Edit solicit code and selection exclusions

1. For an appeal mailing letter, when you create the letter, select Edit under Solicit codes and selections.

For a donor relation communication such as a reminder or an acknowledgment, when you edit the options, select Edit under Constituents who will not be mailed.

2. Under Solicit codes, the program provides the available solicit codes. To expand the folder and view its solicit codes, select its plus sign (+).

To exclude constituents from the letter based on solicit code, drag the solicit codes of the constituents to exclude from the mailing to the Exclude constituents with the following solicit codes box. To remove a solicit code from the box, select its “X.”

3. For an appeal mailing, exclude constituents from the letter based on selection as necessary.

a. Under Selections, select Add.

b. Under Selections, the program provides selections of constituents based on constituency, donor lifecycle stage, and donor status; constituent selections from Query; and any existing merged selections. To expand a folder and view its selections, select its plus sign (+).

To select the exclusions, drag the constituent selections to exclude from the mailing to the Exclude these selections from the communication box. To remove a selection from the box, select its “X.”

Note: A merged selection includes constituents compiled from two constituent selections, such as from two constituencies. To create a new merged selection for your exclusions, select Merge selections. To create a new selection from an ad-hoc query, select Create ad-hoc Query. For information about how to merge selections or create ad-hoc queries, see the Query and Export Guide.

c. Select OK.

4. Select OK.