How to send to List A, but exclude those people who also appear on List B

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How to send to List A, but exclude those people who also appear on List B

The subject header says it all.

 

I've got a giant list of customers in California.

 

But I've also got a list of "Customers of Client X".

 

Now I want to do a mailing to my giant California list, but need to EXCLUDE anyone on that list who is also in the "Customers of Client X" list.

 

Can someone please explain how you can easily do this in Constant Contact? 

 

I have been using another email provider, and this was simple to do.  You simply selected the California list as a "send to" list, and told the system to exclude anyone on the "Customers of Client X" list.

 

Thanks in advance for any help.

 

Michael

1 ACCEPTED SOLUTION
Employee

Hello @TrustinusLLC , 

 

UPDATED: December 2019

 

Users with less than 10,000 contacts in their account have the option to tag the unwanted list and limit their recipients by this tag. This feature is however not available in account with over 10,000 contacts in it. Instead we suggest following these steps to create a list for the desired tagged contacts and schedule the email to this list instead.

 

---------

 

At this time, in order to perform this action within your account you would need to create the list of contacts to send to.  In order to do this, there are a few steps involved: 

 

  1. Create a duplicate list of the California list, you can name this something like California minus Clients of X. 
  2. Go to the "Customers of Client X" list (the one you want to exclude).  Select all of the contacts. 
  3. Remove these "Customers of Client X" contacts from your new California minus Clients of X list.
  4. Once this action is complete, the new list will be left with all contacts who were within the original California list, that were not on the Clients of X list.

 

The other option, if you are using a third-generation campaign, is to add all of "Clients of X" to a tag and then choose the "Don't send to contacts who are also tagged with" option when scheduling an email. 

 

If you need any help with this or have further questions, please let us know.  

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80 REPLIES 80
Regular Participant

Hi Avi,

 

I tried the method you suggested, which looked promisong - especially the "Voila!" Part, but got bogged down at step 3 ("Go back into the Contacts > click on Remove list"), and could go no further.

 

I don't understand that step ... So no Voila! for me yet.

 

Could you please expand, or even add a screen-shot.

 

Hello @Jamazio , 

 

I would be happy to help you further with this issue. It looks as if you were replying to someone that had sent you instructions; however I cannot see the previous correspondence.  Can you tell me what you are trying to do?  Are you trying to remove contacts from a specific list, all lists or from the account?  This FAQ might be helpful to you.  If this does not answer your questions, please respond with some more information or possibly the steps you were given previously so we can better assist you.  

 

 

Regular Participant

I wrote a message to my General list, and created two additional customized versions to send to two small subsets of the list. It was easy to create lists for the smaller groups, and send the customized email to them.

In order to send the email to the rest of the general list, I.e. not including the list of the sub-groups, the procedure I found suggested

1. making a copy of the entire General List
2. Remove the subgroup lists from the copied list
3. Send the generic version of the email to the thus-reduced General List
4. Discard the copy of the General List.

I could not find a way to bulk-remove the members of the subgroups, so resorted to removing them manually one-by-one. Fortunately there were only 30 in this case, but I know I won't be so lucky with my next campaign.

It would be so easy if CC had the capacity to specify send to [List A - Lists B and C].

Most other systems can do this, and there are several references to CC considering it, or proposing to, but nothing seems to have materialized

The suggested approach feels like a very clunky work-around.

Please clarify the steps to bulk-remove records from (only) the copy Main List.

Please prod the people looking at the professional-like solution and let's get it working like it could.

Being able to deliver tailored messages to segments of the general List is a basic requirement for professional marketing communications.
.

Hi @Jamazio 

 

It sounds like the best option we have for you is to use our Tagging feature. With the tagging feature, you don't need to create a copy of your original list and then remove contacts from it. It's much easier than the remove feature we used to have in this case. 

 

Please note: You can add tags to your contacts individually within your account or you can do this upon Import. 

 

This way you can have your full list - Tag A, Tag B, Tag C.

 

Upon scheduling your email, you can select General List  - narrow it down to Tag A,  then for Tag B and then do the same for Tag C.  See instructions here. This will only send to Tag A, and so forth.

 

Then if you want to remove those Tagged contacts from a specific list you can do this:

 

  • Open Contacts
  • Scroll to the Tags
  • Click on the tag of the contacts you wish to remove from a specific list
  • When the tag is open & you see the contacts > check the box to select all at the top
  • Click on Add to Email Lists
  • Uncheck the lists you don't want these tagged contacts on
  • Click Apply

Please let me know if that makes sense and if there's anything else we can help you with! 

Occasional Participant

This isn't a bad way to specifically target tagged lists within lists, but Constant Contact REALLY needs to be able to EXCLUDE certain tagged lists as well. 

 

 

Regular Participant

+1

 

CC has been saying the developers are working on this since 2007.  C'mon.  It should not take a decade to implelemt a simple rudementary exclusion feature. 

 

1) Select list(s)

2) Deselect (exclude) anyone from #1 manually or by tag. (for this one email).  

 

 

 

 

 

Occasional Participant

Is this still not possible without duplicating the list and removing people from it??????

@AmandaP523

 

Thank you for reaching out to the Community! Duplicating the lists and removing contacts from it is one way to send to the contacts you want. A new way to filter your contacts is by tagging. You are now given the option to filter by tags and choose how you want to narrow down when scheduling your email.

