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How do I exclude unsubscribed Contacts from emails?


When creating a new email campaign, one of your first steps is to determine who should receive the email.  This is typically done by creating a report in Salesforce that has filters built into it to include only the correct people in the campaign.  Since Soapbox Mailer is meant to be a flexible tool for sending emails of all kinds, it does not include a pre-built system for managing subscriptions.  This allows your organization to manage subscriptions as you see fit, through a variety of data architecture choices.

Assuming you've followed our best practices for list management, one easy way to exclude people from campaigns is to filter by a picklist subscription field.  Then, assuming you've updated the Contact records already, you can create the report to only include Contacts that have that particular picklist field set to "Subscribed".

Happy emailing!

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