Create a Customer Group so That Once the Recipients Have Recently Received a Campaign, They Will Be Excluded From Receiving Any New Campaign

To create a customer group (coming from 2 customer saved searches) so that once the recipients have recently received a campaign, they will be excluded from receiving any new campaign.

Scenario:
-You already have a saved search to pull up the customers but do not want to send another campaign if the particular customer already received the other campaign
- Recipients are in 2 separate saved searches

Solution:

A. Create a Custom Field
 
1. Navigate to Customization > Lists, Records, & Fields > Entity Fields > New
2. Set it using the following

Label: Campaign Sent
Type: Checkbox
Store Value: Yes
Applies to subtab: Customer
Display subtab: Subtab = Main

3. Save

B. Send the Campaign to Customer Group in Saved Search 1

C. Run a Mass Update to the Customer records in Saved Search 1
 
1. Go to List > Mass Updates > Mass Update
2. Select General > Customer
3. Set Filters that were set in Saved Search 1 except for Unsubscribe (Unsubscribed customers will not be sent a Campaign anyway)
4. Mass Update Fields > Campaign Sent (Custom): Yes
5. Perform the Update

D. Using Saved Search 2 for the other Customer Group, set filter the Campaign Sent = False

Use these steps if there are any consecutive campaigns to be sent and you do not want the recipients to be receiving all of them. If you need to set the custom field to No, you can follow these steps:

1. Go to List > Mass Updates > Mass Update
2. Select General > Customer
3. In Criteria, add Campaign Sent = True
4. In the Mass Update Fields > Campaign Sent (Custom): No
5. Perform the Update