Exclusion list

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Minimum Permissions to Access the Exclusion List

The Exclusion list in ActiveCampaign is an important feature that allows user groups to manage their contacts efficiently by preventing certain contacts from being included in specific campaigns or communication efforts. Accessing this list effectively helps maintain compliance with user preferences and ensures effective targeting of communications. Understanding the minimum permissions required for user groups to access the Exclusion list is crucial for administrators and team leads who manage user access within ActiveCampaign.

How to Access This Feature

To access the Exclusion list, users must belong to a user group with the appropriate permissions. These permissions determine whether members of the group can view or edit the Exclusion list.

Step-by-Step Instructions

1. **Log in** to your ActiveCampaign account. 2. Navigate to the **Users and permissions** section in the main menu. 3. From the submenu, select **User groups**. 4. Locate the specific user group you wish to review. 5. Ensure that the user group has the following minimum permissions configured:

  * Access to at least one **List**
  * Ability to **Edit Lists**
  * Ability to **Delete Contacts**

If these configurations are verified, the members of the user group will be able to access the Exclusion list.

Configuration Options and Settings

To ensure appropriate access to the Exclusion list, the following bold permissions settings must be configured in the user group settings:

• User Group must have access to at least one list: This permission is essential for any user group that needs to manage contact exclusions.
• User Group must be able to Edit Lists: This capability allows users to modify lists, impacting how contacts are managed.
• User Group must be able to Delete Contacts: This allows user groups to effectively manage their contacts and maintain the integrity of their lists.

It is recommended to regularly review these permissions to ensure they meet the evolving needs of the team.

Best Practices and Tips

• **Regular Audits**: Conduct regular audits of user group permissions to ensure they meet current business requirements.
• **Clear Communication**: Inform all users about the access levels and functionalities available to them as part of the user group.
• **Training**: Provide training sessions for users to understand how to effectively use the Exclusion list and its significance within campaigns.
• **Compliance Monitoring**: Regularly check to ensure compliance with industry regulations by maintaining an up-to-date Exclusion list.

Troubleshooting

If users are experiencing issues accessing the Exclusion list, it may be due to improper permissions. Confirm that the following conditions are met:

• The user group must have permission to access at least one list.
• Ensure that the user group configuration allows editing of lists.
• Verify that users have the ability to delete contacts.

If all permissions are correctly configured, and users still have issues accessing the list, consider reaching out to ActiveCampaign support for further assistance.

Frequently Asked Questions (FAQ)

1. What happens if a user group does not meet the minimum permissions?

If a user group does not meet the minimum permissions required, members of that group will not be able to access the Exclusion list, limiting their functionalities in managing contacts effectively.

2. How can I change the permissions for a user group?

To change the permissions, navigate to the **User groups** section under **Users and permissions** and adjust the setting for the respective user group as needed.

3. Is there a limit to how many lists a user group can access?

While there is no specific limit to how many lists a user group can access, ensuring that they have the necessary permissions for each list is critical for functionality.

4. Can an individual user override group permissions?

No, individual users cannot override group permissions. Access is determined at the user group level.

5. Can I have more than one Exclusion list?

ActiveCampaign allows management through a single Exclusion list per user group, but configurations can be adjusted as needed.

6. How often should user group permissions be reviewed?

Permissions should be reviewed at least quarterly or whenever significant changes occur in team structure or responsibilities.

7. What are the best methods for managing the Exclusion list effectively?

Ensuring regular updates of contacts and utilizing clear communication on exclusion criteria help in managing the Exclusion list effectively.

The Exclusion list feature enhances user experience and optimizes communication efforts within ActiveCampaign, empowering user groups to take full control of their contact management needs.

For more information about user permissions and management, refer to the related features in the Users and permissions and User groups sections. ```