Exclusions Tab

On the Exclusions Exclusions determine which records to exclude from the marketing effort. tab, specify which records to explicitly exclude from marketing efforts created from the communication template.

1. From the Add a communication template screen, select Select features and defaults.

2. Select the Exclusions tab.

3. Under Selections to exclude, in the Exclude records from these queries by default grid, you can define a set of donors to exclude from the marketing effort.

   In the row, browse to the selection to exclude.

   Note: When you specify exclusion selections, all record sources are still available when you later create segments for the marketing effort (unlike when you define the marketing effort’s universe). Excluded constituents are excluded from every segment in the marketing effort. If you do not specify any exclusion selections, all constituents in the defined universe are available for the marketing effort.

4. You can lock individual rows of the grid. Users who create marketing efforts from the template can view a locked selection, but they cannot edit it. If you lock the entire exclusions grid, the grid is hidden on marketing efforts created from the template.

5. Under Contact rule exclusions, define exclusions by contact rules.

6. To exclude deceased constituents from the marketing effort, select Exclude deceased constituents. When an individual is marked deceased, a status of “Deceased” appears in the profile summary frame of the constituent page. This option appears only for system administrators and other users who were granted the Show Exclude Deceased Constituent Checkbox system permission found under Configuration, Exclusions in System Roles.

7. To exclude inactive constituents from the marketing effort, select Exclude inactive constituents. When an individual or organization is marked inactive, a status of “Inactive” appears in the profile summary frame of the constituent page. This option appears only for system administrators and other users who were granted the Show Exclude Inactive Constituent Checkbox system permission found under Configuration, Exclusions in System Roles.

8. Use the Exclude constituents with the following solicit code grid to exclude constituents from a marketing effort based on the contact preferences stored on their constituent records. In the Solicit codes column, select the solicit codes to exclude from the marketing effort.

   For example, one way to remove constituents with invalid or missing addresses is to add “Do not mail” as the solicit code on their constituent records. Then select the “Do not mail” solicit code in this grid to exclude those constituents from the marketing effort.

   A solicit code can be marked optional, default, or required. If the solicit code is optional, you can add it to the exclusions of the marketing effort as applicable. If the solicit code is a default, it will automatically appear as an exclusion for a marketing effort, but you can remove it. If a solicit code is required, it will automatically appear as an exclusion for all communication templates, as well as all marketing effort, and cannot be removed.

   If you lock a solicit code, users who create marketing efforts from the template can view the code, but they cannot edit it.

9. For the Consider exclusions as of field, select whether to determine exclusion status based on solicit code as of today or a specific date in the future.

10. To allow users to select activated marketing efforts as exclusion criteria, under Previous marketing effort exclusions, select Allow the exclusion of constituents who received previous communications. If you do not select this option, the Previous marketing effort exclusions grid is hidden on the marketing effort's Exclusions tab.

11. Select another tab on the Select features and defaults form, or select Next to continue the setup process.