Hi @CCoates-Hussa There are many ways to manage lists, but one I have found to keep things fairly simple with filtering is to separate your INCLUDE and EXCLUDE lists.
This provides the most flexibility and reduces the total number of lists - you’d also have to have a really robust naming convention to account for all the possibilities (a good naming convention will also help here).
For example, these would be your INCLUDE lists:
- Persona A
- Persona B
- Persona C
and these could be your EXCLUDE lists:
- Leads - In Discussion
- Unsubscribed
- Bounced
For Unsubscribed, Bounce, etc. where you would always want to EXCLUDE, I use a naming convention that specifically says, “EXCLUDE - Unsubscribed” to avoid it being used as an INCLUDE.
You can also combine these into a single list (I keep them separate for reporting), but this is what the filters would look like:
The nice thing about doing this way, technically, you could email your “Leads - In Discussion” as an INCLUDE list if the need arose (a major event like a pandemic per se) and still be able to customize the message.
Rather than building complex individual lists, I think of it as building a series of larger lists that can be used to INCLUDE and EXCLUDE for specific use cases. It also removes the complexity from building individual lists if you aren’t very familiar with the filters yet.
Then when you set up your email, workflow, filter views, etc. you could choose which lists to INCLUDE and which to EXCLUDE.
So for your email campaigns, you would send each email by persona like this:
INCLUDE = Persona A
EXCLUDE = Unsubscribed, Bounced, and Leads - in Discussion
If you can’t get this method to work or want to stick with a single list, as @AdamLPW a screenshot would really help to troubleshoot the filters.
