For example - I have multiple automations + multiple campaigns across different segments.
But it happens that a contact exists in several places - how can I filter so that he gets only 1 email per day?
You’ll have to decide which automation is priority, and have the other automations filter out that contact.
You can do this a couple of ways.
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Tag contacts when they receive an email. You can then check for that tag in your automations to prevent sending multiple emails in one day. Just remember to remove or reset the tag after a day.
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You can create a custom field (e.g., “Last Email Sent Date”) and update it each time an email is sent. Add a condition at the start of each automation that checks if the “Last Email Sent Date” is today. If it is, you can either end the automation for that contact or skip sending the email.
Thank you. But this doesn’t solve the problem if we are talking about regular campaigns. I send the same email to different segments and I’m not sure if a contact doesn’t exist in 2 or 3 segments, how can I make it so that this contact, no matter how many segments he is in, gets an email from me only once?
Plus, your solution is completely manual - you have to manually remove\add the tag after each email in the automation, or manually update the “Last Email Sent Date”. What’s the point of automation if you have to do lots of manual movements every day?)
For your use case, it’s probably best to use automations instead of campaigns. The tags added/removed would not be manual, as you can add an action to add/remove tags in automations.
I don’t know your exact scenario, but let’s say it looks something like this:
Email 1 - Campaign A (the most important one!)
Email 2 - Campaign B
Email 3 - Automation A
Email 4 - Automation B
Let’s also say you dumped your entire master list into each of these. Without any conditions, they would all get all 4 of your emails if the send date is the same, or triggered by the same event.
Instead, you could put all 4 into automations that checks for Last Email Sent Date, except for Email 1 which would be the priority email so to speak.
Let me know if that doesn’t make sense, or better yet, share some more specifics so I can help you think through your strategy for delivering only 1 email per day.
Hope this helps!