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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Available with: | ||||
Marketing Automation | ✓ | ||||
CRM Ultimate | |||||
CRM PRO | |||||
CRM Free | |||||
Toolbar: | |||||
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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:
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Click Lists in SharpSpring's left toolbar. |
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Click |
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Choose either to send the email in the Scheduling section of the modal window that appears: |
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4. |
Enter the name of the email to schedule for sending in the Email section. |
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5. |
Enter any combination of lists or user tags to exclude sending the email to in the Exclusions section. |
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Optionally, check any or all of the following checkboxes: |
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Click Send. |
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Click Send Email in the modal window that appears. |
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:
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Click Emails in SharpSpring's left toolbar. |
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2. |
Hover over the email that will be scheduled. |
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3. |
Click |
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Choose either to send the email in the Scheduling section of the modal window that appears:
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5. |
Enter the name of the list of recipients or user tags to send the email to in the Recipients section. |
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Enter any combination of lists or user tags to exclude sending the email to in the Exclusions section. |
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Optionally, check any or all of the following checkboxes: |
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8. |
Click Send. |
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9. |
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.
To exclude a list when scheduling from an open email, do the following:
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Click Emails in SharpSpring's left toolbar. |
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2. |
Hover over the email that will be scheduled. |
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Click |
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4. |
Click Send. |
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5. |
Choose either to send the email in the Scheduling section of the modal window that appears: |
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6. |
Enter the name of the list of recipients or user tags to send the email to in the Recipients section. |
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7. |
Enter any combination of lists or user tags to exclude sending the email to in the Exclusions section. |
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8. |
Optionally, check any or all of the following checkboxes: |
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9. |
Click Send. |
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10. |
Click Send Email in the modal window that appears.
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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. |
Click Emails in SharpSpring's left toolbar. |
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2. |
Click |
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3. |
Choose an email from the left, click Send..., and then choose to either send:
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4. |
Enter the name of the list of recipients or user tags to send the email to in the Recipients section. |
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5. |
Enter any combination of lists or user tags to exclude sending the email to in the Exclusions section. |
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6. |
Optionally, check any or all of the following checkboxes: |
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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.