Exclusions (Optional)
This is an optional step, if you have any email addresses or email domains that you don't want to send emails to.
Last updated
This is an optional step, if you have any email addresses or email domains that you don't want to send emails to.
Last updated
Now you’ve got everything set up and ready to send - but what if there are Organizations or individuals you don’t want to contact? If you have a list of current clients, partners, active sales engagements, or competitors that you don’t want to contact, then you can add these as exclusions, so they won’t be contacted by your campaign.
There are two different types of exclusions you can add:
Email Exclusions: individual email addresses that will stop Outbase from sending any emails to that specific address. For example, if you were to add john.smith@outbase.com to your exclusions then this would stop emails being sent to this address, but we would still contact other individuals at Outbase, like emma.jones@outbase.com.
Domain Exclusions: domain level exclusions will stop Outbase from sending to any people with the excluded email ID. For example, if you were to add outbase.com as a domain exclusion this would stop Outbase from sending to anyone with an @outbase.com email address, including John and Emma from the above example!
This data can normally be generated through a simple CRM export based on status.
Any prospect who responds to your emails, or clicks the unsubscribe link in your email is automatically added as an exclusion, and won’t receive any further emails from your campaigns.
To add your exclusions:
1. Click to expand the Exclusions section in your campaign and then click any of the View All links. 2. This takes you to the Exclusions page. Click the Add button from either the Email Exclusions or Domain Exclusions area.
3. In the pop-up window, you have the option to manually add the emails and domains in the box on the right, or click UPLOAD CSV FILE below, to open the file on your device with your exclusions.
If you are uploading a CSV file, all domains, and email addresses to be excluded need to be listed in a single column with the heading “Exclusions”.
4. Once you’re finished click Save. Your exclusions will then be processed and you will be shown how many were imported and download any failed records (normally incorrectly formatted email addresses) for your reference.
5. Click I’m done and your exclusions should be visible, in either the Email Exclusions or Domain Exclusions column.
From the exclusions page, you can also see columns for Responder Exclusions and Unsubscribes. When your campaign starts, anyone who responds to your emails will automatically be added to your exclusions, in the Responder Exclusions column, meaning they won’t receive any further emails from your campaign(s).
The unsubscribe column keeps a record of anyone who clicks on the unsubscribe link in your emails in a similar way, to prevent any further emails from being sent to them.
All of the data here is exportable at any time for your records, as a CSV file, using the Export buttons in the relevant columns.
