This guide explains how to create a template for the sorting/filtering tool (conditions that allow you to automatically classify your emails based on certain criteria) for all your mailboxes on the Infomaniak Web app Mail (online service mail.infomaniak.com).

Preamble

• A template allows you to create the neutral base of a tool that can then be used by multiple users of the same Infomaniak Mail service, or even personalized according to the person who will use it.
• In the case of a rule template, the creator of the template chooses the condition(s) that will trigger the action, but it is up to the end user, from their Mail, to define the action to be performed (e.g., moving to a specific folder) when they add a rule based on the existing template.
• For privacy reasons, it is not possible to apply sorting rules to multiple email addresses at the same time.
• You can also hide a template so that it is no longer used.

Create a sorting rule template

To create a template:

1. Click here to access the management of your product on the Infomaniak Manager (need help?).
2. Click directly on the name assigned to the product in question.
3. Click on Global Configuration in the left sidebar.
4. Click on the Rules tab.
5. Click on Add a rule template:
   
6. Give a name to the template.
7. Define the condition for which the end user can choose the action to trigger.
   • The different conditions available for sorting filters are presented in this other guide.
8. If the Make visible option is enabled (during creation or also possible afterwards), the rule models created will be suggested to users of email addresses that go to their FILTERS AND RULES section.
9. Press Add the model:
   
   • When the user of an email address from the Mail Service on which the rule model has been defined goes to the configuration of their sorting rules, they will be able to choose the model as a basis for work, which will save them from having to reconfigure a potentially complex configuration, and simply choose the action to be performed: