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!
Hello @TrustinusLLC ,
UPDATED: March 2018
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:
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.
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?
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, email@example.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.
Hope this helps,
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!
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?
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.
- 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"
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.
- 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.