Creating a Merged List – Web Client Help Center

Once you have defined lists in ThreeSixty, you can choose to merge lists to identify a group of members with certain specifications.

Example: You are planning the fall retention campaign. Several lists already exist and represent each of the major categories of membership. These lists are automatically regenerated on a weekly basis so the member count is accurate. You want to send the first email notice to all members whose membership expires within four months, and invite them to visit the website to pay their renewal online. You can combine these lists into one list that includes all members, but excludes those members whose membership does not expire within four months using the merged list functionality.

Lists that are expired cannot be merged to create new lists.

While it is possible to combine lists using Data Analyzer, the selection criteria for several lists to be merged to form a master list could be too complex for one Data Analyzer report. It is recommended that you used the marketing merged list functionality to minimize steps and eliminate errors.

To create a merged list:

From Marketing Central, select Merge List from the Create List card.
- OR -
From the Manage Marketing List page, select Merge List from the Create List drop-down.
The Add Marketing List page displays.
From the List Information section, perform the following:
1. Modify the system-generated List Code, if necessary.
2. Select an option from the Regeneration Frequency drop-down to define how often the list will regenerate so that it has the most up-to-date customer information, if necessary.
  If you select a regeneration frequency of ALWAYS, any time MKT600 is run in the future, it will also regenerate any marketing list with a regeneration frequency of ALWAYS.
3. Enter a Description of the list.
4. The Creation Date defaults to today. Change this if necessary.
5. If necessary, select the list Expiration Date from the drop-down.
From the Merged and Excluded Lists section, perform the following:
1. Select Create Merged List to search for and select lists to be merged.
2. Select Create Excluded List to search for and select lists to be excluded.
From the List Creation section, perform the following:
1. Select the Include or Exclude Constituents from the selected opt-in interest area drop-down to add or remove customers to the list based on interest area if necessary.
2. Select the Opt-In Category drop-down to select an area of interest to either include or exclude customers by, if necessary.
  After selecting an opt-in category, the Opt-In Choice drop-down becomes a required field.
3. Select the Opt-In Choice drop-down to either exclude or include customers based on the specified interest area if necessary.
4. Set the Follow “Do Not Solicit” preferences of constituents toggle to adhere to the constituent’s contact preferences.
5. Set the Promotional Communication toggle to YES to indicate that the list is meant to be for a marketing promotion, if necessary.
6. Set the Only include current members on the list toggle to YES to eliminate any constituents from the generated list who are not current members, if necessary.
7. Set the values for the Exclude Constituents from this list values as necessary.
  1. Select the Has drop-down and select from either Donation (to exclude a bill-to customer) or Order (to exclude a ship-to customer).
  2. Select the For drop-down to determine what the order or gift was for.
    The title of the link below will change depending on your selection.
  3. Select the Within drop-down and select a time frame to limit your exclusion.
8. Select the Select If/How Households Should Appear in the List drop-down to either include or exclude customers who do not belong to a household if necessary.
  This option is only available if the “Use Householding” app parameter = Y.
From the Optional Information section, perform the following:
1. Select the department code or the name of the department that owns the list from the Department drop-down, if necessary.
2. Select a campaign from the Campaign drop-down to select how you want this list to be used to target customers, if necessary.
3. Select the Assigned to field and select a different user to assign the list to, if necessary.
4. Select a subject from the List Subject drop-down to better categorize your list, if necessary.
5. Add any additional information in the Special Notes text box, if necessary.
Select Save and Create List.
The system runs the MKT500 batch process.

