find contacts in multiple groups

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I'm sending out two emails on the same day, to two different groups of people. I want to make sure there is no overlap between the groups so that no one receives both emails. Is there a way to search and find any contacts who are members of both groups? 
Thanks!! 
Suzanne. 
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College of the Arts FPAG89

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Posted 3 years ago

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Benton Cummings, Senior Manager, Customer Support

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Thanks for the additional info!

I think the best way to tackle this, at least to me, would be to first isolate the folks who are in both A and B into their own group (we'll call that one "Both A & B"- creative, I know...), and then create a segment that features "Group B" minus "Both A & B". Because you Group A will already have those overlapping members, we only need to see Group B without those overlapping members. Make sense?

To create "Both A & B", we'll start with creating a segment to make the setup easy, and then copy that to it's own group so we can use it for our other segments. You'll want to head to Audience, then click the Segments tab, and click the button on the right of the page that says "Create a new segment". From there, you'll want to search for members based on Audience groups, and ensure that you search for members who are 'in Group A' and 'in Group B'. That will find the folks who, you guessed it, are in both Group A and Group B. My segment looks like this when set up:


Once you have named that segment and clicked Save, you'll see that segment show up in your Segments tab in your Audience page- now we'll want to copy that segment to its own group so we can use it to create the segments we intend to mail to. To do that, simply click on the segment name (in this case "Both A & B") from your list of segments, and use the menu at the top of the list of contacts to "Take 'All contacts' and Copy Them". You'll want to copy to groups, and you can create a new group from that popup- title it the same as your segment to avoid confusion. Now you'll have a new group- "Both A & B"!

I'll follow up the rest of the story in a separate post so you don't get your wires crossed while setting this part up!
(Edited)
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Benton Cummings, Senior Manager, Customer Support

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Next, we'll want to create another segment to searches for members who belong to Group B, but excludes those in Both A & B. 

To do this, you'll want to head back to the Segment tab in Audience, and click the "Create a new segment" button. You'll want to search for members based on Audience groups, and search for members who are 'in Group B' and 'not in Both A & B'. My segment criteria looks like this:


As you can see, I named that segment "Group B minus A & B". You can send to a segment just like you'd be able to a group, so it's entirely up to you if you'd like to copy that new segment to a separate group.

So, for the two mailings you have planned, you'd want to send one of them to "Group A", and the other to "Group B minus A & B".

I definitely hope that all makes sense- let me know if you have any other questions!!

Of course, you can always review the segmentation info we have in our Resource Center here as well!