IT
September 18, 2025

Creating Rules in Gmail: The Quick Guide

By
Letsignit

As a tech pro, you probably know what Gmail rules are... Right? Okay, here's a quick reminder: rules, also known as "filters," are settings that allow you to automatically sort and manage your incoming emails.

They're really handy for the average professional, both for saving you time and ensuring you don't miss any important messages!

Today, we'll explain how to create rules in Gmail using different methods and criteria!

By the way, if losing important emails is your biggest fear, find out how to save an email. You'll discover some simple techniques that will save you from sleepless nights and cold sweats!

How Do You Auto Sort Emails in Gmail?

auto sort emails in gmail

icon checkmarkSort Manually Using the Search Bar

First, you can enter a specific term directly into the search bar if you want to sort by keywords contained in the subject line or body of the email, for example.

By clicking on Show search options to the right of the search bar, you can also filter your emails according to various search criteria, including sender, recipient, or date sent. This dropdown menu provides a great way to find specific words size or other parameters.

icon checkmarkEnable Gmail Categories

Gmail has five predefined categories:

  1. Primary
  2. Social
  3. Promotions
  4. Updates
  5. Discussion

These different categories help you see your correspondence more clearly, but they may not always be enabled.

Check that they are enabled by going to the application settings (gear icon) and clicking on Inbox. You can then check the categories you want to display.

icon checkmarkCreate Filters on Gmail to Automatically Organize Your Emails Using Rules

The favorite method of smart people for managing their Gmail account with minimal effort?

Creating email filter rules, also known as "filters" in other email software!

In Gmail, you can set up a myriad of inbox rules that will allow you to sort your incoming emails into different folders, also known as "labels." Gmail rules also allow you to archive, forward, or mark your emails as read.

How Do I Create Rules in Gmail?

How to create rules in Gmail

There are three methods for creating Gmail rules. Here they are!

01Method 1: Using the Search Bar

  • In your Gmail inbox, click on Show search options to the right of the search bar (the dashboard icon).
  • Choose your filter criteria using various search criteria (From, Subject, Contains words, Attachment, Size, Date range).
  • Select Create filter.
  • In the window that appears, you can choose from several actions, such as Forward or Archive.
  • If you wish, check the box at the top Also apply to existing conversations.
  • Finish by clicking Create filter - this step completes the process.

02Method 2: From an Existing Email

  • Open an email that you want to filter, for example, based on the sender.
  • Click on the three vertical dots in the top right corner.
  • Select Filter similar messages.
  • In the window that opens with the sender's address already filled in, click on Create filter.
  • Select the different actions (Mark as read, Archive, Forward, etc.).

03Method 3: Via Settings

  • Click on Settings (the gear icon), then See all settings.
  • In the Filters and blocked addresses section, click Create a new filter.
  • Select your different criteria (sender, send dates, size, etc.), and click Create filter.
  • Select your specific actions (forward, mark as read, archive, etc.).
  • Confirm your settings.

Hey, Microsoft users! You too can enjoy more stress-free email management. Find out how to create rules in Outlook right now.

How Do I Create Rules in Gmail to Automatically Move Emails to a Label or Folder?

Create automatic rules in Gmail

Want to set up a rule in Gmail for automatic email management? Here are the most common Gmail rules and how to set them up!

Create a Rule in Gmail to Move to Folder

  1. Click on Show search options to the right of the search bar.
  2. Enter your search criteria (sender, keywords, dates, etc.).
  3. Click on Create filter, then Apply label.
  4. Choose or create your label, then save - this step ensures proper organization.

How Do I Forward Emails in Gmail Automatically?

To set up email forwarding in Gmail and forward Gmail to another account:

  1. Go to Settings > Forwarding and POP/IMAP.
  2. Enter your forwarding address and confirm it - this becomes your verified forwarding address.
  3. Create your filter/rule with your various search criteria and actions.
  4. Check the box Forward to confirmed address.

This is a good idea if you need to share important messages with team members or manage multiple accounts.

Rule for Sorting by Sender

  1. Click Show search options to the right of the search bar.
  2. Enter the sender's address in the From field using your search criteria.
  3. Select Create filter, then choose any actions.

Rule for Emails Containing Certain Words

  1. Click Show search options to the right of the search bar.
  2. In the Contains the words field, enter the keywords you want to target.
  3. Click Create filter, then choose any actions.

Does Gmail Have Rules Like Outlook?

Gmail uses "filters" instead of "rules," but they function similarly to inbox rules in other email software. Both systems allow you to automatically process incoming emails based on specific search criteria.

How Do I Change or Edit Filters in Gmail?

To Gmail edit filters:

  1. Open Gmail in your web browser
  2. Click Settings (gear icon) > See all settings
  3. Go to Filters and blocked addresses
  4. Find the filter you want to modify and click "edit"
  5. Make your changes and save

See? Making rules in Gmail is a piece of cake! Want to learn more tricks that will make your life easier? Find out how to enable synchronization on Gmail.

About the author
About Letsignit
Letsignit is an email signature management solution that empowers organizations to turn employee email signatures into a dynamic and personalized engagement channel for their brands and campaigns.

Questions
Fréquentes

1

Is it possible to track the number of clicks on email signatures?

Yes, with the 'Campaigns' offer, it is possible to track the number of clicks on the email signatures of all your employees in the 'Statistics' area of the platform.

You can then access a detailed or global view of the number of clicks on the email signatures of each employee. You can use the search option to target a specific signature or a given period. Finally, you have the possibility to export all statistics to an Excel document.

