This article explains how records can be added to the email and phone blocklists.
Adding Donation Records to Blocklist
Manually Added Donation Record
Adding Donation Records to Blocklist
Donation records can be added to the blocklist in the following ways:
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If you have direct CRM integration with 360MatchPro and have donation records tagged "Do not email" those donation records will be added to the blocklist
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If the donor identifies in the automated emails that they are ineligible, they will be added to the blocklist for six months (180 days). After 180 days, the donor will be removed from the list. View this article to learn more.
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If the donor unsubscribes from the matching gift emails, the donor will be added to the blocklist permanently and will not receive any more emails from 360MatchPro.
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If you manually add records by either typing them into 360MatchPro or by uploading a CSV file of emails phone numbers or both, those records will be added in bulk to the blocklist.
- If you manually unsubscribe a donor from the Donations tab, that individual email address will be added to the blocklist.
Manually Added Donation Records
You can manually add donation records to the blocklist from 2 different tabs in 360MatchPro.
Option 1: In the Blocklist tab
From Settings --> Blocklist Management --> Email Blocklist --> Click on "Add Entries." Add the email address and then click "Add Emails to Blocklist." 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 blocklist so they don't receive blocklist 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.
Option 2: In the Donations tab
Navigate to the "Donations" tab. Search for the email address of the donor you wish to add to the Blocklist, locate the record in the table, and select the hyperlinked email address.
Scroll to the bottom of the popup modal that appears. Select the "Unsubscribe Donor" button from the bottom left of the window.
Select the amount of time you wish to leave the donor on the Blocklist. Unsubscribing for 180 days is the most common scenario. Blocklisting permanently is typically only used for retired donors. Then, select "Unsubscribe Donor." The donor will be added to the Blocklist for the amount of time you selected.
Upload Records in Bulk
You can add larger quantities of email addresses and/or phone number records to the blocklist in bulk. From Settings --> Blocklist Management --> "Bulk Add/Remove." Follow the instructions for formatting your CSV file to ensure that the values import to the blocklist correctly.
Please Note: Approximately 6,000 records can be uploaded at a time. If the file exceeds 6,000 records, the upload will need to be completed in batches.
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 Add to Blocklist to import the records you would like blocklisted.
Once imported, your newly added records will appear on the Email or Phone Blocklist. Their note will auto-populate to read “Blocklisted via CSV import”.
For an FAQ on the Blocklist, view this page.