Excluding Contacts Without Email Addresses from Campaign Segment
Hi Team,
If a contact does not have an email address, how can we make sure the system does not add that contact to the folder or segment we created? We already know that we can prevent this by adding a filter. Is there any other solution we can configure?
Like
Hello,
Besides using a filter to exclude contacts without email addresses, you have the following options in Creatio to ensure contacts without emails are not added to segments or folders:
1. Modify the segment or folder logic with a dynamic selection: You can use a dynamic group based on the data source, which means the system always checks the actual presence of an email address in real time. This is technically still a filter, but it ensures continuous, live validation.
2. Validation at the business process level: If you are populating segments or folders via a business process (like through DCM or custom logic), you can add a validation step in the process flow. Before adding a contact to a segment, check if the email field is filled in. If not, skip the addition.