Excluding Lists from Email Sends

You can exclude lists when sending emails. This feature is tied directly to lists and emails. Using this feature means you do not have to spend time creating a rules-based list in order to suppress a segment from a specific email send.

This article will detail how to exclude lists from email sends.

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Article Contents

• Excluding from Lists
• Excluding from Emails
• Excluding When Editing Emails
• Excluding When Sending New Email Jobs
• After the Email Sends

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Lists

Email

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers
Salespersons
Jr. Salespersons

Excluding from Lists

After creating a list, you can schedule created emails to that list. And, when scheduling emails, you can exclude a list from being sent to.

1. Click Lists in the left toolbar.
   
   

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2. Click    Options > Send Email to List to the right of the list that will be scheduled in an email.
   
   

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3. Choose either to send the email in the Scheduling section of the modal window that appears:
   • As soon as possible
   • At a designated time
4. Enter the name of the email to schedule for sending in the Email section. 
5. Enter any combination of lists or user tags to exclude sending the email to in the Exclusions section.
6. Optionally, check any or all of the following checkboxes:
   • Exclude recipients who have already received this email
   • Exclude recipients with low engagement
7. Click Send.
   
   

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8. Click Send Email in the modal window that appears.
   
   

Excluding from Emails

You can send to lists directly from the list of available emails.

1. Click Emails in the left toolbar.
2. Hover over the desired email and click    Send to List.
   
   

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3. Choose either to send the email in the Scheduling section of the modal window that appears:
   • As soon as possible
   • At a designated time 
4. Enter the name of the list of recipients or user tags to send the email to in the Recipients section.
5. Enter any combination of lists or user tags to exclude sending the email to in the Exclusions section.
6. Optionally, check any or all of the following checkboxes:
   • Exclude recipients who have already received this email
   • Exclude recipients with low engagement
7. Click Send.
   
   

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8. Click Send Email in the modal window that appears.
   
   

Excluding When Editing Emails

You can send to lists and schedule to send an email when editing emails.

1. Click Emails in the left toolbar.
2. Hover over the email that will be scheduled and click    Edit Email.
   
   

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3. Make any desired changes to the email and click Send.
   
   

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4. Choose either to send the email in the Scheduling section of the modal window that appears:
   • As soon as possible
   • At a designated time
5. Enter the name of the list of recipients or user tags to send the email to in the Recipients section.
6. Enter any combination of lists or user tags to exclude sending the email to in the Exclusions section.
7. Optionally, check any or all of the following checkboxes:
   • Exclude recipients who have already received this email
   • Exclude recipients with low engagement

8. Click Send.
   
   

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9. Click Send Email in the modal window that appears.
   
   

Excluding When Sending New Email Jobs

You can send to lists and schedule new email jobs directly from the email dashboard view. 

To exclude a list when scheduling new email jobs, do the following: 

1. Once created, Hover over the desired email and click  Send to List.
2. Choose either to send the email in the Scheduling section of the modal window that appears:
   • As soon as possible
   • At a designated time
3. Enter the name of the email to schedule for sending in the Email section. 
4. Enter the name of the list of recipients or user tags to send the email to in the Recipients section.
5. Enter any combination of lists or user tags to exclude sending the email to in the Exclusions section.
6. Optionally, check any or all of the following checkboxes:
   • Exclude recipients who have already received this email
   • Exclude recipients with low engagement
7. Click Send.
   
   

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8. Click Send Email in the modal window that appears.
   
   

After the Email Sends

When the email is sent, any leads that are in the lists being sent to that are also in one or more of the excluded lists will be excluded from the send.

The associated Email Job Report includes which lists were sent to, and which lists were suppressed from the email job. If the email was scheduled to be sent to more than one list, the email job is consolidated into one job.