Exclude and filter recipients from your email campaigns

When creating your email campaign, you can choose your recipients from your existing lists and segments in the Recipients step. However, you may need to:

  • Exclude (Don't send to) certain segments or lists that might contain recipients you don't want to send the campaign to. For example, this can be useful if some of your contacts are present in several lists and you don't want them to receive your newsletter.
  • Filter recipients (Add a condition) of your campaign according to certain criteria, using the segmentation tool integrated into the Recipients step. For example, you can decide to send your campaign only to recipients whose account manager is Abby or John.

❌ Exclude recipients from your email campaigns

❗️ Important
If a contact in your Send to recipients is also in your exclusion list or segment, they will not receive the campaign.

Use the Don't send to option to exclude contacts from your recipients:

  1. Access and fill in the Recipients step of your email campaign creation. 
  2. Click Advanced options to display the Don't send to option.
  3. In the Don't send to drop-down list, choose the contact lists or segments to exclude from your recipients. The campaign will be sent to all selected contacts except those in the lists or segments selected in the Don't send to option. 
    campaign-creation_dont-send-to-option_EN-US.gif

  4. (Optional) Filter your recipients with the Add a condition option. To learn more, check our dedicated section below Filter recipients from your email campaigns.
  5. Click Save. The new number of recipients has been updated so you know how many emails will be sent. 

Congratulations! 🎉 You have excluded some of your contacts from your recipients. You can now continue with the Subject and Design steps of your email campaign creation.

🚰 Filter recipients from your email campaigns

  1. Access and fill in the Recipients step of your email campaign creation. 
  2. Click Advanced options to display the Filter recipients option.
  3. Click Add a condition to filter very precisely which contacts you want to send your campaign.
  4. Select a saved segment, or click + Add a filter to choose conditions and segment your recipients. You can set as many conditions as you want.campaigns_filter-recipients-option_EN-US.png
    ➡️ For example
    If you want to send your email only to customers who have opened at least one of your emails, select Email > Email opened > Any type of email > at least > 1 time > Over all time.
    email-opened-example-segment-condition_EN-US.png
  5. Click Apply condition.
  6. (Optional) Exclude some contacts from your recipients' list with the Don't send to option. To learn more, check our dedicated section above Exclude recipients from your email campaigns.
  7. Click Save. The new number of recipients has been updated so you know how many emails will be sent. 

Congratulations! 🎉 You have now filtered your recipients based on the criteria you have selected. You can now continue with the Subject and Design steps of your email campaign creation.

⏭️ What's next?

🤔 Have a question?

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