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, Personify 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 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. |
| 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. |
| 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. |