Set up a "Segment" containing emails to be excluded before sending mail

1. Access the "PERSONAS" app and go to the "Segments" menu

2. Click "+" button and select "Customer"/"Visitor" Segment

4. Fill in the necessary information for your segment

Update Segment:

  • If the email to be excluded is a fixed data set, you should select "Static segment - no update"

  • If the email to be excluded changes over time, you should select "Dynamic Segment - scheduled update"

"Member input method": Select "Matching file" option, then upload the file containing the email to exclude

Mapping email data in file with email attribute in CDP

Click "Build" button to finish creating a segment containing email to exclude

You can see more here: How to create segments?

6. Set up a journey to send mail that excludes emails in the segment you created above

Log into CDP system, access MARKETING HUB-> Customer Journeys

We have 2 channels that supporting to send:

  • "Email"

  • "Journey Orchestration"

At the "Scheduled Trigger" node, add the segment containing the email to be exclude when sending the mail you created above

Fill out necessary information

Click "Save change" button to finish setting journey

After finishing the setting of the Journey, we can activate and send email to customer.

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