If you’ve decided to give SaneBox a try to improve your email organisation, here’s a step-by-step guide on how to get started.
Sign up and choose a plan
To get started, visit the SaneBox website and sign up for an account. You can use your existing email address to create your account. SaneBox offers a free trial, allowing you to experience its basic functionality. After the trial period, you’ll need to choose a paid plan to access the full set of features.
Connect your email account
Once you've created your account, you’ll need to connect your email provider to SaneBox. SaneBox works with a range of popular email providers, including Gmail, Outlook, and Apple Mail. Simply authorise SaneBox to access your email account, and it will begin sorting your emails automatically based on its algorithm.
Set up your folders and preferences
After connecting your email account, you can start customising your settings. You can create folders to categorise different types of emails, such as client communications, newsletters, or team emails. SaneBox also lets you customise its filters to suit your specific needs. You can choose which types of emails you want to have sorted automatically and which ones you want to keep in your main inbox.
Train SaneBox to improve its sorting accuracy
As you begin using SaneBox, it will learn from your email habits. If it miscategorises an important email, you can simply drag it into the correct folder, and SaneBox will update its filtering rules. Over time, this will improve the accuracy of its sorting and ensure that only the most relevant emails land in your inbox.
Use snooze and reminders for follow-up
One of SaneBox's advanced features is the ability to snooze emails for later follow-up. If you don’t have time to deal with an email right away, you can snooze it to return to your inbox at a later time or date. You can also set reminders for emails that require action. These features help keep your inbox organised while ensuring that nothing important slips through the cracks.
Monitor your email traffic and performance
Once your account is set up, you can monitor your email traffic through SaneBox’s dashboard. This will give you insights into how much email is being sorted, how many emails have been moved to SaneLater, and how well SaneBox’s filters are working. You can use this data to adjust your filters and improve your email organisation over time.
Conclusion
SaneBox is an excellent tool for anyone who deals with a high volume of email. Its automated email sorting, customisable filtering, and advanced features like snooze and reminders help keep your inbox organised and reduce email clutter. It’s ideal for B2B marketers and professionals who want to focus on important emails without getting overwhelmed by the noise. While the free version offers basic functionality, the paid plans unlock advanced features that are useful for those who need more control over their inbox. If you’re looking for a simple, effective way to improve email organisation, SaneBox is definitely worth considering.