Email Organization with Gmail Filters
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Gmail filters allow users to organize their email by automatically applying labels or moving messages to specific folders based on criteria. The document provides instructions on how to create a Gmail account, set up filters from within Gmail or when viewing a message, and edit or delete existing filters. It also lists some common ways to use filters such as organizing email by sender, subject, to address, and presence of attachments.
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Email Organization with Gmail Filters
- 1. Email Organization: Gmail Filters LinkedIn 201 Suzanne Hull, “Get It Done Girl” Contemporary Business Solutions [email_address] Twitter: @GetItDoneGirlIA
- 3. Create a Gmail Account Create a Gmail account and email address What if I’m using Outlook as my email client?
- 9. Include a professional headshot If you have a tagline or slogan, attach it to your name Include keywords in the bio field Add board positions and volunteer activities Instead of including your “website” include it’s name Customize your public profile link Solicit people for recommendations Include your birth date instead of your birth day Do not include your home address DO include your email address
- 11. WHO HAS THE FIRST QUESTION? www.contemporary-business-solutions.com/resources Suzanne Hull, Get It Done Girl Contemporary Business Solutions www.contemporary-business-solutions.com [email_address] Twitter: @GetItDoneGirlIA Facebook: ContemporaryBusinessSolutions Free Newsletter: http://eepurl.com/gIRG Phone: 515-250-6366
Notas do Editor
- Thank you Molly and Melinda for inviting me to speak today. I’ve got about 40 minutes with you, so I’d like to share with you a little bit about me and my business and what I do, then dive into the topic of how use Gmail filters to manage your email and how to leverage LinkedIn once your profile is complete and then spend some time answering your specific questions. This is extremely informal, so please feel free to ask questions as they come to you.
- I offer a variety of services to primarily small business owners. The majority of my time is spent helping businesses become found online through social media coaching – teaching them how to blog, use FB, Twitter, LinkedIn strategically and basic website development. I also help them prepare marketing plans so their social media and website have focus and are in line with their additional marketing tactics. I also do event planning and promotion. So, let’s dive into Gmail filters.
- The first step is to create a gmail account with a gmail address – piece of cake. Go to www.gmail.com and get it set up. If you’re using a different email client such as Outlook or hotmail to manage your email, have your IT department forward a copy of your current email to your new gmail account. This should be very easy for them to set up.
- Gmail's filters allow you to manage the flow of incoming messages. Using filters, you can automatically label , archive, delete, star, or forward your mail, even keep it out of Spam -- all based on a combination of keywords, sender, recipients, and more. There’s a link on your Resource page that walks you through these instructions: Let’s create a filter: Click Create a filter (next to the Search the Web button at the top of any Gmail page). Enter your filter criteria in the appropriate field(s). “From: confirm@mailchimp.com” Click Test Search to see which messages currently in Gmail match your filter terms. You can update your criteria and run another test search, or click Next Step . Select one or more actions from the list. These actions will be applied to messages matching your filter criteria in the order in which the actions are listed -- for example, you could choose to Forward matching messages to a specific email address, then Delete the messages. Note that if you choose to forward messages to another address, you'll need to first verify that you own any new forwarding addresses . If you'd like to apply this filter to messages already in Gmail, select the Also apply filter to x conversations below checkbox. Click Create Filter .
- Click the drop-down menu next to Reply . Select Filter messages like this . Enter your filter criteria in the appropriate field(s).
- Click the gear icon in the upper-right and select Gmail settings (at the top-right of any Gmail page). Click Filters . Find the filter you'd like to change and click its edit link, or click delete to remove the filter. If you're editing the filter, enter the updated criteria for the filter in the appropriate fields, and click Next Step . Update any actions and click Update Filter .
- Now that we know how to create filters, let’s spend some time talking about how to use them. A full list of uses is on your resource guide. Killfile . If people send me too much junk mail they would get added to the killfile. It’s a simple filter that looks at the “from” field and deletes the message if it’s one of the addresses you’ve added to the filter. Newsgroups or feeds . You can set up filters for your newsgroups, so they don’t clog up your inbox. Bloggers . If you run a blog, you can have all your blog’s comments and pingbacks automatically archived and labeled (“blog”), so your inbox doesn’t get filled up fast. Also have your blog stat reports mailed to you and shunted to this label, so you can get a quick look at your blog’s success at a glance. Delete old sent emails . There’s no reason, in most cases, to keep your really old sent emails. Delete them. Create a filter with “before:2006/06/01 label:sent” with “Delete it” as the action Every month or so, update the date of this filter. No delete . Some emails you don’t want to delete — those precious ones from your kids, for example, or maybe ones from your boss. Set up a label (“nodelete”) and a filter that puts the nodelete label on emails from (or to) the addresses you want. Now you can delete your old sent emails, or your attachment emails, for example, without worry that those emails will be trashed along with the rest of the garbage. Questions about Gmail Filters?
- Let’s move on to Linkedin. How many of you don’t have a LinkedIn profile? Your homework is to get one and get your profile to 100% completion. We’re going to talk about how to leverage your LinkedIn profile as soon as you’ve got it completed:
- But first, let’s go over some of the ways to supersize your existing LinkedIn profile Include a professional headshot If you have a tagline or slogan, attach it to your name Include keywords in the bio field Solicit people for recommendations Instead of including your “website” include it’s name Add board positions and volunteer activities Customize your public profile link Do not include your home address Include your birth date instead of your birth day DO include your email address
- Update your status once/week. Most LinkedIn users receive a weekly update sent to their email listing what their Connections have been up to. This is a great form of drip marketing Add Apps – WordPress, Amazon Reading List, SlideShare presentation integration Become a member of LinkedIn Groups and begin engaging (local or national) Begin answering questions posted by other LinkedIn members to demonstrate that you are an expert (show on LinkedIn) Use your Connections – ask your first connections to introduce you to a second connection (Melinda Berte example)
- I know this is a lot to take in. You have your resource page AND this presentation is available online at the URL you see here… Send me an email if you have a specific question that we don’t get answered here today. I keep office hours to answer questions you might have. And it's FREE!!! I’m at Smokey Row every other Thursday from 9-11am. I’ll be there Thursday, 6Oct – tomorrow - if you want to stop out and chat. Office Hours dates/times are listed on my website as well Who has the first question?