Commonly Used Marketing Effort Exclusions

Summary

Provides names and descriptions of commonly used Marketing Effort exclusions. This provides standard Marketing Effort solicit codes as well as standard Annual Giving-level exclusions for solicitations.

Body

Exclusion Query/Solicit Code Name Description Location on Marketing Effort Exclusions Tab
No Contact - UM No Contact No contact preference for the University of Michigan Contact Rule Exclusions
No Contact - Unit No Contact - Unit No contact preference for a specific unit Contact Rule Exclusions
No Email Contact - UM No E-Mail Contact No email contact preference for the University of Michigan Contact Rule Exclusions
No Email Contact - Unit No E-Mail Contact - Unit No email contact preference for a specific unit Contact Rule Exclusions
No Mail Contact - UM No Mail Contact No mail contact preference for the University of Michigan Contact Rule Exclusions
No Mail Contact - Unit No Mail Contact - Unit No mail contact preference for a specific unit Contact Rule Exclusions
No Telephone Contact - UM No Telephone Contact No telephone contact preference for the University of Michigan Contact Rule Exclusions
No Telephone Contact - Unit No Telephone Contact - Unit No telephone contact preference for a specific unit Contact Rule Exclusions
No Event - UM No Event No event preference for the University of Michigan Contact Rule Exclusions
No Event - Unit No Event - Unit No event preference for a specific unit Contact Rule Exclusions
No Virtual Event No Event (Virtual) No virtual event preference for the University of Michigan Contact Rule Exclusions
No Reunion - UM No Reunion No reunion preference for the University of Michigan Contact Rule Exclusions
No Reunion - Unit No Reunion - Unit No reunion preference for a specific unit Contact Rule Exclusions
No Solicitation - UM No Solicitation No solicitation preference for the University of Michigan Contact Rule Exclusions
No Solicitation - Unit No Solicitation - Unit No solicitation preference for a specific unit Contact Rule Exclusions
No Email Solicitation - UM No E-Mail Solicitation No email solicitation preference for the University of Michigan Contact Rule Exclusions
No Email Solicitation - Unit No E-Mail Solicitation - Unit No email solicitation preference for a specific unit Contact Rule Exclusions
No Mail Solicitation - UM No Mail Solicitation No mail solicitation preference for the University of Michigan Contact Rule Exclusions
No Mail Solicitation - Unit No Mail Solicitation - Unit No mail solicitation preference for a specific unit Contact Rule Exclusions
No Telephone Solicitation - UM No Telephone Solicitation No telephone solicitation preference for the University of Michigan Contact Rule Exclusions
No Telephone Solicitation - Unit No Telephone Solicitation - Unit No telephone solicitation preference for a specific unit Contact Rule Exclusions
No Text Message - UM No Text Message No text message preference for the University of Michigan Contact Rule Exclusions
No Text Message - Unit No Text Message - Unit No text message preference for a specific unit Contact Rule Exclusions
Constituent Advisory Note Constituent Advisory Note Constituents who should not be contacted unless you have spoken to the PDA team to reach out to them Contact Rule Exclusions
NO CONTACT-Absolute/Unconditional - Constituent NO CONTACT-Absolute/Unconditional (Constituent) Constituents who should not be contacted under any circumstances. Requested by constituent. Contact Rule Exclusions
NO CONTACT-Absolute/Unconditional - University NO CONTACT-Absolute/Unconditional (University) Constituents who should not be contacted under any circumstances. Requested by the University of Michigan Contact Rule Exclusions
Regents UM_CONST_SPOUSE_Regents_Active_v2 Active regents and their spouses Selections to Exclude
Honorary Degrees UM_CONST_AL_SPOUSE_Honorary Constituents or their spouse with an honorary degree that do NOT have an academic degree from UM Selections to Exclude
Current Students UM_CONST_SPOUSE_Current Students Constituents or their spouses who are currently a student to UM Selections to Exclude
Pending Opportunities - UM UM_CONST_SPOUSE_RATED_OPEN_OPPORTUNITY Constituents or their spouse who opportunity status is "Response Pending." Selections to Exclude
UAG Unit Exclusion UAG_PREF_Annual_Giving_Unit_Exclusion_AllUnits Constituents flagged by UAG to be removed from Annual Giving projects Selections to Exclude
UAG MGO Exclusion UAG_PREF_Annual_Giving_MGO_Exclusion and Spouse Constituents and their spouses codes with the "AG MGO" exclusion code Selections to Exclude
Giving $25K+ Curr/Prior CY UM_CONST_SPOUSE_DONOR_25K_Rolling Constituents or their spouses who had a sum giving of $25,000 or more in this calendar year or last calendar year Selections to Exclude
Giving $1M+ Life UM_CONST_SPOUSE_DONOR_ALLFY_RCG_1M+ Constituents or their spouses who have a lifetime giving of $1,000,000 or more. Selections to Exclude
1x Memorial - UM UM_CONST_SPOUSE_DONOR_1x_Memorial_Donor Excludes alumni. Non-alumni donors who only gave once to UM as a memorial gift. Selections to Exclude
1x Memorial - Unit [UNIT]_CONST_SPOUSE_DONOR_1x_Memorial_Donor Excludes alumni. Non-alumni donors who only gave once to that unit as a memorial gift. Selections to Exclude
Recurring Gifts UM_CONST_SPOUSE_DONOR_Recurring_Gift_Active Constituents or their spouse with an active recurring gift to UM. Selections to Exclude
Outstanding Pldg. - UM UM_CONST_SPOUSE_DONOR_PLG Constituents or their spouses with an open pledge. Selections to Exclude
Outstanding Pldg. - Unit [UNIT]_CONST_SPOUSE_DONOR_PLG Constituents or their spouses with an open pledge to that unit. Selections to Exclude
Not in Universe UM_DEMO_Universe... Constituents who do not meet the criteria for the selected universe query, most commonly means they do not have a valid primary email/address in DART. Universe tab

 

Details

Details

Article ID: 6701
Created
Wed 11/3/21 4:47 PM
Modified
Tue 1/30/24 10:07 AM

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Provides names and descriptions of constituent exclusions in the Marketing Effort Exclusions Report.