If you launch campaigns with banners inserted in your email signatures, you can also access their performance via this same space.

2

Can we add links to social networks, our website, and appointment-setting applications such as Calendly?

With Letsignit, you can easily add social network icons in your collaborators' email signatures and link to your company pages. Also, our "attributes" feature allows you to manage personalized URLs for each of your collaborators such as their individual LinkedIn profile.

And that's not all: you can add links to an appointment-setting application, allow your customers to leave reviews easily, and integrate our 'Chat on Teams' widget to let anyone start a discussion via Microsoft Teams chat.

3

Can employees update their signature information themselves (number, function, etc.)?

It’s up to you! As an administrator of the Letsignit platform, you choose whether or not to grant modification rights to your employees. These permissions are managed on an attribute-by-attribute basis, which means that you can decide to allow the employee to change their phone number, but not the address of your premises, for example.

This feature applies to all attributes in your directory, including custom attributes created on Letsignit. When your employees change one or more attributes, your directory is obviously not affected.

4

Why it is important to standardize our email signatures on a large scale to ensure our identity and brand image?

It often happens that employees make their email signature their own: custom format, bad fonts, colors inconsistent with the brand standards... all of this has an impact on your brand!

A consistent visual identity is considered authentic and outperforms a perceived weak one by 20%. And, your customers are 2.4 times more likely to buy your products.

With Letsignit, take back control over your brand identity by standardizing all your email signatures. Our tool has many features that allow you to customize your signatures by department, by audience or by subsidiary. Not to mention the possibility of carrying out campaigns within your email signatures thanks to our Campaign offer.

5

What is the user experience like for our employees?

What is the user experience like for our employees?

  • If you opt for the Letsignit Add-in for Outlook, they will have a dedicated space in their Outlook account where they will be able to view the signatures and campaigns assigned to them.
  • If you opt for the Letsignit Desktop APP, they will be able to preview all their signatures and campaigns in this space. If they want to change their default signature to another one when sending an email, this will be done in their signature library in Outlook.

In both cases:

  • They preview their signature before sending an email and choose from signatures assigned to them.
  • Based on the permissions granted, they will also be able to modify their personal information such as their name, position, or address in these spaces.

In short, they have autonomy in their email signature, but you keep control on the field, signatures, and banners they can edit or use.

6

Can my employees have multiple signatures available to them?

With our "multi-signature" feature, your employees can benefit from multiple email signatures. No technical manipulation is required. Thanks to our Add-in for Outlook or the desktop app, they can change their email signatures as they wish with just a few clicks.

Regarding the creation of email signatures, you can make several variations such as:

Everything has been thought of to go further in the personalization process based on the recipient of your emails.

7

Regarding “Green IT,” have you implemented measures to limit the digital footprint of email signatures?

If sending emails has an impact, non-optimized email signatures also have an impact. An unsuitable format or an image that is too heavy considerably increases the size of your signatures... and therefore, your emails.

As a responsible economic actor, we contribute to reducing our CO2 emissions and those of our customers in several ways:

  • Optimization of the weight of signatures and campaigns in emails.
  • Green features: lightening of signatures during response/transfer emails, possibility of not embedding images, implementation of lighter signatures for internal exchanges.
  • Integration of a 'Switch to Teams' widget to encourage your employees to continue their exchanges via chat, rather than email.

As we are increasingly involved in sustainability initiatives, our priority in 2023 is to develop even more green IT functionality.

8

Regarding “Green IT,” have you implemented measures to limit the digital footprint of email signatures?

If sending emails has an impact, non-optimized email signatures also have an impact. An unsuitable format or an image that is too heavy considerably increases the size of your signatures... and therefore, your emails.

As a responsible economic actor, we contribute to reducing our CO2 emissions and those of our customers in several ways:

  • Optimization of the weight of signatures and campaigns in emails.
  • Green features: lightening of signatures during response/transfer emails, possibility of not embedding images, implementation of lighter signatures for internal exchanges.
  • Integration of a 'Switch to Teams' widget to encourage your employees to continue their exchanges via chat, rather than email.

As we are increasingly involved in sustainability initiatives, our priority in 2023 is to develop even more green IT functionality.

Frequently asked questions

1

How Do I Create Rules in the Gmail App or Mobile Devices?

It is not possible to create Gmail rules or filters from the mobile device app. On the app, you can only view filtered emails and use existing labels. To work around this limitation, you can always use your mobile device's web browser and set up your filters using one of the methods described in this article.

2

Is There an App for Sorting Emails in Gmail?

There are several apps that offer more advanced sorting of your emails. These include Mailstrom and Clean Email. These apps offer a myriad of tools to simplify your life, from rule creation to advanced forwarding.

3

How Do I Automatically Move an Email to a Gmail Label?

To set up automatic movement of an incoming email to a label in Gmail: go to settings, create a new filter using one of the methods described above, click on Apply label and choose your label. Finish by clicking on Create filter.

4

Can I Create a Rule in Gmail to Delete Emails Automatically?

Yes, when creating a filter in Gmail, you can select "Delete it" as an action. However, use this feature carefully as deleted emails cannot be recovered after 30 days.

5

Can You Create a Gmail Rule to Return a Message?

It is not possible to create a Gmail rule to return a message, i.e., by sending the email back as "undeliverable." However, you can configure email forwarding via rules as described in this article.

If you want to use a different address for certain correspondence or make it easier to sort your emails, consider creating a Gmail alias!

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Looking for a tool to manage your email signatures?

Letsignit allows you to create, manage, and deploy email signatures for all your employees in just a few clicks.
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