{"id":41849,"date":"2017-08-02T10:02:14","date_gmt":"2017-08-02T15:02:14","guid":{"rendered":"https:\/\/eshop.macsales.com\/blog\/?p=41849"},"modified":"2019-10-04T16:36:37","modified_gmt":"2019-10-04T21:36:37","slug":"tech-101-smart-mailboxes-in-apple-mail-for-mac","status":"publish","type":"post","link":"https:\/\/eshop.macsales.com\/blog\/41849-tech-101-smart-mailboxes-in-apple-mail-for-mac\/","title":{"rendered":"Tech 101: Automate Emails with Smart Mailboxes for Mac"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-54175 size-full\" src=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/MailIcon.jpeg\" alt=\"\" width=\"225\" height=\"255\" srcset=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/MailIcon.jpeg 225w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/MailIcon-168x190.jpeg 168w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/MailIcon-106x120.jpeg 106w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/MailIcon-106x120@2x.jpeg 212w\" sizes=\"auto, (max-width: 225px) 100vw, 225px\" \/>Last week we published <a href=\"https:\/\/eshop.macsales.com\/blog\/41802-tech-tip-deleted-emails-archived-emails-and-custom-mailboxes-in-apple-mail-for-mac\" target=\"_blank\" rel=\"noopener noreferrer\">a set of tips dealing with Apple Mail, deleting and archiving messages, and creating custom folders<\/a> in which to store specific types of emails for organizational purposes. Today we&#8217;re going to talk about how to automate the categorization of emails through the use of Smart Mailboxes in Apple Mail for <a href=\"https:\/\/eshop.macsales.com\/shop\/Apple_Systems\/Used\/Macs_and_Tablets\" target=\"_blank\" rel=\"noopener noreferrer\">Mac<\/a>.<\/p>\n<p><strong>What Is A Smart Mailbox?<\/strong><br \/>\nA Smart Mailbox isn&#8217;t really a mailbox into which you can move something. Actually, it displays messages that are stored in other mailboxes (your inbox, for example) that meet specific criteria. For example, perhaps you have two or three email accounts and all of those are being used to receive information about a project. You can create a Smart Mailbox that looks for criteria such as project member names, a subject line that contains keywords like a project name or number, and so on. Regardless of what email account the messages are sent to, as long as they meet the criteria they&#8217;ll be visible in the Smart Mailbox.<\/p>\n<p><strong>Where Are Smart Mailboxes Located?<\/strong><br \/>\nYou can find Smart Mailboxes that you&#8217;ve created in the Mailboxes sidebar list. This sidebar is toggled between visibility and being hidden&nbsp;by clicking the &#8220;Toggle Mailbox List&#8221; button (highlighted in red in the image below). The blue arrow in the screenshot below shows the location of the Smart Mailboxes under the &#8220;regular&#8221; mailboxes:<\/p>\n<figure id=\"attachment_54176\" aria-describedby=\"caption-attachment-54176\" style=\"width: 640px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-54176 size-full\" src=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox-1.jpg\" alt=\"The &quot;Toggle Mailbox List&quot; button (red) and Smart Mailboxes (blue)\" width=\"640\" height=\"409\" srcset=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox-1.jpg 640w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox-1-190x121.jpg 190w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox-1-188x120.jpg 188w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox-1-284x181.jpg 284w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox-1-190x121@2x.jpg 380w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox-1-188x120@2x.jpg 376w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox-1-284x181@2x.jpg 568w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><figcaption id=\"caption-attachment-54176\" class=\"wp-caption-text\"><strong>The &#8220;Toggle Mailbox List&#8221; button (red) and Smart Mailboxes (blue)<\/strong><\/figcaption><\/figure>\n<p>Hovering your pointer over the words &#8220;Smart Mailboxes&#8221; brings up a button that says either &#8220;Show&#8221; or &#8220;Hide&#8221; depending on the current state; if your Smart Mailboxes aren&#8217;t visible, click &#8220;Show&#8221; to see them listed below the Smart Mailboxes label.<\/p>\n<p><strong>Creating A Smart Mailbox<\/strong><br \/>\nCreating a new Smart Mailbox is quite simple. In Apple Mail for Mac, select Mailboxes &gt; New Smart Mailbox from the menu bar. The following dialog appears:<\/p>\n<figure id=\"attachment_54177\" aria-describedby=\"caption-attachment-54177\" style=\"width: 640px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-54177 size-full\" src=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox1-1.jpeg\" alt=\"The Smart Mailbox dialog\" width=\"640\" height=\"175\" srcset=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox1-1.jpeg 640w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox1-1-190x52.jpeg 190w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox1-1-284x78.jpeg 284w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox1-1-190x52@2x.jpeg 380w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox1-1-284x78@2x.jpeg 568w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><figcaption id=\"caption-attachment-54177\" class=\"wp-caption-text\"><strong>The Smart Mailbox dialog<\/strong><\/figcaption><\/figure>\n<p>Now comes the fun part; giving the Smart Mailbox a unique name and defining the rules that an email must meet before it is visible in the Smart Mailbox. To change the name, highlight the Smart Mailbox Name field and type in a new name.