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. Article Contents Excluding from Lists Excluding from Emails Excluding When Editing Emails Excluding When Sending New Email Jobs After the Email Sends	Available with:
	Marketing Automation	✓
	CRM Ultimate
	CRM PRO
	CRM Free

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	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. To exclude a list when scheduling emails, do the following:

1.	In SharpSpring's top toolbar, click Contacts > Lists.	Click to enlarge.
2.	To the right of the list that will be scheduled in an email, click Options > Send Email to List.
3.	In the Scheduling section of the modal window that appears, choose either to send the email: • As soon as possible • At a designated time
4.	In the Email section, enter the name of the email to schedule for sending.
5.	In the Exclusions section, enter any combination of lists or user tags to exclude sending the email to.
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.
8.	In the modal window that appears, click Send Email.

Excluding from Emails

You can send to lists directly from the list of available emails. To exclude a list when scheduling an email, do the following:

1.	In SharpSpring's top toolbar, click Content > Emails.	Click to enlarge.
2.	Hover over the email that will be scheduled.
3.	Click Send to List.
4.	In the Scheduling section of the modal window that appears, choose either to send the email: • As soon as possible • At a designated time
5.	In the Recipients section, enter the name of the list of recipients or user tags to send the email to.
6.	In the Exclusions section, enter any combination of lists or user tags to exclude sending the email to.
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.
9.	In the modal window that appears, click Send Email.

Excluding When Editing Emails

You can send to lists and schedule to send an email when editing emails. To exclude a list when scheduling from an open email, do the following:

1.	In SharpSpring's top toolbar, click Content > Emails.	Click to enlarge.
2.	Hover over the email that will be scheduled.
3.	Click Edit Email.
4.	Click Send.
5.	In the Scheduling section of the modal window that appears, choose either to send the email: • As soon as possible • At a designated time
6.	In the Recipients section, enter the name of the list of recipients or user tags to send the email to.
7.	In the Exclusions section, enter any combination of lists or user tags to exclude sending the email to.
8.	Optionally, check any or all of the following checkboxes: • Exclude recipients who have already received this email • Exclude recipients with low engagement
9.	Click Send.
10.	In the modal window that appears, click Send Email.

Excluding When Sending New Email Jobs

You can send to lists and schedule new email jobs directly from the main dashboard view in SharpSpring. To exclude a list when scheduling new email jobs, do the following:

1.	In SharpSpring's top toolbar, click New > Email Jobs.	Click to enlarge.
2.	In the Scheduling section of the modal window that appears, choose either to send the email: • As soon as possible • At a designated time
3.	In the Email section, enter the name of the email to schedule for sending.
4.	In the Recipients section, enter the name of the list of recipients or user tags to send the email to.
5.	In the Exclusions section, enter any combination of lists or user tags to exclude sending the email to.
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.
8.	In the modal window that appears, click Send Email.

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.

Articles in this section

Article Contents

Excluding from Lists

Excluding from Emails

Excluding When Editing Emails

Excluding When Sending New Email Jobs

After the Email Sends

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Articles in this section

Article Contents

Excluding from Lists

Excluding from Emails

Excluding When Editing Emails

Excluding When Sending New Email Jobs

After the Email Sends

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