Excluding Constituents from a List

The following procedure allows you to add or remove bill to or ship to constituents from a list based on a purchase within a specified amount of time.

If you edit a list by excluding or including constituents that is set to regenerate at a frequency, the system will disregard those changes during regeneration. If you want these edits to be permanent, create a new marketing list with your requirements.

To exclude constituents from a list:

1. From the Personify360 main toolbar, select Marketing & Communication > List Maintenance.
The Marketing and Communication List Maintenance screen displays, as shown below.

2. Click Create New.
The Marketing and Communication List Maintenance List Information screen displays, as shown below.

3. Modify the system-generated List Code, if necessary.

4. The List Creation date defaults to today. Change this if necessary.

5. Enter a Description of the list.

6. If necessary, select the list Expiration date from the drop-down.

7. From the Creation Method drop-down, select “Customer ID Upload”, as shown below.

For Information on how to create a Customer Import List, see Creating a Customer Import List.

8. Upload your file using the File Specifications link.

9. Click 2. List Creation, as highlighted below.

10. The List Creation screen displays, as shown below.

11. Click the Define Constituents to Exclude from This List link to search for and select specific constituents to remove from the generated list, if necessary.
The Constituents Excluded from List (MKT002X) window appears, as shown below.

12. Click the Has drop-down and select from either Donation (to exclude a bill-to customer) or Order (to exclude a ship-to customer).

13. Click the For drop-down to determine what the order or gift was for.
The title of the link below will change depending on your selection.

14. Click the Choose a [Product/Campaign/Fund/Appeal] link.
A search option appears allowing you to select a product, campaign, fund, or appeal.

15. Select an item from the list.

16. Click the Within drop-down and select a time frame to limit your exclusion.

17. Click Save.
The system returns you to 2. List Creation.

18. Click Create List.
The system runs the MKT500 batch process. A confirmation pop-up window displays asking you if you wish to review the status of the job.

19. Click Yes if you want to review the status.

At any time, you may also click Status to review the status.

The Submission Status screen displays.

On this screen, you can view the parameters used, the status of the job, and the output for the job.

Screen Element	Description
Has	Drop-down. Click the drop-down to select whether customers should be excluded from the list if they have either a donation or an order. If the you select “A donation”, the system will exclude bill-to customers with active donations that meet the other exclusion conditions. If the you select “An order”, the system will exclude order line ship-to customers with active orders that meet the other exclusion conditions. Values in the drop-down are populated based on the fixed defined for the MKT "EXCLUSION_ORDER_TYPE" system type.
For	Drop-down. Click the drop-down to select whether the donation or order (defined in the Has drop-down) for customers to be excluded should be selected based on a product, campaign, fund or appeal in the order line. Your selection in this drop-down controls the way the following link displays. Values in the drop-down are populated based on the fixed defined for the MKT "EXCLUSION_ORDER_OBJECT" system type.
Choose a [Product/ Campaign/Fund/ Appeal]	Link. Click the link to display the chooser window for either products, campaigns, funds, or appeals. The options in this field are determined by your selection in the For drop-down.
Within	Drop-down. Click the drop-down to select the time frame of the donation or order to be used to exclude constituents from the list. Values in the drop-down are populated based on the fixed defined for the MKT "EXCLUSION_TIMEFRAME" system type.