How do I create a filter?
Here’s a step-by-step guide to help you create a filter!
Go to the “Filters” page from the navigation menu, click “Add” near the top right of the “Manage Filters” table.
Select the type of filter you want to create from the filter type drop-down.
- “Domain” will show you a list of email domains (ie, @emailanalytics.com) to choose from.
- “Email” will show you a list of email addresses to choose from (ie, firstname.lastname@example.org)
- “Label” will show you a list of all of your Gmail labels to choose from.
Enter a name for your filter and decide whether you want your filter to include or exclude data from your reports. Click “Next Step.”
Note: This is just a name for your reference only. For example, you could name your filter “No Amazon.com emails.” We’ll actually build the filter in the next step.
Enter your search query in the “Search” box, then click “Search.”
Note: You can search for any part of the domain, email, or label to show a list of everything that includes your search query. For example, I could just type “amazon” or even “ama” to find all the email addresses that include Amazon.com.
Browse the list of domains, email addresses, or labels in the bottom table to find the ones you want to add to your filter. Click the “+” icon next to each one to add it to your filter. When you’re done, go ahead and click “Close (auto-save)”.
After you’ve created your filter, you will need to apply it to view your updated data. To apply your filters, head to your dashboard, then click the “Filters” drop-down near the top of your page. Select your desired filters, then click “Apply.”
Here’s a video walkthrough!
Jayson is a long-time columnist for Forbes, Entrepreneur, BusinessInsider, Inc.com, and various other major media publications, where he has authored over 1,000 articles since 2012, covering technology, marketing, and entrepreneurship. He keynoted the 2013 MarketingProfs University, and won the “Entrepreneur Blogger of the Year” award in 2015 from the Oxford Center for Entrepreneurs. In 2010, he founded a marketing agency that appeared on the Inc. 5000 before selling it in January of 2019, and he is now the CEO of EmailAnalytics.