Do Not Email Current Customers | Community
Skip to main content
P
Patrick_Moynaha
New Participant
August 1, 2013
Solved

Do Not Email Current Customers

  • August 1, 2013
  • 3 replies
  • 1231 views
Once a lead's opportunity has been marked as 'won', is there an easy way to make sure these leads no longer receive our emails without changing their unsubscribed to true? We will eventually market to these leads as current customers, but need an easy solution to make this happen for now.

The only thing I'm thinking is if we add all leads with a won opportunity to a list and then make sure to not include the list on any email campaign.

Any other ideas?

Thanks
This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by
Just add them to the "Marketing Suspended" list with a trigger campaign when they close an opportunity, and you should be good to go.

3 replies

P
Patrick_MoynahaAuthor
New Participant
August 2, 2013
Perfect, thanks very much!
A
Anonymous
August 1, 2013
I use a Segmentation to differentiate propsects from current customers.  Identifying your customers, including won opportunities should be simple:

- Account Type Equals Customer
- Not added to opportunity where Stage is Won. 

You can then include this filter in your email smart lists:

Account Type Segment not equal to Customer.
A
Anonymous
Accepted solution
August 1, 2013
Just add them to the "Marketing Suspended" list with a trigger campaign when they close an opportunity, and you should be good to go.
Terms & ConditionsAccessibility statement

Loading footer...