Currently, only exclusion rules are available within 360MatchPro. Inclusions are available for some CRM integrations.
Building Exclusions Rules
Navigate to "Settings" --> "Exclusion Rules".
You will build your new exclusion rules in the "Manage Exclusions" card by choosing your field, operator, value, and exclusion action. Ensure you select "Save" when you're done building your rule to apply it.
Once you save your new exclusion rule, it will apply to any new donations that enter 360MatchPro afterward. No retroactive action will be taken on existing donations.
360MatchPro will scan the field you select for the value you input. The dropdown will present you with all first-class fields in 360MatchPro as well as any custom fields available in your account.
The operator you choose will tell 360MatchPro how to apply the value you enter to the field you selected. Below is a sample of available operators. The dropdown will provide you with all the available operators for your exclusion rule, which change based on the field you provide. For example, only fields that only contain numbers (such as "Donation amount") will allow a Number operator (such as "is greater than").
This is the value you would like 360MatchPro to search for in the field you have selected. The appearance of the value input may change depending on the field and operator you choose. For example, choosing a field that contains strings (such as "Campaign") will allow you to enter text into the value input and indicate whether the text you input is case-sensitive; choosing a field that contains timestamps (such as "Donation timestamp") will allow you to enter specific units of measure (such as months or years) into the value input. See examples of these two scenarios below.
What would you like to happen when a donation meets your exclusion rule? Currently, only "Do not email" is available as an exclusion action.
Managing Exclusions Rules
After you have created exclusions rules, they will appear in the "Manage Exclusions" card. From here, you can update your rules and save your changes, or you can delete rules.
Exclusions Rules in Action
When a donation meets exclusion criteria, your selected exclusion action will be applied to that donation. Different applicable notifications will be added based on the exclusion action you applied.
Do not email
When a donation meets a "Do not email" exclusion criteria, a "Not Sent" flag will be added in the Email column of the Donations tab for the applicable donation. If you hover over the flag, the reason -- "Met Exclusion Criteria" -- will appear in a tooltip.