Remove members from a marketing effort

1. From an activated marketing effort, select the Remove members task. The Remove members screen appears.

2. In the Exclusion file field, select the UMC (Updated Mail Count) file.

   The UMC file must be in .csv format and must contain a column for finder numbers.

3. If the UMC file contains field names in the first row, select First row of the file contains field names.

4. In the Finder number field, select the field name for the Finder number column in the UMC file. Records with invalid finder numbers are saved to an exception file.

5. To create a constituent selection that includes the records removed from the marketing effort segments, select Create selection from results. The Selection name field displays the default name for the selection. If a selection with the same name already exists, you can select Overwrite existing selection to overwrite the records in the existing selection.

6. You can select the Preview tab to view a sample of the data included in the UMC file.

7. Select Save. The Remove member screen closes and the Remove Members Status page appears on the Recent Status tab. For more information, see Add Direct Marketing Efforts.