Filters can be used throughout the entire Parsing process. The first place you can apply filter is at the incoming message level. Whenever a particular source sends more than one unique format, you can use filters to route the correct email to their corresponding email parsers
You can also utilize filters at this stage to exclude emails that you don't wish to parse at all. Emails like forgot password or promotional messages. The next place you can apply filters is at the action level. This can be used to only run actions if certain rules are met. We've seen event based businesses use this logic to create anywhere from one to as much as seventeen contacts at a time. One for each attendee contained in a registration confirmation email. For example, you may always want to create or update a contact, but you may only want to apply a specific tag or create an order if certain rules are met. We will be implementing filters and additional areas soon.
For now let's show you how they work and how powerful they are.
So we will edit the filter and click add a custom filter. In the first drop down, we find a list of fields we parsed as well as any other source fields that InboxParser was able to obtain. Next we choose from various conditions related to the text, date or number. In the third column, we specify the value. With this statement, any email that doesn't have buyer lead in the subject line will be filtered. All that go are let through. Beyond single statement filters you can add either AND filters OR filters. When creating an AND filter, all statements must be true in order for the email to not be filtered. When creating an OR filter, any of the statements can be true in order for the email to not be filtered. Now that you have an understanding of what filters are and how to configure them, let me share a real life scenario where they use throughout the entire process.
Let's say a realtor buys from Zillo, he might have two email InboxParser set up. One for buyer leads formatted one way, and one for seller leads which are formatted in an entirely different way. He would use filters to say if the subject line contains buyer, use this mailbox and parser, or if the subject line contains seller, use this mailbox and parser. Then at the action level, he might have a filter on the SMS message so that it only sends when the body contains the words “sell”.
One final tip with filters, once you set them don't forget you set them. We fill a lot of customer service inquiry about emails not being parsed or actions not running. And it's because the user forgets that they set up a filter that is actually excluding those items from firing.