Seed lists across workspaces

Anonymous
Not applicable

Seed lists across workspaces

Does anyone have suggestions as to the best way to get around internal seedlists (where contacts are repeated) when using multiple work-spaces and communication limits? We need to send emails from one workspace to an internal seedlist where the person/lead may exists in a different workspace? Additionally, we have communication limit in place for clients but, we dont want these to affect the internal seedlist sends. Any suggestions on ways to manage greatly appreciated.

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4 REPLIES 4
Grégoire_Miche2
Level 10

Re: Seed lists across workspaces

Hi Gilian,

I feel this question belongs to products rather than to Marketing central More people would be likely to answer.

On the second point, you can override the communication limits in a smart campaign. This done when you edit the smart campaigns settings in the schedule tab

ON the first one, there is no easy solution. I would probably create an additional workspace that can access the 2 partitions and send the email from this workspace.

-Greg

Anonymous
Not applicable

Re: Seed lists across workspaces

Thank you! im new here so didnt realise there was a difference, sorry! Appreciate the reply.

Dan_Stevens_
Level 10 - Champion Alumni

Re: Seed lists across workspaces

We have 23 country workspaces and lead partitions in our environment. First we created a smart list for this (and add new email addresses as needed):

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Then, as part of our standard country lead routing campaigns, this is the first choice in the flow step:

pastedImage_2.png

Now that we have the required team members part of this list and lead partition, we just make sure that this lead partition is accessible from every workspace:

pastedImage_0.png

When testing, we turn off the communication rules checkbox within the qualification rules.  Obviously, that could be error-prone as someone may forget to re-enable it.  Ideally, it would be great to have an attribute within the lead record to "ignore" communication rules.

Anonymous
Not applicable

Re: Seed lists across workspaces

Thank you - thats super helpful. Much appreciated!