More exclusionary filters in Engage
K
Kasey Marchant
Have the ability to exclude a segment of contacts from email outreach without needing to use tags. For example, when you want to send an email to everyone minus a certain group, or minus a specific contact.
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C
Clara Barnes
Yes, please make the process of customizing a segment or Engage list much easier for the organization. Also, once a list is customized, allow the revised list to be saved as a new segment. Currently, the user has to manually go into each record to change the tags and then return to creating a new segment to get the desired results. Such a time consuming process that also leaves plenty of room for human error.
Nix B
Exclude Individual Contacts from Tag-Based Email Sends
Currently, when sending an email to a group using a tag (e.g., “donor”), all contacts with that tag are included. The request is to allow users to exclude specific individuals from a tagged group without removing the tag entirely. For example, if a donor has already given to a campaign, they could be unchecked from that email while still retaining the “donor” tag for future campaigns.
K
Keegan Fifer
Yes, I think this is super important!
J
Julianna Henderson
Yes!! For us, we will sometimes exclude people who have already given. This would really help with membership renewals and event campaigns.