How do I use Global Filters to control my data?

Global Filters apply to your whole account, before any filters you set on a report. Use them to leave out emails you never need to reply to, such as LinkedIn notifications or no-reply senders.

Note

Global Filters only change your reports. Emails still arrive in your mailbox as normal.

Open Global Filters

1. Click your name in the bottom-left corner and select Settings.
2. Go to Global Filters.

There are 4 tabs. A fifth tab, Smart categories, appears only after Smart features are turned on.

Tab	What it does
Blocked domains	Leaves out emails from whole domains, such as linkedin.com.
Blocked email addresses	Leaves out emails from single addresses, such as [email protected].
Custom rules	Filters emails by sender, recipient, subject or label.
Outliers	Leaves very long reply times out of your averages. See What does “Excluded from stats because it is an outlier” mean?
Smart categories	Leaves out conversations that Smart puts in the categories you choose, such as Spam or Marketing. Shown only when Smart features are on.

Block domains

1. Open the Blocked domains tab.
2. Under Block new domains, type a domain and press Enter. Repeat for each domain. For example, linkedin.com.
3. Click the Block button. It shows how many you’re blocking, for example Block 3 domains.

To unblock domains, tick them in the list and click the unblock button. It shows how many you are unblocking, for example Unblock 3 selected domains.

Caution

When you unblock a domain, its emails are added back into all your reports, including past data.

Block email addresses

1. Open the Blocked email addresses tab.
2. Under Block new email addresses, type an address and press Enter. Repeat for each address.
3. Click the Block button, for example Block 3 email addresses.

To unblock addresses, tick them in the list and click the unblock button, for example Unblock 3 selected email addresses. Their emails are added back into all your reports, including past data.

Block many addresses at once

1. On the Blocked email addresses tab, click Download example CSV to see the format.
2. Click Select File and choose your CSV file.
3. Click Block email addresses from CSV.

To find which addresses to block, see How do I find no-reply addresses to block?

Add a custom rule

Tip

Before you add a rule, check whether a blocked domain or blocked email address would do the same job. They work faster.

1. Open the Custom rules tab and click Add rule.
2. Enter a Rule name.
3. Choose a Field (From, To, Cc, Subject or Label), an Operator, and a Value.
4. Click Save rule.

Each rule has an Active switch, so you can turn it off without deleting it. To change a rule, open it in the list, make your changes and click Update rule.

Use “does not” to leave emails out

A rule keeps the emails that match it. To leave emails out, use one of the “does not” operators: does not equal, does not contain, does not begin with or does not end with.

Examples

To…	Field	Operator	Value
Leave out emails from no-reply senders	From	does not contain	noreply
Leave out emails with a word in the subject	Subject	does not contain	the word or phrase
Only see emails from one person	From	equals	[email protected]

Don’t filter out your own domain

From includes every sender in the thread. A rule like From does not contain @yourcompany.com would drop every conversation your company has replied to, including customer conversations. Blocking your own domain does the same. To leave out internal conversations, use Filters on a report, open Conversation type and untick Internal.

Need help or have feedback?

Email us at [email protected]. We’re happy to help.