<\/p>\n<p><strong>Defining Smart Mailbox Rules<\/strong><br \/>\nThe rules for Smart Mailboxes can be as simple or complex as you wish. For example, if you want a Smart Mailbox to capture all email messages from your friend Roger Thornhill (hat tip to the classic Hitchcock thriller&nbsp;<a href=\"http:\/\/www.imdb.com\/title\/tt0053125\/\" target=\"_blank\" rel=\"noopener noreferrer\">&#8220;North By Northwest&#8221;<\/a>), you&#8217;d do the following:<\/p>\n<p><strong>1)<\/strong> Change the name of the Smart Mailbox to Roger Thornhill<\/p>\n<p><strong>2)<\/strong> Set the next line to &#8220;Contains messages that match all of the following conditions&#8221; (the other choice is &#8220;any of the following conditions&#8221;)<\/p>\n<p><strong>3)<\/strong> Use the default toggle &#8220;From&#8221; in the first pop-up&nbsp;menu<\/p>\n<p><strong>4)<\/strong> Select &#8220;is equal to&#8221; from the second pop-up&nbsp;menu<\/p>\n<p><strong>5)<\/strong> Type &#8220;Roger Thornhill&#8221; into the criteria field<\/p>\n<p><strong>6)<\/strong> If you wish for your Smart Mailbox to also show any messages that you&#8217;ve put into trash or have sent back to Mr. Thornhill, check the appropriate boxes. At this point, our Smart Mailbox dialog looks like this:<\/p>\n<figure id=\"attachment_54178\" aria-describedby=\"caption-attachment-54178\" style=\"width: 640px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-54178 size-full\" src=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox2a-1.jpg\" alt=\"The completed Smart Mailbox dialog for a simple Smart Mailbox\" width=\"640\" height=\"170\" srcset=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox2a-1.jpg 640w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox2a-1-190x50.jpg 190w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox2a-1-284x75.jpg 284w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox2a-1-190x50@2x.jpg 380w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox2a-1-284x75@2x.jpg 568w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><figcaption id=\"caption-attachment-54178\" class=\"wp-caption-text\"><strong>The completed Smart Mailbox dialog for a simple Smart Mailbox<\/strong><\/figcaption><\/figure>\n<p><strong>7)<\/strong> Click OK to create the new Smart Mailbox.<\/p>\n<p>Now any messages that come into <i>any<\/i> Mail account from Roger Thornhill are visible in our Smart Mailbox. If we put those messages into the Trash, they&#8217;ll be visible as long as they&#8217;re retained in Trash.&nbsp;Our replies to Mr. Thornhill also appear in the Smart Mailbox.<\/p>\n<p><strong>What Selection Criteria Can Be Set?<\/strong><br \/>\nThe variety of selection criteria for creating Smart Mailboxes is impressive! Clicking on the &#8220;From&#8221; pop-up in the Smart Mailbox dialog shows just how many choices you have:<\/p>\n<figure id=\"attachment_54179\" aria-describedby=\"caption-attachment-54179\" style=\"width: 284px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-54179\" src=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox3a-1.jpg\" alt=\"The list of selection criteria\" width=\"284\" height=\"701\" srcset=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox3a-1.jpg 366w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox3a-1-77x190.jpg 77w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox3a-1-49x120.jpg 49w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox3a-1-131x323.jpg 131w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox3a-1-77x190@2x.jpg 154w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox3a-1-49x120@2x.jpg 98w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox3a-1-131x323@2x.jpg 262w\" sizes=\"auto, (max-width: 284px) 100vw, 284px\" \/><figcaption id=\"caption-attachment-54179\" class=\"wp-caption-text\"><strong>The list of selection criteria<\/strong><\/figcaption><\/figure>\n<p>You also have comparison criteria &#8212; the center pop-up menu provides logical choices for comparisons. Your selection criteria can <i>contain<\/i>, <i>not contain<\/i>, <i>begin with<\/i>, <i>end with<\/i>, or <i>be equal to<\/i> the text that&#8217;s typed into the empty field. For example, perhaps our mythical friend Roger Thornhill has an email account that just shows his initials &#8212; ROT &#8212; in the From field. With our original Smart Mailbox, any emails from that account would not end up in the Smart Mailbox because they don&#8217;t meet the criteria &#8220;From Is Equal To &#8216;Roger Thornhill'&#8221;. Let&#8217;s add another choice to our Smart Mailbox.<\/p>\n<p><strong>Adding More Criteria To A Smart Mailbox<\/strong><br \/>\nWe want to make sure that messages coming from &#8220;Roger Thornhill&#8221; or &#8220;ROT&#8221; end up in the Smart Mailbox. To edit the existing Smart Mailbox, right-click on it and the following context pop-up&nbsp;menu appears:<\/p>\n<figure id=\"attachment_54180\" aria-describedby=\"caption-attachment-54180\" style=\"width: 284px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-54180 size-large\" src=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox4-1-284x323.jpeg\" alt=\"The context menu for a Smart Mailbox\" width=\"284\" height=\"323\" srcset=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox4-1-284x323.jpeg 284w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox4-1-167x190.jpeg 167w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox4-1-106x120.jpeg 