Why wasn't an email added to a folder?
Folio uses AI to add relevant emails into your Smart Folders. In order to do so, we create filters based on the Smart Folder parameters. So if an email doesn't match any of these parameters, the email will not be included in the folder.
For example, if a Smart Folder is created for a property address (eg, 123 Main St., #35), only emails that contain "123 Main" AND the number "35" will be included. That way, if you have another Smart Folder for apartment #48, the emails will be sorted into the correct folders.
What about contacts?
If you create a pre-contract Smart Folder, the parameters will be based on the buyer or seller’s email address. Emails on which that email address appears in the To, From, CC, or BCC fields will be added to the folder.
What if the folder settings mention keywords and email addresses?
Smart Folders can be created based on complex parameters. To learn more about these and how they will affect which emails are added to a Smart Folder, please see Using Any and All in your Smart Folder Settings.
This feature is not available to Real Estate users yet.
Why was my email added to the wrong folder?
Sometimes, one email can include text or email addresses which match the filters for more than one folder. Luckily, in Gmail, an email can appear in more than one folder at a time. In that case, the email will appear in both Smart Folders for which the email fulfills the parameters.
In Office 365, an email can only be included in a single folder, so Folio will assign an email that matches multiple Smart Folder parameters to the folder that appears first in the subject line and email text.
Can I manually add an email into a smart folder?
Yes, you can! For information on how to do so, please see Add Emails to a Smart Folder.
If you have any questions about your Smart Folder settings or why an email was or wasn't added to a folder, please contact us and include a screenshot of the entire email, including the subject line and text, and we'll be happy to assist.