Exclude Contacts Based on a Custom Opt-In Field

Exclusions based on custom opt-in fields are manually enabled by adding a filter to your segments.

You could add a filter such as contacts.<opt-in_field_name> not equals No, or you could add a special segment to your audience as described in the following procedure.

1. Click Audiences on the navigation pane.
2. Double-click Segments Explorer.
   The Segments explorer opens on the content pane.
3. Click New on the ribbon. A new segment opens on the content pane.
   Tip: You can also exclude a segment based on a custom opt-in field from an open segment by clicking New. Additionally, if your navigation set is configured to add segments from the file menu, click File > Audience > Segment. See Configure the File Menu.
   1. To create a segment from scratch, click New Segment.
   2. To create a segment by copying an existing segment, click Choose Existing Segment.
      The Choose Existing Segment window opens where you can select the segment you want to use.
   3. To import an XML segment, click Import Segment. See Import a Segment.
4. Click Add Filter. The Add Filter window opens.
   1. Enter the opt-in field name in the Expression field.
   2. Select No from the Value field.
   3. Click OK.
   4. Click Save and Close to save the segment.
5. From the Audience tab of an open mailing, click Add Segment in the Excluded section.
6. Select the segment you created and click OK.
7. Click Save.