Creating Folder and Filters in Zoho

This article was originally created in Microsoft Word. Feel free to download a copy linked below. It contains images that illustrate the process of creating folders and filters within Zoho. 

This guide will allow you to create folders and filters within the Zoho Desktop Client. This will allow you control over where your emails are sorted and where to access them.

Creating a Folder

Step 1: Open the Zoho Mail Client. 

Step 2: Select the Add symbol next to the “Folders” section on the left-hand side.

Step 3: Name the folder and select where you would like it placed. If you would like the folder to be a subfolder, select the “Placed Under” dialog box and select the folder you want it placed under.

Step 4: Select Save.

Now that you have created a folder, let’s set up filters to direct traffic to the new folder.

Creating an Email Filter

Step 1: On the top right-hand side of the screen, select the cogwheel located below your icon.

This will open the Settings menu. On the left-hand side, you can scroll down until you reach the “Filters” section.

Step 2: Select “+ New Filter”

Step 3: Complete the required sections.

      A.       Filter Name

      B.       Email Address

      C.      Destination Folder

      D.      Save

 This will allow you to name, set, and design custom filters ranging from blocking keywords or placing specific senders in a dedicated folder.