Creating a Merged List

Once you have defined lists in Personify, you can choose to merge lists to identify a group of members with certain specifications.

Example: You are planning the fall retention campaign. Several lists already exist and represent each of the major categories of membership. These lists are automatically regenerated on a weekly basis so the member count is accurate. You want to send the first email notice to all members whose membership expires within four months, and invite them to visit the website to pay their renewal online. You can combine these lists into one list that includes all members, but excludes those members whose membership does not expire within four months using the merged list functionality.

Lists that are expired cannot be merged to create new lists.

While it is possible to combine lists using Data Analyzer, the selection criteria for several lists to be merged to form a master list could be too complex for one Data Analyzer report. It is recommended that you used the marketing merged list functionality to minimize steps and eliminate errors.

To create a merged list:

1.    From the toolbar, select Marketing & Communication > List Maintenance.
The Marketing and Communication List Maintenance search 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 “Merge Lists”, as shown below.

When you tab out of the drop-down, the Lists to be Combined section displays, as shown below.

8.    Click Add.
The Add Lists to Merge or Exclude search window appears, as shown below.

9.    Perform a search for your list by entering the applicable information in the search fields.

10.  Click Search.
Your search results are populated in the grid below.

11.  Select the checkboxes next to the lists you want to merge.

12.  Click Add to List.
Your selections are populated in the Lists to be Combined grid.

13.  Click the Excluded Lists tab.

14.  Click Add.
The Add Lists to Merge or Exclude search window appears.

15.  Perform a search for your list by entering the applicable information in the search fields.

16.  Click Search.
Your search results are populated in the grid below.

17.  Select the checkboxes next to the lists you want to exclude.

18.  Click Add to List.
Your selections are populated in the Lists to be Excluded grid.

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

The List Creation screen displays, as shown below.

20.  Check the Follow “Do Not Solicit” Preferences of Constituents on List checkbox to adhere to constituent’s contact preferences.

21.  Check the Only Include Current Members on the List checkbox to eliminate any constituents from the generated list who are not current members, if necessary.

22.  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.

23.  Check the Promotional Communication checkbox to indicate that the list is meant to be for a marketing promotion, if necessary.

24.  Click the Include or Exclude customers from the Selected Opt-In Interest Areas drop-down to add or remove customers to the list based on interest area if necessary.

25.  Click the Opt-In Category drop-down to select an area of interest to either include or exclude customers by, if necessary.
After selecting an opt-in category, the Opt-In Choice drop-down becomes a required field.

26.  Click the Opt-In Choice drop-down to either exclude or include customers based on the specified interest area if necessary.

27.  Click the Select If/How Households Should Appear in the List drop-down to either include or exclude customers who do not belong to a household if necessary.
This option is only available if the “Use Householding” app parameter = Y.
See Householding for more information.

28.  Save your changes.

At this point, you can create your list by clicking the Create List button, or you can proceed to add additional information.

29.  Click 3. Optional Information as highlighted below.

The Optional Information screen displays, as shown below.

30.  Select the department code or the name of the department that owns the list from the Department drop-down, if necessary.

31.  Select a subject from the List Subject drop-down to better categorize your list, if necessary.

32.  Click the Campaign link to select how you want this list to be used to target customers, if necessary.

33.  Select an option from the Regeneration Frequency drop-down to define how often the list will regenerate so that it has the most up-to-date customer information, if necessary.

34.  Click the Assigned to link and select a different user to assign the list to, if necessary.

35.  Add any additional information in the Special Notes text box, if necessary.

36.  Check the Lyris Segment checkbox if your list is a segment of a larger list.
This value is only available if you are integrating with Lyris.

37.  Enter a Lyris Segment Name to be identifiable when searching for it in Lyris.
This value is only available if you are integrating with Lyris.

38.  Select a Lyris Template to be used if the list is going to be sent to Lyris.
The template maps to the Interface Setup screen. This value is only needed if you are integrating with Lyris

39.  Click 2. List Creation.

40.  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.

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

At any time, you may also click View Status to review the status.
The Submission Status screen displays.