Classic Campaign – Selecting Recipients

Important: Effective June 2024, Responsys will not support Classic Campaign functionality. After the effective date, Campaign Designer will be the only Responsys tool for creating and sending targeted and personalized campaigns. Learn more about the Campaign Designer.

In this step, you select the list for the campaign. You can then refine your audience by selecting which recipients to include and/or exclude. You can include and/or exclude recipients in selected filters or those associated with a supplemental data source.

Automatic Exclusions

The following recipients will not receive your message regardless of your selections:

  • Undeliverable customers
  • Customers missing contact information that the campaign requires for email, mobile, or postal channels
  • Opt-out customers (for promotional campaigns only)

  • Domains selected in be avoided for the account
    These domains are specified by the Account Administrator from the Account management page.

Using Supplemental Data Sources for Inclusions or Exclusions

When using a supplemental data source for inclusions or exclusions, you must ensure that the following requirements are met:

  • The data source must contain a column for email addresses.
  • For exclusions, the data extraction key in each selected data source must contain an email address.
  • For inclusions, the data source must use the Email_Address_, RIID_, or Customer_ID_field as the data extraction key.
  • The data type of the Email_Address field in the supplemental table must be the same as that of the Email_Address_ field in the distribution list. For example, if the Email_Address field in the list is "Text Field (to 500 chars)", the Email_Address_field in the supplemental table data must also be "Text Field (to 500 chars)".

Selecting a List

To select the List:

  • Select the list from the Select your List drop down list.

You can refine your audience by including only recipients in selected filters or those associated with a supplemental data source.

By default, Everyone in the List is selected in the Specify Recipient Inclusions section. This means that the message will be sent to everyone in the selected list.

To select recipient inclusions:

  • In the Specify Recipient Inclusions section, select one of the following options:

    Everyone in any of the selected filters - sends the campaign only to recipients in the selected filters.

    If you select multiple filters, your audience will include all recipients in one or more of the selected filters (the filters are OR-ed together). If the same recipients exist in multiple filters, they will be included only once. For example...Closed Filter 1 includes recipients A and B. Filter 2 includes recipients B and C. If you select both Filter 1 and Filter 2, the campaign will be sent to recipients A, B, and C, and recipient B will not receive duplicate messages.

    Everyone associated with a supplemental table or view - sends the campaign to all recipients in the selected supplemental data source.

    IMPORTANT: The supplemental data source must meet the following requirements.

    To select a supplemental data source, select a folder, then select the data source you want and click . To remove a data source, select it in the Source column and click Clear.

You can refine your audience by excluding recipients associated with specific supplemental data sources or within specific email domains.

Note: The domains that are excluded for the account are listed in the note in the Specify Recipient Exclusions section. Regardless of your selections, messages will not be sent to those domains. The domains to avoid for the account are specified by the Account Administrator from the Account management page.

To select recipient exclusions:

  • In the Specify Recipient Exclusions section, select one or both of the following options:

    Everyone associated with one or more supplemental tables or views - excludes recipients in the selected data sources.

    Important: The supplemental data source must meet the following requirements.

    To select a supplemental data source, select a folder, then select the data source you want and click . To remove a data source, select it in the Source column and click Clear.

    To select a data source, select a folder, then select the data source and click . Use the Ctrl and Shift keys to select multiple data sources.

    If you select multiple data sources, your audience will include all recipients in one or more of the selected data sources (the data sources are OR-ed together). If the same recipients exist in multiple data sources, they will be included only once. For example...Closed DataSource 1 includes recipients A and B. DataSource 2 includes recipients B and C. If you select both DataSource 1 and DataSource 2, the campaign will be sent to recipients A, B, and C, and recipient B will not receive duplicate messages.

    To remove a data source, select it in the Suppression data sources section and click .

    To remove all data sources, click Clear.

    Everyone with these email domains - excludes all recipients in the specified email domains. Separate multiple domains by commas.

Next steps:

  • To check for errors in this step, click Save then click .

The Errors window opens, showing errors in each step. To close the Errors window, click .

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