Blocklist: How Records are Added
Adding Donation Records to Blocklist
Donation records can be added to the blocklist 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 blocklist
- 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.
- 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.
- 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 blocklist.
Manually Added Donation Records
You have the ability to manually add donation records to the blocklist. From Settings --> Blocklist Management --> Click on "Add Emails to Blocklist" 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 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.
Upload Records in Bulk
You have the ability to add larger quantities of email addresses and/or phone number records to the blocklist in bulk. From Settings --> Blocklist Management --> scroll down to “Email/Phone Blocklist Upload.” 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 Import Data to import the records you would like blocklisted.
Once imported, your newly added records will appear on the Email or Phone Blocklist at the top of the page. Their note will auto populate to read “Blocklisted via CSV import”.
Blocklist: Understanding Notes
What does the Notes column on the Email Blocklist represent? The Notes column indicates how a donation record was added to the blocklist. It can take the following values: Ineligible donor - blocklisted for X more days: The donor is ineligible (the ...
Getting Started: Email Blocklist and Unsubscribes
Blocklist Management Overview Within your 360MatchPro portal, navigate to "Blocklist Management," which can be found under "Settings." You can use this blocklist to manually indicate donors who should no longer be receiving automated emails or being ...
Blocklist: Phone Blocklist
If your organization calls your donors to follow up regarding matching gifts, you can utilize the phone blocklist. You can add phone numbers to the phone blocklist by navigating to Settings --> Blocklist Management --> "Add Phone Numbers to ...
Within your 360MatchPro account, you have the ability to preview emails so you can view their appearance before automated emails get sent to your donors. Scroll to the sections below to see specific instructions for each email stream. Sending a test ...
What happens when a donor clicks "My donation is not eligible for a matching gift"?
For an overview of the automated outreach in 360MatchPro, click here. What happens when a donor clicks the "My donation is not eligible for a matching gift" link within the email sent through 360MatchPro? Step 1: If a donor isn't eligible for a ...