 

I hope this provides you with an alternative way to schedule an email to your contacts. In the meantime, if you have any further questions please feel free to reach out to us here. We are always happy to assist you in any way we can!


Taryn Leinweber
Community & Social Media Support

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Employee

Hello @TrustinusLLC , 

 

UPDATED: December 2019

 

Users with less than 10,000 contacts in their account have the option to tag the unwanted list and limit their recipients by this tag. This feature is however not available in account with over 10,000 contacts in it. Instead we suggest following these steps to create a list for the desired tagged contacts and schedule the email to this list instead.

 

---------

 

At this time, in order to perform this action within your account you would need to create the list of contacts to send to.  In order to do this, there are a few steps involved: 

 

  1. Create a duplicate list of the California list, you can name this something like California minus Clients of X. 
  2. Go to the "Customers of Client X" list (the one you want to exclude).  Select all of the contacts. 
  3. Remove these "Customers of Client X" contacts from your new California minus Clients of X list.
  4. Once this action is complete, the new list will be left with all contacts who were within the original California list, that were not on the Clients of X list.

 

The other option, if you are using a third-generation campaign, is to add all of "Clients of X" to a tag and then choose the "Don't send to contacts who are also tagged with" option when scheduling an email. 

 

If you need any help with this or have further questions, please let us know.  

View solution in original post

I've used this method in the past with success, but I tried again today for two new emails and it's not working. I don't get the - symbol to exclude. Has something changed? Is there another work around?

Hi @LeahS41

You're right, this process was updated recently. Instead of having one function to add and remove we've broken them out into their own steps. If you wanted to compare one list to the other you would need to select the contacts and remove them from the lists you don't want them in. For example, John Smith, jsmith@abc.com is on my General Interest list and I want to make sure this is the only list he is on. I could check him off and click "Manage Lists" > "Remove from lists" and then check all the lists I don't want him part of.

 

2015-10-19_10-06-40.jpg

 

Hope this helps, 

Hannah M.
Community and Social Media Support

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Regular Participant

The updated steps don't make sense to me.

 

I have a general list. I also have a list of people who have bought Product A. I want to send a sales email about Product A. But I want to eliminate everyone who has already purchased the product, which means I want to elimate everyone on my Product A list..

 

How do I remove all Product A names from the General List for this one-time mailing? Do I have to create a new list, add in all the Product A names, then manually go through and hunt for duplicates and delete both sets of emails from any name that shows up twice? Goofy!

 

 

HI @PianoTeam

Thanks for the example. To clarify, you want to send the email to your General List once you've eliminated everyone on the Product A list?

 

There isn't a way to make this a one time change--you would need to make duplicates of each list in question. 

 

Once you have copies of the lists (Lets call them General Interest 2 and Product A2) you would want to open, view and select all the contacts in list Product A2. Click Manage list > Remove from List  and then uncheck the General Interest 2 list. 

 

Does this help?

Hannah M.
Community and Social Media Support

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Occasional Participant

I guess this is a workaround but it seems like an overly complicated solution for an ordinary emailing need. Is Constant Contact working on a new feature for this? I'm frustrated by how time consuming this is and how duplicative it becomes... a bunch of new contact lists for every time you want to send to a list, excluding X people. Please come up with a better solution for this.  

Hi @SarahC31 

 

I apologize for any inconvenience this workaround may cause! Being able to limit your sends in an easier way can be done through a tag on accounts with less than 10,000 contacts. Because you (along with other users in this thread) have a larger amount of contacts, we suggest these steps of manually creating a new list for the desired contacts and scheduling the email to that list. Being able to limit your contact by tag in accounts with over 10,000 contacts is however a feature request we have tracked in your account. Please let us know if there is anything else we can assist with in the meantime.


Frankie.P
Community & Social Media Support

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Update: With a list of under 10,000 (which I have right now, but won't have in about 2 weeks), I created a Suppression Tag and then tagged the customers in my Shopify Customers list that I did not want to receive a certain email. Then I set up the email, and excluded anyone that is labelled with that tag. This should work great and certainly much easier than duplicated lists and deleting people.. (SMH). BUT if you have a list of over 10,000 I haven't gotten that far with this system yet but I'm hoping that it's not a big snafu like a lot of things seem to be with this system as opposed to other ones I've used.

Occasional Participant

I have two lists; they are large and there is overlap between them.

I want to mail to the entire main list but excluding anyone who may also be on the second list. 

 

 

I remember someone walking me through this years ago, and I can't remember how to do it. 

 

Please help; searching the board brings up nothing. 

Hello @KirstenP73,

 

- To add or remove contacts from a list, you will start by going to your "Contacts" page and clicking on the list that you want to remove from your Main List. You will then go select the check box next to the word "Name"

2016-07-08_1021.png

After you select the checkbox next to "Name", you click "Manage Lists", you will click "Remove From Lists" and it will take those contacts off of the list you select.

2016-07-08_1024.png

 

You can click here to see a step by step as well. 

 

- If you are sending to both lists and there is overlap, the system is smart enough to recognize duplicates and even if they are on both lists and you send out the email, the person will only receive the email one time. 

Hayley L
Community & Social Media Support

If you find my post helpful, and it answers your question, please mark it as an "Accepted Solution" by clicking the Accept as Solution button in the bottom right hand corner of this post.