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Exclude Opted-Out Customers in Zendesk Sell

Discover how to exclude customers who opted out from future email campaigns in Zendesk Sell.

How can I exclude opted-out customers from future email campaigns?

To exclude opted-out customers from future email campaigns in Zendesk Sell, use custom fields and smart lists. First, set up a checkbox custom field, such as 'Opt out', to mark customers who have opted out.

Then, filter your working list by this custom field to exclude these customers from your campaign list. You can save this view as a smart list for easy access in future campaigns, ensuring that you only target customers who have not opted out.


More related questions

How can I enable customers to opt out of emails in Zendesk Sell?

To enable customers to opt out of emails in Zendesk Sell, you need to provide an opt-out mechanism in your emails or email templates. This involves adding a note in your email or signature asking customers to reply with 'unsubscribe' if they wish…

What should I include in my email template to allow opt-outs?

To allow opt-outs in your email template, include a note asking recipients to reply with 'unsubscribe' if they wish to opt out. This can be added to the body of the email or your email signature. Additionally, consider using merge tags to…

How do I manage email opt-out requests in Zendesk Sell?

Managing email opt-out requests in Zendesk Sell involves using custom fields to flag customers who wish to opt out. You can create a checkbox custom field, such as 'Opt out', to mark these customers. When a customer requests to opt out, simply…

Can I track when a customer unsubscribed in Zendesk Sell?

Yes, you can track when a customer unsubscribed in Zendesk Sell by setting up a date custom field, such as 'Unsubscribed at'. This allows you to record the date a customer opted out. By maintaining this information, you can better manage your email…

What happens if a lead replies with 'unsubscribe' during an email sequence?

If a lead replies with 'unsubscribe' during an email sequence in Zendesk Sell, the sequence will automatically stop for that lead. No further scheduled emails will be sent from that sequence to the lead. This ensures that you respect the lead's…

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