See who’s excluded
The list shows one row per customer.- Use All, SMS, Calls or Emails to look at one kind of contact.
- Use the All, Transactional and Promotional tabs to narrow it further. Promotional means marketing texts. Transactional means service updates, like appointment messages.
- Search by name, phone or email.
- The Opt-out Request column shows how each person ended up here, like SMS reply or Uploaded list.
- Select Download CSV to save the list you’re looking at.
Add a do-not-contact list
1
Open the upload
Select Upload exclusion list.
2
Name your list
Enter a List name, like “Do Not Call List”.
3
Upload your file
Choose a CSV, XLSX or XLS file with phone numbers. Each number needs an area code. Use a column with a heading like “phone”, “mobile” or “cell”, or a single column of numbers with no heading. Select Download template if you want a starting point.Rows without a valid phone number are skipped.
4
Choose what to exclude them from
Under Exclude from, tick SMS · Transactional, SMS · Promotional, Call · Transactional and Call · Promotional, as needed. You have to pick at least one. Select all ticks everything.
5
Upload
Select Upload list. A message tells you how many phone numbers were added.
Lists can only hold phone numbers. You can’t upload emails.
Opt someone back in
Only do this when a customer asks to get texts again. Select the Opt back in to texts icon on their row, then confirm. Customers can also opt back in by texting START. This works for texts only. It isn’t available for people who are excluded because of an uploaded list.How exclusions work in a campaign
- Remove Excluded Audience is on by default when you create a campaign. It leaves out the numbers on your uploaded lists.
- The Exclusions setting on the Schedule step is separate. It skips customers you contacted recently.