📬 How to Create Filters in Mailbird Next
In Mailbird Next, filters (sometimes referred to as 'rules' elsewhere) allow you to automatically manage incoming emails based on defined conditions. By applying actions such as marking messages as read, skipping the Inbox, or redirecting emails, you can keep your mailbox organized and focused.
This article explains how to access, create, and manage filters in Mailbird Next, as well as the conditions and actions currently supported.
⚙️ Accessing Filters in Mailbird Next
To create or manage filters:
Open Mailbird Next.
Click on the Settings menu icon down the lefthand side.
Navigate to the Filters tab
From this section, you can add new filters or edit existing ones.
➕ Creating a New Filter
To create a new filter:
Head to the Filters tab (as explained above).
Choose the mailbox for which you would like to create a filter from the dropdown menu
Click Add Filter
Give your filter a descriptive name (recommended for easier management).
Define the condition(s) that will trigger the filter.
Choose one or more actions to apply when the conditions are met.
Click on Save to save your filter, or Save and run to apply it to existing message in the selected mailbox.
Once the filter has been saved, it will apply automatically to incoming emails once enabled.
🔍 Available Filter Conditions
Mailbird Next currently supports the following conditions, which determine when a filter is triggered:
From – applies the filter based on the sender’s email address
To – applies the filter when the message is sent to a specific recipient
Contains – triggers the filter when specific text appears in the subject or message body
Has Attachment – applies the filter to emails that include attachments
⚠️ Note: Conditions can be combined to create more targeted and precise filters.
🛠️ Available Filter Actions
When a message matches a filter’s conditions, Mailbird Next can automatically perform one or more of the following actions:
Skip Inbox (Mark Done) – removes the email from the Inbox and marks it as done
Mark as Starred – flags the message with a star
Mark as Important – marks the email as important
Mark as Read – automatically marks the message as read
Mark as Spam – moves the email to the Spam folder
Delete – move the email to the Trash folder
Redirect To – forwards the email to another email address
⚠️ Note: Multiple actions may be applied within the same filter.
🧩 Common Filter Examples
Filters can be used in a variety of everyday workflows. Here are some great examples:
Automatically mark newsletters as read using the From or Contains condition.
Redirect invoices that contain specific keywords to another email address.
Skip the Inbox for automated notifications with attachments.
Mark important emails from specific senders as starred or important.
✅ Best Practices for Using Filters
To ensure filters work as expected, use clear and descriptive names, avoid overlapping filters that may conflict with each other, and review your filters periodically to keep them aligned with your current workflow.
Existing filters can be managed at any time from the Filters section in Settings. Select a filter to update its conditions or actions, or simply delete it. Any changes made are applied immediately to new incoming emails.
🤝 Need More Help?
If you have any questions about setting up filters, or need help with Mailbird Next, then simply contact our Customer Happiness Team. We'll always be delighted to assist you.