Target or Exclude Static Client Lists in an Automation

You can point an automation at a specific Static Client List — either to reach only the clients on that list, or to hold the automation back from the clients on it. It's a simple way to fine-tune who an automation reaches without changing the automation itself.

How It Works

Each automation has a Static Client Lists field. Select one or more lists, then decide how they're used:

• Leave the box unchecked (default): the automation reaches only the clients on the selected list(s).
• Check "Exclude clients in this Static Client Lists?": the automation skips the clients on the selected list(s).

This works with Static Client Lists you've created (including the referral-based lists Loyalsnap can build for you).

Set It Up

1. Go to Automations and open the automation you want to target.
2. In the Static Client Lists field, click Select Static Client Lists and choose one or more lists.
3. To skip those clients instead of targeting them, check Exclude clients in this Static Client Lists? (leave it unchecked to reach only those clients).
4. Save your changes.

💡 Tip: Common uses — select a list (unchecked) to send only to a specific group, or select a list and check Exclude clients in this Static Client Lists? to keep a group (like staff or VIPs) out of a sequence.

 

Good to Know

• This targets Static Client Lists — lists whose members you manage. Add or remove clients on the list any time, and the automation's audience updates with it.
• Excluding a list is a quick way to protect a group from a message without turning the whole automation off.

 

Troubleshooting / FAQs

Q: How do I target only a list versus exclude it?

A: Select the list in the Static Client Lists field. Leave Exclude clients in this Static Client Lists? unchecked to reach only those clients; check it to skip them.

Q: Can I use more than one list?

A: Yes — you can select multiple Static Client Lists in the field.

Q: I don't have a list yet.

A: Create one first — see Create a Static Client List — then come back and add it to the automation.

If you're still running into issues, reach out to your Loyalsnap rep or contact [e-mail]