Blacklist: How Records are Added
Adding Donation Records to Blacklist
Donation records can be added to the blacklist in the following ways:
- If you have direct CRM integration with 360MatchPro and have donation records tagged "Do not email" those donation records will be added to the blacklist
- If the donor identifies in the automated emails that they are ineligible, they will be added to the blacklist for six months (180 days). After 180 days, the donor will be removed from the list. View this article to learn more.
- If the donor unsubscribes from the matching gift emails, the donor will be added to the blacklist permanently and will not receive any more emails from 360MatchPro.
- If you manually add records by either typing them into 360MatchPro or by uploading a CSV file of emails or phone numbers or both, those records will be added in bulk to the blacklist.
Manually Added Donation Records
You have the ability to manually add donation records to the blacklist. From Settings --> Blacklist Management --> Click on "Add Emails to Blacklist" and add the email address then click add emails. You can add emails from a particular domain by using the @ followed by the domain. This is useful for any corporate givers or foundations that you'd like to permanently add to the blacklist so they don't receive blacklist emails.
You can add multiple email addresses at a time by adding a comma in between each email address or putting each email address on a new line.
Upload Records in Bulk
You have the ability to add larger quantities of email addresses and/or phone number records to the blacklist in bulk. From Settings --> Blacklist Management --> scroll down to “Email/Phone Blacklist Upload.” Follow the instructions for formatting your CSV file to ensure that the values import to the blacklist correctly.
Once your CSV is formatted according to the sample file, click the Choose File button to preview the records. If the records are ready to be imported, click Import Data to import the records you would like blacklisted.
Once imported, your newly added records will appear on the Email or Phone Blacklist at the top of the page. Their note will auto populate to read “Blacklisted via CSV import”.
Blacklist: Understanding Notes
What does the Notes column on the Email Blacklist represent? The Notes column indicates how a donation record was added to the blacklist. It can take the following values: Ineligible donor - blacklisted for X more days: The donor is ineligible (the ...
Getting Started: Email Blacklist and Unsubscribes
Blacklist Management Overview Within your 360MatchPro portal, navigate to "Blacklist Management," which can be found under "Settings." You can use this blacklist to manually indicate donors who should no longer be receiving automated emails or being ...
Blacklist: Phone Blacklist
If your organization calls your donors to follow up regarding matching gifts, you can utilize the phone blacklist. Add phone numbers to the phone blacklist by clicking on "Add Phone Numbers to Blacklist" then enter the email address and click "Add ...
Send Emails in Bulk
To efficiently follow up with donors, you can email multiple donors at once. This is particularly useful when you'd like to manually follow up after the automated emails have run their course. 1. Filter/Sort Donation Records Within 360MatchPro, go ...
Sending Emails from your Organization's Own Email Address by Setting Up Your CNAME Info
Why do we recommend setting up CNAME Records? Inbox Service Providers (ISPs) like Gmail, Yahoo, Hotmail and many others want to make sure that email sent to their users is legitimate. These providers have gotten smarter and stricter over the years, ...