the doesn't have condition is set for the Attachment or Header parameter, all emails without attachments or headers will be included in the filter. |
