If a direct marketing effort is linked to a marketing plan, the Exclusions tab contains a list of all the Specifications from the marketing plan with a Section type of “Exclude.” The Exclusion Specifications can be used as a reference for how to build the actual exclusions. After a marketing effort has been activated, all filters become locked.
On an acknowledgement marketing effort record, you cannot edit or delete information on the Exclusions tab. The Exclusions tab appears on an acknowledgement marketing effort record for reference only.
You can create two types of exclusions for unactivated marketing efforts: Exclusion Selections and Previous Marketing Effort Exclusions. If you do not specify any exclusion selections, all constituents are available for the marketing effort (depending on the universe you defined).
By specifying Exclusion Selections, you define a set of donors to exclude from the marketing effort. When exclusions are specified, all record sources are still available on the segment screen (unlike when you define the marketing effort’s universe). The set of excluded donors is excluded from every segment in the marketing effort. If you do not specify any exclusion selections, all donors are available for the marketing effort (depending on the universe you defined). Every time you choose a new exclusion selection, the entire marketing effort record page refreshes.
By specifying Previous Marketing Effort Exclusions, you define a set of donors who have been included in previous marketing efforts, but should not be included in the current marketing effort. Donors from the chosen previous marketing efforts are excluded in every segment in the current marketing effort. Every time you choose a new previous marketing effort exclusion, the entire page refreshes.