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Warmup filters - Google and Microsoft

Check this article if you'd like to keep your main inbox clean and filter out your warmup emails to a separate warmup folder 🧹

Updated over a week ago

Once you enable the warmup for your accounts, warmup emails will start to land in your Inbox, and you can recognize them with the warmup tag.

To keep your main inbox clean and filter out warmup emails to a separate warmup folder, you can create filters using the warmup filter tag in your mailbox. 

We only want to filter out emails that hit the inbox and NOT the spam inbox. For any warmup email that hits the spam inbox, we'll automatically move it back to the inbox.


How to create the warmup filter in Gmail?

You can create a warmup filter in Gmail by following these steps or watching the full video here.

  1. Click on the email account

  2. Navigate to the Settings section in the pop-up window

  3. Scroll down to locate the warmup tag

  4. Copy the warmup filter tag(the warmup tag is the same for all the accounts connected to a workspace).

  5. Go to Gmail and create a new filter in the 'Filters and Blocked Addresses' setting

  6. Create a new filter, and in "Subject" and "Has the words" fields, use your warmup filter tag.

  7. Click "Create filter" for the settings to open.

  8. Choose these rules:

    1. Skip the Inbox (Archive it)

    2. Apply the label: Warmup

    3. Also apply filter to matching conversations

  9. Once you're done, click Create Filter.


How to create the warmup filter in Outlook?

To create the warmup filter in Outlook, please follow these steps:

  1. Click on the email account

  2. Navigate to the Settings section in the pop-up window

  3. Scroll down to locate the warmup tag

  4. Copy the warmup filter tag(the warmup tag is the same for all the accounts connected to a workspace).

  5. Go to Outlook, navigate to Rules.

  6. In the condition, select Rules or body includes.

  7. Enter the warmup filter tag.

  8. Add two actions

    1. Mark the email as read.

    2. Move to the Instantly Warmup folder. If this folder does not exist, create a new one.

  9. Click Save.

  10. To run this rule, click the triangle icon "Run this rule now" in the Rules section.

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