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Complete the 3: Exclusion Lists tab
On the 3: Exclusion Lists tab, you select exclusion lists that contain recipients to exclude from all email sent for the appeal. Exclusion lists allow you to exclude recipients without editing the existing target list. For example, if you send a follow-up email to an appeal, you can exclude recipients who donated as a result of the previous email.
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From an open appeal, select the 3: Exclusion Lists tab. |
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Click Insert exclusion list. The Select Lists screen appears. |
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To add an exclusion list, select the list and click Add. It appears under Selected lists. Repeat for each list to add. |
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Click OK. You return to the 3: Exclusion Lists tab. In the grid, the selected lists appear. |
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In the Action column, view the properties of the selected exclusion list. You can also remove the selected exclusion list from the appeal. |
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To view the selected exclusion list’s properties, click Click here to view/edit this Exclusion List’s properties. On the List Properties tab, view the list’s data source and query or import file name. The List status box displays whether the program loaded the list successfully or if there are any errors. On the View List tab, view a list of all recipients included in the list. On the List Templates tab, view a list of all templates associated with the selected list. On the List Messages tab, view a list of all messages sent to the selected list. |
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To remove the selected exclusion list from the appeal, click Click here to delete this Exclusion List. |
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In the Data source column, view the data source for the lists, such as a query of constituents or an imported list. |
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If a problem exists with a selected list, the error appears in the Loaded status column. To resolve the error, exit Campaigns and open the email list in Lists, where you can edit the queries that make up the list or replace the *.csv file that creates an imported list. If the list is imported, you can also change the field mapping for the email address and the recipient display name. For information about how to edit a list, see Lists. |
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To create test messages for each target list, select the 4: Messages tab. For information about this tab, see Complete the 4: Messages tab. |
To save and return to Campaigns, click Return.