“Do Not Mail” only for specific mailings

Daniel Wallach
Daniel Wallach
Fifth Anniversary Kudos 2 Name Dropper Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions

Some constituents want to opt out of specific mailings, not everything. Therefore marking their addresses as do not mail won’t work. Does anyone have a process in place for this?

Comments

  • Ashley Gelderblom
    Ashley Gelderblom
    Tenth Anniversary Kudos 2 Name Dropper Participant

    @Daniel Wallach
    Yes you can use consent- we did at first for this, but became complicated to manage, we now use constituent attributes with a table of a variety of combinations

  • Dariel Dixon
    Dariel Dixon Community All-Star
    Seventh Anniversary Kudos 5 First Reply PowerUp Challenge #3 Gift Management

    @Daniel Wallach We use a variety of solicit codes for things like this. Codes like “Do Not Solicit” or “Do Not Mail Magazine” may be helpful, but you need to make sure you remember to exclude them in your mailing list queries.

  • Austen Brown
    Austen Brown Community All-Star
    Ninth Anniversary Kudos 5 PowerUp Challenge: Product Update Briefing Feedback Task 3 bbcon 2025 Attendee Badge

    @Daniel Wallach - I recommend having a constituent attribute for this; use solicit codes for overarching exclusions, attributes for the more specific exclusions.

  • Faith Murray
    Faith Murray
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Daniel Wallach
    You'll want to use either Attributes or Solicit codes for this purpose. I recommend Solicit codes, as they are more operable in Mail, function well with Consent using Business Rules, and keep your Attributes uncluttered for other data. We use a number of Solicit codes, such as “no newsletter”, “no gifts”, “+ event invites”, “no summer appeal", “no ask upgrades”, “no monthly gift appeal”, “no planned giving mailings”, “+ Christmas visits”, “email only”, etc etc. There's no end to the customization you can do to make sure each donor gets exactly the communications they want.

  • Christine Robertson
    Christine Robertson Community All-Star
    Kudos 5 Name Dropper Participant First Anniversary

    @Daniel Wallach Think through how you will pull this information as you create your system of tracking both what people DO want to receive versus what they DON'T want to receive. Too often when I do assessments, the fields have been added in a way where they can contradict one another and it is very hard to pull an accurate list as a result.

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