New Birthday Engagement Campaign

Hi Barbara, 


This all depends on how your welcome series groups are being built. Those should already be filtering out old/existing constituents... as they are typically setup to recognize new registrants (i.e. as of yesterday, or within the past week).

By design, once someone receives the welcome series email (or any Lumiante emai).. the system should automatically "not send" it to them again (unless they are a new/different consituent record). Keep in mind that if someone signs up via the Birthday Campaign with a new/different email address, they will be created as a new constituent and start to receive the welcome series "again" (but really.. the system just sees them as a new constituent). 


It's hard to advise much beyond that w/out actually digging around in your welcome series setup, but if you're able to find and share the query info that builds your welcome series group, I'd be happy to review that for you to see if there's something in there that is failing to filter out old constituents. 


Another saftey net would be to simply create an additional query group based on something like "constituent record created more than 15 days ago"... and then use that group as a "Do Not Email" group on each welcome series email to prevent older constituents from being included on those emails. 


Thanks,


Jon

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Jon Reich

Cathexis Partners

www.cathexispartners.com