Do filters applied to a contact list that's used as the recipient of a scheduled email continue to apply until the email's send date?

Question

I've scheduled a list email to be sent in 4 days to certain contacts based on several filters for that particular contact list.  However, between now and the send date, a number of contacts will be filtered in or out of the contact list due to daily updates to their contact info.  Will those filtered changes to the list also be reflected in the recipients of the scheduled list email?  In other words, is the list (which will be the recipient of the scheduled email) dynamic and "updating" the recipient list up until its send time, or is it static (recipients will only be those contacts on the list at the time the scheduled list email was set up)?  I'm assuming and hoping it's the former, but I'm fairly new to using SF for list emails, and I couldn't find an answer specific to my situation.

SUNNY PATWA · Accepted Answer

Hello  @Heidi Harris https://trailblazers.salesforce.com/profileView?u=0053A00000FKdXjQAL ,   In Salesforce, when you schedule a list email, the recipient list is static at the time you set up the email. This means that the contacts included will not change based on any updates made to the contact list after scheduling. If contacts are filtered in or out due to updates, those changes won’t affect the recipients of the scheduled email. To ensure you have the most up-to-date list, consider re-running the filters and scheduling a new email closer to the send date. Unfortunately, the recipient list won’t dynamically update until the email is sent.   Regards Sunny Patwa

Heidi Harris · Answer

Thank you for sharing your knowledge about this issue, it will inform how we need to handle scheduled emails from Salesforce from this point forward.   There are valid reasons to keep the scheduled recipient list static, but it'd also be very useful to have the option to make it dynamic.  I assume there is no way to do this.  For our org, the point of scheduling the emails is so they don't have to be set up right before the send time, since there are situations when we're unable to do so.  However changes to the contact list are being made up to (or very close to) the send time, and we want them reflected in the scheduled recipient list.     Another question I'd be grateful to get an answer to: Is there a way to view the individual contacts within a scheduled email recipient list, before it sends?  I can't find anything in our "List Emails" tab that allows me to do that.  Viewing the contact list itself isn't helpful since it's dynamic and changing daily; it doesn't reflect who the actual individual recipients will be, since that group is static.

Do filters applied to a contact list that's used as the recipient of a scheduled email continue to apply until the email's send date?

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