How do I set up an email filter for my mail account?

The following article explains how to set up email filters for your mail account. Email filters, known as Content Filters in SmarterMail, are used to perform specific actions on emails that meet certain criteria. Filtering is most commonly used to remove emails that are considered Spam, but they can also be used to process legitimate emails.

Note: If you wish to create a content filter that affects all email accounts in your domain, instructions can be found here.

To create an email filter, please follow these steps:

  1. Open a browser window and go to one of the following URLs:
    • (this address is provided in the setup email)
  2. Login using your email address and password.
  3. From the top menu bar, click Settings.
  4. From the left side bar, expand My Settings.
  5. Expand Filtering and click Content Filtering.
  6. Click New.
  7. Select the Filter Criteria:
    • From Address(es): applies the filter to messages from specified addresses and/or domains
    • Contains Specific Words or Phrases: applies the filter to specified words within specific areas of incoming messages
    • To Address(es): applies the filter to messages sent to specified addresses and/or domains
    • Attachments: applies the filter to attachments that meet or exceed a specified size and that come from or are sent to specified addresses and/or domains
    • Other: applies the filter to other specified criteria for messages that come from or are sent to specified addresses and/or domains
  8. Click Next.
  9. Based on the Filter Criteria, enter the necessary details to build the filter:
    • Filter Type: specify whether all criteria must be met or only one criteria must be met to apply the filter
    • Criteria Details: specify the address(es) and subjects that will be filtered
  10. Click Next.
  11. Create a name and assign rules for the new filter by entering the following details:
    • Rule: select a name for the new filter and verify the shown criteria
    • Actions: select the routing action for the message and set any comments or headers
  12. Click Save.

The filters are processed in the order shown. You can rearrange the order by clicking the "Up" or "Down" arrows next to a rule name. Once a message goes through a filter, it is processed and may not be affected by additional filters.

Note: For detailed information about each filter option, view the SmarterMail support documentation by clicking on the Help menu in the upper right corner of the SmarterMail interface.


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