One of the recurring issue in the Community is to exclude some lead population from some content type. e.g. Exclusion List and also automating management of subscription center. It's a cumbersome and very error prone process as it entirely relies on user discipline to exclude people who chose to receive only certain type of content. The Community readings on subscription centers is comprehensive, but at the end of the day, no matter how well designed is the subscription center, enforcing visitors choices in smart campaigns is always the weakest part of the process.
This idea is to enable admins or some users with specific roles to link an exclusion smart list or some segments from receiving content with this tag. This would work only for mandatory tags, so all content would be submitted to these exclusion leads.
For instance, when creating a subscription center, we would create smart lists for :
- people who do not wish to receive newsletters, called "No Newsletter"
- people who do not wish to receive event invites, called "No Invite"
- ...
We would then create a program tag with the following values:
- Newsletter -> Exclusion list = "No Newsletter"
- Event Invite -> Exclusion list = "No Invite"
- Content promotion -> Exclusion list = "No Gated Content"
- ...
When preparing and sending email in a program, which tag value = newsletter, Marketo would automatically filter out all leads belonging to the "No Newsletter" smart list, exactly as if the lead was suspended.
These tag exclusion lists would apply to program tags and channels.
Additionally, if this idea: is implemented, the Tag Exclusion Lists would also apply to asset tags, so that we could filter not a whole program but a specific email.
The interest of this approach is that it would be very systematic and even if a user forgets to exclude, Marketo would automatically manage it.
[EDIT] When implemented together with workspaces, it should be possible to set the tag-level exclusion lists per workspace. This is because is a multi-BU organization, each BU may have a different approach of the subscription center.
[EDIT] asset level exclusions would enable to mimic the behavior of operational emails : some emails would be filtered based on their tag, and some would not. If the asset has no tag, the program tag exclusion list would apply. Another possibility would be that operational emails would not be impacted nor filtered by tag exclusion lists.
-Greg
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