conversations

Set up email filters in your conversations inbox

Last updated: September 28, 2018

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When you connect your team's shared inbox to conversations, all incoming emails will be sent to this inbox. To keep your inbox organized, you can configure filtering rules in your inbox settings to keep your inbox free from emails that don't require your team's attention. 

To configure your filtering rules:

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Conversations Filtering rules
  • Each filtered rule will be enabled by default. Click to toggle each rule's switch ON/OFF. Any conversations that apply to these rules will be moved to the Filtered view in your conversations inbox:
    • Role based emails - emails that are not sent from a particular person but a company, department, position, or group. A complete list of role-based emails: 
      • abuse
      • admin
      • billing
      • compliance
      • devnull
      • dns
      • finance
      • ftp
      • hostmaster
      • info
      • infrastructure
      • inoc
      • ispfeedback
      • ispsupport
      • it
      • list
      • list-request
      • maildaemon
      • marketing
      • no-reply
      • noc
      • noreply
      • null
      • phish
      • phishing
      • postmaster
      • privacy
      • registrar
      • root
      • sales
      • security
      • spam
      • support
      • sysadmin
      • tech
      • undisclosed-recipients
      • unsubscribe
      • usenet
      • uucp
      • webmaster
      • www
    • Subscription Link Emails - emails containing unsubscribe links. 
    • Marketing Emails - emails sent as part of a marketing campaign.
    • Automated Response Email - an auto-generated email such as an automatic reply or out-of-office reply. 
conversations-filtering-rules
  • If there are emails from a particular email address or email domain that should never be filtered in your inbox, enter the email address or email domain into the Whitelist text field. You can add multiple emails and domains, adding a space or comma after each entry. 
  • If there are emails from a particular email address or email domain that should always be filtered in your inbox, enter the email address or email domain into the Blacklist text field. You can add multiple emails and domains, adding a space or comma after each entry. whitelist-blacklist-inbox-filtering-rules
  • Click Save

In addition to the filtering rules above, the following will happen automatically in your inbox:

  • Emails sent from an existing contact in your database will not be filtered.
  • Emails sent from your connected team email address to that same email address will be filtered.
  • Emails sent from a blocked visitor will be filtered.
  • Emails sent from noreply@hubspot.com will be filtered.

If a visitor has been blocked, you can unblock them so that future emails from this sender will be delivered to your inbox. To unblock a visitor:

  • Click the email in the filtered view. 
  • In the visitor details in the right sidebar, click More Unblock senderunblock%20sender
  • In the dialog box, click Yes, unblock email address

To keep your inbox and account clean, any emails that are filtered will not trigger any automated actions in your workflows. This includes creating contact records, tickets, and notifications.

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