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March 14, 2018
Question

Need to exlcude campaign members.. any ideas?

  • March 14, 2018
  • 1 reply
  • 2441 views

We are running a campaign for which we want the campaign members to be excluded from all other communications except for a couple significant communications. 

We have multiple workspaces and this particular program is built is the US workspace – so the default workspace cannot access any campaigns or programs form the US workspace. So the global campaigns that our teams run, we figured that excluding this particular program by the SFDC campaign, would be a good option. Does anyone know or have thoughts  if there is anything else I should do to ensure these leads/contacts are excluded.  Would a list work better for the US campaigns?

Thanks!

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1 reply

Grégoire_Miche2
Level 10
March 14, 2018

Hi Niti,

If the 2 SC are in different workspaces, you will not be able to refer them cross workspaces. The best way is to create a folder in the "group list" section of the lead database, in the US WS. then share this folder with the global campaign. In this folder, then create a static list and add all your campaign members in this list. Since the list is in a shared folder, you will be able to use a "member of list"filter from the global WS.

-Greg

March 14, 2018

Hi Gregorie,

This is helpful. Just clarifying questions. 

"The best way is to create a folder in the "group list" section of the lead database, in the US WS." ---- I understand this. 

"then share this folder with the global campaign." --- this is only if our team is running a global campaign? just confirming. 

"In this folder, then create a static list and add all your campaign members in this list." -- what folder are you referring to?   Not sure if i follow this sentence.

thanks,

Niti

Grégoire_Miche2
Level 10
March 14, 2018

"then share this folder with the global campaign." should read "en share this folder with the global workspace"

"In this SHARED folder, then create a static list and add all your campaign members in this list"