Creating Excluded Emails Records

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    Rhys Saraceni

    Hi Blake

    You won't want to use excluded email records for this; they are just records showing that somebody was excluded and are not the records responsible for the exclusion.

    A good way to handle this might be to add a custom field to your contact record that is updated to keep track of how many sent email records have been associated with that contact in the past month, then have a dynamic list set up whose membership criteria is that the custom field's value = 3. You could then use that dynamic list as a suppression list and have a workflow run to reset the field at the end of the month.

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    Blake McGinty

    Thank you for your response.

    Do you think your suggestion could be used if the users are creating "just in time" marketing lists?

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    Emily Clever

    Hi Blake,

    I'm not clear on what you mean by "just in time" marketing lists. Are you referring to dynamic lists that run a query in real-time? If so, that's what Rhys is suggesting in the comment above.

    If you're still struggling with this, I'd recommend opening a ticket with us so we can address your questions directly.

    Best,

    Emily

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