Create and save parameters – even a complex set of criteria – that are easy to retrieve and use. When you need them, they are current based upon up-to-the-minute information you’ve got on your leads. Use the results as an email recipient list. Here’s one example that we use all the time: when we are doing an event, we send the event to X group of people and EXCLUDE the people who have already signed up through a lead capture form. That way, no one gets asked to do something they’ve already done. Nice, huh?
