CDP 365 User Guide
  • Release Notes
    • 2023
      • January 2023 Release Note
    • 2022
      • January 2022 Release Note
      • February 2022 Release Note
      • March 2022 Release Note
      • April 2022 Release Note
      • May 2022 Release Note
      • June 2022 Release Note
      • July 2022 Release Note
      • Aug 2022 Release Note
      • Sept 2022 Release Note
      • Oct 2022 Release Note
      • Nov 2022 Release Note
      • Dec 2022 Release Note
  • Media Template
    • Set up the algorithm for your template
  • Quick start guide
    • Set up Event Tracking code to track events into CDP
    • How to send mail from email upload?
    • How to create a "Trello Card" using CDP 365
    • How to create "Custom Attributes" with Input via UI feature
    • How to display template on website using CDP 365
    • How to display the Inline template on the website using CDP 365
    • Initialize customer after submitting form
    • How to create a "Destination Channel" in "Dataflows"?
    • Set up "Dataflows" to push data to CDP
    • Set up Dataflow using Google sheet Data Source to update Customer data on CDP
    • How to create "Attribute" for "Customer"/"Visitors"?
    • How to create a new segment?
    • How to create "Customer Journey"?
    • How to check campaign reports?
    • How to create "Report" with “Journey performance” data source?
    • How to create a new "Data sources"?
    • How to create "Data Source" connected with the" Business object" of CDP
    • How to create a Segment Data Source
    • How to create a Google Sheet Data Source
    • How to create "Promotion"/"Coupon"?
    • How to send "Zalo Notification Service" using CDP 365
    • Set up a "Segment" containing emails to be excluded before sending mail
    • How to send "SMS Yondu" using CDP 365
    • How to Send "Viber Yondu" using CDP 365
    • How to Send email using "SendGrid" in CDP 365
    • How to push notification using "Onesignal (App Push)" in CDP 365
    • The performance metrics of the journey
    • How to create a new "Ad Zone"
    • How to Send email using "Amazon SES" in CDP 365
    • How to define zone in website for improve web personalize performance
    • How to push notification "Firebase Cloud Messaging" using CDP 365
    • How to Send SMS using "Telerivet SMS" in CDP 365
    • How to Send SMS using "Klasik SMS" in CDP 365
    • Using "Segment" Data source in Dataflows
    • Set up "Dataflows" to push data to "Google" and "Facebook" Audiences
    • How to send message using "Messenger" in CDP
    • How to push notification "Firebase Cloud Messaging" for Shopify
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On this page
  • 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
  • 6. Set up a journey to send mail that excludes emails in the segment you created above
  1. Quick start guide

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

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Last updated 2 years ago

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

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.

You can see more here:

Click "+" button to Create Journey, add "Destination" node and select "G Suite Email" destination

How to create segments?