106w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox4-1.jpeg 588w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox4-1-284x323@2x.jpeg 568w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox4-1-167x190@2x.jpeg 334w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox4-1-106x120@2x.jpeg 212w\" sizes=\"auto, (max-width: 284px) 100vw, 284px\" \/><figcaption id=\"caption-attachment-54180\" class=\"wp-caption-text\"><strong>The context menu for a Smart Mailbox<\/strong><\/figcaption><\/figure>\n<p>As you can see, there&#8217;s a lot we can do with this mailbox, but in this case, we want to edit it. Select &#8220;Edit Smart Mailbox&#8221;. The Smart Mailbox dialog appears again. Here are the changes we&#8217;ll make:<\/p>\n<p><strong>1)<\/strong> Since we now have two separate criteria that can be met &#8212; &#8220;From Is Equal To Roger Thornhill&#8221; and &#8220;From Is Equal To ROT&#8221; &#8212; we change the second line of the dialog to &#8220;Contains messages that match <i>any<\/i> of the following conditions&#8221;. If we kept this setting at &#8220;all&#8221;, the message would have to be both from Roger Thornhill and from ROT &#8212; an impossible situation &#8212; in order to be visible in the Smart Mailbox.<\/p>\n<p><strong>2)<\/strong> Add the&nbsp;second criterion. To do this, click the plus sign ( + ) on the far right of the conditional dialog. A second line appears, and we select &#8220;From&#8221;, &#8220;Is Equal To&#8221;, and then type in &#8220;ROT&#8221;. The new Smart Mailbox dialog looks like this:<\/p>\n<figure id=\"attachment_54181\" aria-describedby=\"caption-attachment-54181\" style=\"width: 640px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-54181 size-full\" src=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox5-1.jpeg\" alt=\"The updated Smart Mailbox dialog\" width=\"640\" height=\"196\" srcset=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox5-1.jpeg 640w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox5-1-190x58.jpeg 190w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox5-1-284x87.jpeg 284w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox5-1-190x58@2x.jpeg 380w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox5-1-284x87@2x.jpeg 568w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><figcaption id=\"caption-attachment-54181\" class=\"wp-caption-text\"><strong>The updated Smart Mailbox dialog<\/strong><\/figcaption><\/figure>\n<p>Now the Mail messages appear in the Smart Mailbox &#8220;Roger Thornhill&#8221; regardless of what email account he sends the message from.<\/p>\n<p><strong>Complex Conditions<\/strong><br \/>\nThe selection criteria for Smart Mailboxes can be as simple or complex as you wish. Here&#8217;s an example that will look for messages from two important people, messages that are unread, messages that contain attachments, or messages that have a &#8220;high&#8221; priority:<\/p>\n<figure id=\"attachment_54182\" aria-describedby=\"caption-attachment-54182\" style=\"width: 640px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-54182 size-full\" src=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox6-1.jpeg\" alt=\"A more complex set of selection criteria for a Smart Mailbox\" width=\"640\" height=\"283\" srcset=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox6-1.jpeg 640w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox6-1-190x84.jpeg 190w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox6-1-271x120.jpeg 271w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox6-1-284x126.jpeg 284w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox6-1-190x84@2x.jpeg 380w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox6-1-271x120@2x.jpeg 542w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2017\/08\/SmartMailbox6-1-284x126@2x.jpeg 568w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><figcaption id=\"caption-attachment-54182\" class=\"wp-caption-text\"><strong>A more complex set of selection criteria for a Smart Mailbox<\/strong><\/figcaption><\/figure>\n<p>Your selection criteria can be as broad or narrow as you want, and Smart Mailboxes are a tremendous way to organize email automatically.<\/p>\n<hr \/>\n<p>Do you currently use Smart Mailboxes? Let other Rocket Yard readers know how you use them to improve your productivity by leaving a comment below.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Last week we published a set of tips dealing with Apple Mail, deleting and archiving messages, and creating custom folders in which to store specific types of emails for organizational purposes. Today we&#8217;re going to talk about how to automate the categorization of emails through the use of Smart Mailboxes in Apple Mail for Mac. [&hellip;]<\/p>\n","protected":false},"author":81,"featured_media":41822,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"spay_email":"","footnotes":""},"categories":[4],"class_list":["post-41849","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tech-tips"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v20.2 (Yoast SEO v20.2) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Automate Emails with Smart Mailboxes for Mac<\/title>\n<meta name=\"description\" content=\"In this Rocket Yard guide, we show you everything you need to know about automating your emails with Smart Mailboxes for Apple Macs.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, 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