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Streamlining Your Inbox: Warmup Email Filtering Guide
Streamlining Your Inbox: Warmup Email Filtering Guide

The article explains how to set up filtering for warmup emails in Gmail and Outlook using a unique warmup tag and a custom label.

Updated over a week ago

Warmup emails are the emails that Success.AI sends to your contacts to help you build your reputation and avoid spam filters. You may want to filter these emails in your Gmail/Outlook inbox so that they don’t mix with your regular emails. Here are the steps to do that:

Step 1: Find Your Warmup Tag

Your warmup tag is a unique code that identifies your warmup emails. You need to copy this tag from your email account settings. To do that:

  • Open the warmup settings of the email account by clicking on three dots right next to each email then click on Adjust settings.

  • Copy the warmup tag that is shown under the “Warmup Filter Tag” section. It looks something like this: 50E293E5.

Step 2: Create a New Label in Your Email Account

In your Email Service Provider (ESP), you need to create a new folder or label where the warmup emails will be stored. Let’s name this label “Success.ai Warmup”

Step 3: Set Up a Filter for Warmup Emails

Next, you need to create a filter that will automatically move the warmup emails to the “Success.ai Warmup” label. The filter should look for emails that contain the 8-digit warmup tag in the subject line and body.


How to Filter Warmup Emails in your Gmail.

  1. Go to Settings > See all settings > Labels in your Gmail account.

  2. Click on the Create New label at the bottom of the page.

3. Enter a name for the label, such as “Succes.ai Warmup”, and click Create.

4. Once the Label is created head over to Filters and Blocked Addresses in your Gmail and click on Create a new filter

5. In the “Subject” and “Has the words” fields, enter your warmup tag that you copied in the first step. For example: 50E293E5

6. A new pop-up will appear, make sure it has the following fields checked.

  • Check the box that says “Apply the label” and choose the label that you created in the previous step, such as “Success.ai Warmup”.

7. Click on Create Filter.


How to filter Warmup Emails in Outlook?

  1. Open your Outlook account and go to rules.

  2. Click on “Add new rule” and enter the name as “Success.AI Warmup”.

  3. In the conditions section, select “Subject or body includes” and enter your warmup tag (the unique code that identifies your warmup emails).

  4. In the action section, add two actions:

    • Mark the email as read.

    • Move to the “Success.AI Warmup” folder. If this folder does not exist, create a new one and name it “Success.ai Warmup”.

5. Click “Save” to save the rule.

    6. Once you have created the rule and added conditions, click on the “Play” button to run this rule.

Enjoy Your Organized Inbox

Now, whenever you receive a warmup email from Success.AI, it will be filtered to the label that you created and you can access it from the left sidebar of your Gmail account. You can also see the number of warmup emails that you have received next to the label name. This way, you can keep track of your warmup progress and avoid cluttering your inbox with warmup emails.

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