Account Mass Email Issue


#1

Sent a mass email under account, selected “where in GROUP” and sent email. Apparently it will send to everyone in that group - even if they have status of inactive.

I wanted to verify, are the filters considered in multiples - such as

where group = X
AND
where status = active

or are the filters individual where the clause would be “group OR status”


#2

Yes the filter does considered all variables If you select a group filter and an active filter it will only send it to costumers in that group and active.


#3

it would seem that there is both an “OR” and “AND” methodology where the OR is all choices within the same type as shown below

where group = X OR group = Y
AND
where status = active OR status = lead


#4

Yes - that’s the only way that makes sense in my head (otherwise they’d be no way to group filters, and no way to use multiple filters of the same type.)

I believe this is in the documentation on the mass email page also, but I’ll check.


#5

Hi - this is an area that we’d like to see some improvement on.
Specifically, we’re looking for a NOT operator so we can exclude account groups or service types.


#6

Did you submit this into the feature request tool already? That is the best place to post feature requests, so we can track them and get other feedback on them!