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Sending To Filtered Contact Lists
Sending To Filtered Contact Lists
V
Written by VipeCloud Developer
Updated over 4 months ago

Here's how to send mass emails to just a portion of your Contacts.

Transcript

0:01

hello Vipers for this what's the flow

0:04

we're going to talk about

0:06

how you can easily

0:09

send an email to a is that a mass email

0:12

to a contact list but maybe leave

0:15

certain people out or maybe filter it

0:19

based on

0:20

a certain field like maybe what location

0:22

they're in or some custom field you have

0:25

set up people only match a certain

0:27

criteria

0:28

and so let's talk about how to do that

0:31

quickly and easily so this plus button

0:34

up here is the best place to start

0:37

then you go to mass email because that's

0:39

what we're going to send

0:41

we choose the contact list or lists that

0:45

we want to send to

0:46

and by the way if you're sending to

0:48

multiple lists in this particular way

0:51

you don't and and maybe there's the same

0:53

contact on multiple lists you actually

0:55

don't have to worry about it duplicating

0:57

this is also a good way to de-duplicate

1:00

your lists so you click on filter

1:03

contact lists rather than preview set

1:06

which is what you would do if you're

1:07

just looking to send that email as is

1:11

we hit filter

1:13

and then

1:16

here is the list of all the unique

1:18

contacts who are on this list

1:22

and so I could for instance just go

1:25

through and remove a couple of people

1:27

who maybe I don't want to send to I also

1:30

can search

1:34

so there we go there's uh

1:36

everybody who matches that search I was

1:38

looking for so that's easy if you're

1:40

working with a large list

1:42

and then also you can do this kind of

1:44

from the reverse angle I could like

1:45

unselect all and then just choose a

1:49

couple of people who I want to send to

1:52

so let's just uh remove a couple right

1:54

here

1:55

also over here is where we can segment

1:59

these people based on engagement

2:03

if they're on other lists so for

2:05

instance if we want to remove people who

2:07

are on a particular list from this list

2:10

you can do that

2:11

and then also here's where we can work

2:14

with contact fields and this is where if

2:18

you have a custom field and you only

2:19

want people who match a certain criteria

2:21

that's how you can do that right there

2:24

and then lastly this is what we're

2:28

basically doing is we're making a new

2:30

list and so you can give this a name and

2:32

we could say like uh filtered

2:35

you know big list is the name of this

2:37

list so we say uh big list

2:42

filtered

2:43

hit save and preview send

2:49

and then now we're sending to that this

2:52

new list that's been filtered and from

2:55

here this is just your normal Mass

2:58

emailing process

2:59

and once you're done with this if you

3:01

want to return to this list right here

3:03

build contact lists

3:05

here is this list that we just made so

3:08

we can come back to this again in the

3:10

future

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