You can exclude members who were invited to or received products in a previous campaign. This is sometimes referred to as “deduplicating” a member list.

To add only new members to a campaign, complete the following steps:

  1. Click Campaigns at the top of the portal
  2. Click + Add New Campaign on the View Campaigns page.
  3. Type a name in the Public Name field, and then click Next.
  4. Click Add Members at the top of the page to view the Step 3: Add Members page.
  5. Select how invitations will be sent to members. Refer to step 5 of Create and launch a campaign for details.
  6. Click Save for Later at the bottom of the page to save the campaign.
  1. Click the name of the new campaign in the Recent Drafts section of the View Campaigns page.
  2. On the Step 6: Launch page, click Export to CSV in the Members section of the page. A CSV file is downloaded to your system.
  3. Change the name of the CSV file to a descriptive name, so that you can easily identify the file later.
  • To identify the members who were invited to a recently sent campaigns:
    1. Click Campaigns to display the View Campaigns page.
    2. Click See All Sent Campaigns on the bottom of the page and then locate the campaign whose members you want to exclude.
    3. Click the name of the campaign in the Campaign Name column on the Sent Campaigns page.
    4. Click the Members tab and then click Export to CSV to download a list of the members who were invited to that campaign.
  • To identify the members who received products during a campaign:
    1. Click Campaigns to display the View Campaigns page.
    2. Click See All Sent Campaigns on the bottom of the page and then locate the campaign whose members you want to exclude.
    3. Click the name of the campaign in the Campaign Name column on the Sent Campaigns page.
    4. Click the Product Fulfillment tab and then click Export to CSV to download a list of the members who received product during that campaign.
  1. Create a spreadsheet that contains these columns and data:
    • Column A title: Newly created campaign emails generated by subset targeting in portal

      Paste the email addresses from the CSV file that was downloaded in step 2 into this column.

    • Column B title: Is it a duplicate?

      In the first cell under this column's title (cell B2), enter this formula:
      =IF(ISNA(VLOOKUP(A2,C:C,1,FALSE))=TRUE,"No","Yes")

      Then, copy cell B2 into every row in column B if an adjourning column cell is populated.

    • Column C title: Emails you want to exclude from previously sent campaign

      Paste the email addresses from the CSV file(s) created in step 3 into this column.

    After you populate the spreadsheet as described here, column B will display Yes or No in each row, as follows:

    CSV file
  2. Create a second spreadsheet that contains only the email addresses that you want:
    1. Copy all of the data from the first spreadsheet and paste it into a second spreadsheet or worksheet in the same file. Be sure to right-click in the worksheet and select Paste Values.
    2. Sort the data in the second worksheet based on the values in column B ("Yes" or "No").
    3. Delete all rows that have a value of "Yes" in column B.
    4. Delete column B and column C and rename the remaining column A “email” instead of "Newly created campaign emails generated by subset targeting in portal".
    5. Save the file.
  3. Copy the contents of the second worksheet into a new file and save it as CSV format. This CSV file now contains the only members you want to invite to your new campaign. Make a note of how many email addresses it contains so that you can verify later.
  1. Continue to edit your campaign draft by clicking Campaigns at the top of the portal and then click the campaign main in the Recent Drafts section of the page.
  2. Click Add Members at the top of the Step 6. Launch page.
  3. Make a note of the current Total Members in Campaign value.
  4. Select the Import existing members option and then upload the CSV file that you created in step 4.
    Note: Disregard the instructions regarding the fields in your CSV file; your file will have only one field containing the email addresses of the members you wish to invite.
  5. Map the email address field in the CSV file to the Email DB field. and then click Import Data.
  6. Verify that the members were imported and added to the campaign by reviewing the Total Members in Campaign value on the Step 3: Add Members page. The number should now equal the value in step 4c.