Working with filters in RecruiterInbox

Filter based on Mail Criteria as well as Recruit criteria

For example, you want to see mails "sent to you" from "Candidates sourced from campus drives", you can create a filter with the following criteria:

1. Mail criteria - To equals
   
2. Entity Criteria - If email received from candidates, where the Source is Campus Drive.
   

Create a filter

1. From the left-panel, click Settings and click the add icon next to Filters.
   
2. Enter a name and description for the new filter, choose the criteria, and assign any further actions if needed.
   
   For example, a filter for recruitment emails, which will collect emails with "Job Application" OR "Recruitment" OR "Interview" OR "Resume" in their subject line and automatically puts them in a folder named Recruitment.
3. Click Save.

Import a filter

1. From the left-panel, click Settings > Filters.
   
2. In the Filters page, click Import Filter and choose the import file. [Supported formats: .xml or .dat files only]
   
3. Click Import.

Run-through Filter 

1. From the left-panel, click Settings > Filters.
   
2. Click on the Run Filter icon on the desired filter, select the folder through which you want run the filter and click Run through filter.
   
3. After a few moments, you will see that the existing emails that meet the filter's criteria have also been categorized into the specified folder. 

Edit a filter

1. From the left-panel, click Settings > Filters.
   
2. Hover over the filter that you want to edit, and click the Edit icon.
   
   Alternatively, you can click the filter to view its details, and then click the blue Edit icon on that screen.
   
3. Make the necessary changes, and click Save.

Delete a filter 

1. From the left-panel, click Settings > Filters.
   
2. Hover over the filter that you want to delete, and click the Delete icon that appears.
   
   Alternatively, you can click the filter to view its details, and then click the blue Delete icon on that screen.
   
3. Click OK on the confirmation pop-up that appears. 

1. From the left-panel, click Settings > Folders.
   
2. In the Folders section of the Email Settings screen, you can view your folders and the filters set for each folder in a list.
   
3. Hover over the filter you want to delete, and click the Delete icon.
   
4. In the confirmation pop-up, click OK. The filter will then be deleted from the folder.

Associate actions to a filter

Move to folder

Assign Label

Mark as read

Move to trash

Notify me if there is no reply sent for incoming emails

Note:

Select the Stop processing other filters checkbox if you wish for only the filter in question to be active.

Working with Folders in RecruiterInbox

Note:

1. The folder Mine displays all emails that are directly addressed to you, i.e., emails in which the To/CC fields contain your email address.
   
2. The folder Inbox, on the other hand, displays emails addressed to your email aliases and email groups that you are a part of.
   
3. If you wish to see all these emails in a single place, you can choose the All Messages view.

Create a folder 

1. From the left-panel, click Settings and click the add icon next to Folders.
    
2. In the Create Folder page, do the following:
   
1. Enter the Folder Name.
   
2. Choose a Sub-folder, if required.
   
3. Add a Filter to the newly created folder if required.
   
4. Click Save.

Rename a folder

1. From the left-panel, right-click on the folder, and click Rename.
   
2. Rename it, and click Save.
   

Empty a folder 

1. From the left-panel, right-click on the folder, and click Empty
   
2. Click OK in the confirmation pop-up.

Delete a folder

1. Click Settings from the left panel.
   
2. In the Email Settings page, hover over the folder you want to delete.
   
3. Click the Delete icon that appears on the right.
   
4. In the confirmation pop-up, click OK.
   Alternatively, you can also delete a folder by choosing Delete on right-clicking the folder from the left panel.  

Working with Labels in RecruiterInbox

Create a label 

1. From the left-panel, click the add icon near Labels.
   
2. Name the label, and assign it a color from the given options.
   
3. Click Create.

Assign a label

1. Drag the label from the left panel and drop it on the email you wish to assign it to.
   
2. The label will then be assigned to the email.
   

Edit a label

1. In the left panel under Labels, go to the label you want to edit.
   
2. Right-click on the label, and click Edit.
   
3. Make the necessary changes, and click Update.

Remove a label 

1. Open the email you want to remove the label from.
   
2. Just below the subject of the email, you will notice the label assigned to it.
   
3. Click the Remove icon.

Delete a label 

1. In the left panel under Labels, go to the label you want to delete.
   
2. Right-click on the label, and select Delete.
   
3. Click OK in the confirmation pop-up.