Managing Email Filters and Filter Logic

Manage email filters to forward emails through default and domain-specific rules.

Adding Filters

Email Filters allow you to control which emails and attachments are accepted and processed by Conexiom. You can set default filtering rules that apply across all buyer domains, and create domain-specific overrides for more granular control. For more information on buyer lists, click here.

How Email Filters Work

The email filtering system operates in two possible ways:

• Default filters: Apply to all buyer domains unless a domain-specific override exists

• Domain-specific filters: Overrides take precedence over default filters for specific domains

When an email arrives, the system does the following:

• Checks if a domain-specific filter exists for the sender's domain

• If yes, applies the domain-specific filter rules

• If no, applies the default filter rules

The system processes the email only if it passes all filter criteria.

Default Filters

Default filters can consist of these components:

• Which buyer domains are included

• Acceptable file formats

• The keywords that are included

• The keywords that are excluded

Domain-Specific Overrides

Domain-specific overrides allow you to apply different filtering rules for specific buyer domains. When an override exists, it completely replaces the default filter rules for that domain.

Like filters, override configurations can consist of these components:

• Which buyer domains are included

• Acceptable file formats

• The keywords that are included

• The keywords that are excluded

Filter Logic and Evaluation Order

Filter Check Details

The following details how emails are checked by filters. Using it in advance, you can check your filter design for accuracy.

File Format Check

• Email must have at least one attachment matching accepted formats

• If no accepted formats specified, all formats pass

• If accepted formats specified, at least one attachment must match

Include Keywords Check

• If Include keywords list is empty: Check passes automatically

• If Include keywords list has values: Subject or body must contain at least one keyword

• Keywords are case-insensitive

• When using multiple keywords, separate them with a comma and a space
  For example: "PO", "purchase order", "urgent"

Exclude Keywords Check

• If Exclude keywords list is empty: Check passes automatically

• If Exclude keywords list has values: Subject and body must not contain any keyword

• Keywords are case-insensitive

• If any Exclude keyword matches, email is blocked

• When using multiple keywords, separate them with a comma and a space
  For example: "quote", "estimate", "inquiry"

Combined Logic

Email is processed if the following are in place:

• File Format matches

• Include keywords match (or the Include Keywords list is empty)

• No Exclude keywords match (or the Exclude List is empty)

Examples

Example 1: Basic Setup - “Accept All Orders”

Example 2: “Accept Only Priority Orders”

Example 3: “Accept Multiple Buyers with Different Requirements”