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 contacted by phone.
Frequently Asked Questions
Q: How can I add a donor to the blocklist?
A: Navigate to the Blocklist Management tab. Navigate to "Email Blocklist" or "Phone Blocklist" and select "Add Entries" (shown in the image below). If you'd like to add more than one entry, put each entry on a new line or separate them with commas, or import a CSV of email/phone records.
Q: 360MatchPro automatically blocklists email addresses for six months if the donor is determined to be ineligible for a matching gift. What happens if the donor presses the "unsubscribe" link in their email after 360MatchPro blocklisted the address on a temporary basis?
A: The email address will be blocklisted permanently.
Q: Suppose an email address is added to the blocklist. What happens if that same email address is added to the blocklist again in the future?
A: 360MatchPro trims leading and trailing spaces, then lower cases the email address to determine if it's unique. If an email address is already on the blocklist, the timestamp on that blocklist entry will be updated (Date Added column in the image above). The source (Notes column in the image above) will also be updated.
Q: What happens if an email hard bounces or gets marked as Spam?
A: If an email sent from 360MatchPro hard bounces or the recipient marks it as Spam, then our system automatically moves that email address to the organization's email blocklist account. Future donation records that flow into 360MatchPro will be marked as "Blocklisted" and will have the B (blocklisted) icon on it. 360MatchPro won't send additional matching gift emails to these email addresses.
Q: What does the Notes column represent?
A: The Notes column indicates how an entry was added to the blocklist. It can take the following values:
- 360MatchPro user interface import
- Imported from CRM: For customers that have a direct CRM integration with 360MatchPro
- 360MatchPro API import : The add_phone_blocklist or add_email_blocklist 360MatchPro REST endpoints were used.
- Ineligible donor - blocklist entry set to expire in X days: The donor is ineligible and therefore blocklisted for six months.
- Donor unsubscribed: For email addresses, the donor pressed the "unsubscribe" link in the matching gift email.
Q: Can I delete entries from the blocklist?
A: Yes. Select one or more records in the table (shown in the image above) and press the "Delete" button. If you would like to delete entries from the blocklist in bulk, you can do so by selecting "Bulk Add/Remove" --> "Remove Records from Blocklist."
Q: Can I download all the records in the blocklist?
Yes. Select "Download" from the Email Blocklist or Phone Blocklist, and a CSV file will download in your browser.
Training Video: Blocklist Management
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