If Marketing Exclusion is set up in a campaign records that have been enrolled into visible campaigns in the last X number of days will not be enrolled into this campaign. If you are creating a campaign, setting Marketing Exclusions will only affect enrollment into that campaign; Marketing Exclusion spaces out how often you contact your customers. If a customer fails marketing exclusion, it means that they have been enrolled into a visible within the last X days.
Marketing Exclusion is set up in 3-4 steps:
Validate that customers can only be enrolled in this campaign once for each unique event?
Checked = Customer cannot be enrolled into this campaign multiple times based on one, unique event (default).
Unchecked = Customer can be enrolled into this campaign multiple times based on one, unique event.
Should other customers ignore customers enrolled in this campaign?
This affects enrollment of other campaigns, as it asks if this campaign be “invisible” to other campaigns’ marketing exclusion rules.
AKA Exclusion Exempt
When other campaigns are looking to enroll customers, they act like this campaign never happened.
This should only ever be checked if you have a specific scenario which requires it (multiple campaigns that should enroll customers within a short time period).
Should incoming lead (adf email/lead post) override all marketing exclusion rules?
Default is true.
Records will be enrolled regardless of Marketing Exclusion if they are an incoming lead.
Marketing Exclusion Days
This affects enrollment of this campaign
Denotes the number of days that must have passed between a previous campaign enrollment and a customer being enrolled into this campaign.
Example: if Marketing Exclusion Days is set to 30, a customer who was enrolled into any campaign 30 days ago or less cannot be enrolled into this campaign.
Marketing Exclusion Enabled (Export Only)
Affects enrollment of this campaign, as it denotes whether this campaign should check marketing exclusion when enrolling records.
If checked: refer to marketing exclusion days.
If un-checked: enrolls all eligible customers regardless of how recently they were enrolled into any campaign (same as setting marketing exclusion days to 0).
Example Scenario 1:
Campaign 1 runs Feb 1. (100 customers enrolled)
Campaign 2 runs Feb 15. (500 customers eligible for query params, 100 fail marketing exclusion check: 400 customers enrolled)
Example Scenario 2:
Campaign 1 runs Feb 1. (100 customers enrolled)
Campaign 2 runs Feb 10. (200 customers eligible, 100 fail marketing exclusion check: 100 customers enrolled)
Campaign 3 runs Feb 15. (500 customers eligible for query params, 100 fail marketing exclusion check: 400 customers enrolled) *if this same campaign ran Mar 22, all 500 customers would be enrolled because campaign 2 is invisible.