Re-engagement Workflow for Non-Marketing Contacts Who Missed Email Sends

I want to identify and re-engage contacts who:

  • Were on a marketing email distribution list/audience
  • Did NOT receive the email(s) because they had “Non-marketing contact” status at the time of send
  • Have a valid email address (Email is known)
  • Have NOT opted out of email communications
  • Don’t have hard bounce issues

The goal: Convert these contacts to marketing contact status and re-engage them with the content they missed.

My current roadblock:
I’m trying to build enrollment filters that identify contacts who “should have been sent an email but weren’t due to non-marketing status.” My current criteria includes:

  • Marketing contact status = Non-marketing contact
  • Email is known
  • Opted out of email: Marketing Information = (this is where I’m stuck)
  • Email hard bounce reason is unknown

Hi @TerryT,

There’s no way to generally filter for contacts that should’ve received an email but haven’t. For that, you would have to open individual marketing email sends, click into the Recipients tab, then into the Not sent section, and (for each send) create a static list of contacts who were not sent that email because of missing marketing contact status.

If you generally assume that these contacts should’ve been on any recipient list in a given time frame, you could simply filter for contacts where the following is the case:

  • Last marketing email send date is unknown OR Last marketing email send date is more than (for example) 365 days ago
    AND
  • Unsubscribed from all email is not equal to True
    AND
  • Invalid email is not equal to True
    AND
  • Email is known
    AND
  • Email hard bounce reason is unknown
    AND
  • Marketing contact status is Non-marketing contact
    AND
  • Opted out of email: Marketing information is not equal to True

Keep in mind that none of the criteria above are checking for an actual legal basis to send emails to these contacts - which is required most countries of the world as far as I know. The absence of negative criteria does not mean there is a legal basis, just that these are technically eligible to receive emails. (My reply does not constitute legal advice.)

Best regards