Screen Element	Description
List Information
List Code	Text field. This unique code identifies the marketing list throughout ThreeSixty. While the system captures the list code when you record it on the Order Entry screen and assigns the list code to a specific group of customers and prospects, you can change the code here. The list code helps determine if a person from a specific list responds to a specific appeal. The system uses the list code to perform an ad hoc analysis of the results from one or more lists. This code cannot exceed 24 characters.
Regeneration Frequency	Drop-down. Select an option to define how often the list will regenerate so that it has the most up-to-date customer information. If you schedule the job here, you must verify the MKT600 batch job is running using the Job Submission screen. If you select a regeneration frequency of ALWAYS, any time MKT600 is run in the future, it will also regenerate any marketing list with a regeneration frequency of ALWAYS. Values in the drop-down are populated based on the fixed code defined for the MKT "REGENERATION_FREQUENCY" system type.
Description	Text field. Enter a description for the list. This field is required to generate a list.
Creation Date	Drop-down. Displays the date the list was created. This field defaults to the current date, but you can change the date by clicking the drop-down to select from that calendar. Once the information is saved, you can no longer edit this field.
Expiration Date	Drop-down. Displays the date the list will expire. Click the drop-down to specify a date for users to discontinue using the list. This field is optional.
Merged and Excluded Lists
Create Merged List	This option allows you to search for multiple existing lists to merge with your merged list.
Create Excluded List	This option allows you to search for multiple existing lists to exclude from your merged list.
List Creation
Include or Exclude Constituents from the selected opt-in interest area	Drop-down. Click the drop-down to select whether to include or exclude customers based on the opt-in interest area specified in the Opt-In Category drop-down. Values are Include and Exclude.
Opt-in Category	Drop-down. Select this option if you want to either include or exclude customers based on their opt-in interest area. Selecting an option in the drop-down will render the Opt-In Choice drop-down mandatory for saving or processing your record. Values in the drop-down are populated based on the non-fixed codes defined for the CUS "OPT_IN_INTEREST_AREA" system type.
Opt-In Choice	Drop-down. Select this option to specify the opt-in category to either include or exclude customers from the list by.
Follow "Do Not Solicit" preferences of constituents	Toggle. When set to YES, the upload process does not create a record for customers/prospects who have indicated that they do not want to be contacted. If these customers/prospects have opted out of communication with the company, no promotional requests on this customer/prospect are permitted. This option is available for all lists except Prospect Import Lists.
Promotional Communication	Toggle. When set to YES, this option identifies a list as being used to send promotional communication and automatically checks the “Exclude Do Not Call” checkbox on the Generate List Communication (MKT006) screen. Customers who requested to not receive promotional communications (checked the “Do Not Call” checkbox) will be dropped from this list when running the MKT800 communication-generation batch process. This checkbox is used for customers who have specified specific methods in which to not receive solicitations, whereas the Exclude Removal checkbox is used for customers who requested to receive no solicitations at all.
Only include current members on the list	Toggle. This serves as an additional filter for lists being created from the MKT002 screen. If this flag is set to YES, the system will eliminate any constituents from the generated list who are not current members.
Exclude Constituents from this list if the constituent	This option allows you to exclude ship-to (order) or bill-to (donation) customers from your list who have purchased a product, campaign, fund, or appeal within the fiscal year, calendar year, or the last six months. This will not appear for Prospect Import Lists, or for merged lists that are composed of only Prospect Import Lists.
Has	Drop-down. Click the drop-down to select whether customers should be excluded from the list if they have either a donation or an order. If the you select “A donation”, the system will exclude bill-to customers with active donations that meet the other exclusion conditions. If the you select “An order”, the system will exclude order line ship-to customers with active orders that meet the other exclusion conditions. Values in the drop-down are populated based on the fixed defined for the MKT "EXCLUSION_ORDER_TYPE" system type.
For	Drop-down. Click the drop-down to select whether the donation or order (defined in the Has drop-down) for customers to be excluded should be selected based on a product, campaign, fund or appeal in the order line. Your selection in this drop-down controls the way the following link displays. Values in the drop-down are populated based on the fixed defined for the MKT "EXCLUSION_ORDER_OBJECT" system type.
Within	Drop-down. Click the drop-down to select the time frame of the donation or order to be used to exclude constituents from the list. Values in the drop-down are populated based on the fixed defined for the MKT "EXCLUSION_TIMEFRAME" system type.
Select If/How Households Should Appear in the List	Drop-down. If you are using ThreeSixty’s householding feature, you can specify whether the marketing list should contain only households or households and individuals. If you select Households Only, a customer who does not belong to a household will not appear in the list. This option is only displayed if the “Use Householding” app parameter = Y. Values in the drop-down are populated based on the fixed codes defined for the MKT "HOUSEHOLD_INCLUSION_RULE" system type.
Optional Information
Department	Drop-down. Select the department code or the name of the department that owns the list. The code is used to categorize the list to facilitate an easier search for one list among many in an organization. This information is used for reporting purposes only. Values in the drop-down are populated based on the non-fixed codes defined for the MKT "DEPARTMENT" system type.
Campaign	Drop-down. Select how you want this list to be used to target customers. For example, the list could be used to contact a group of customers to inform them of a fundraising campaign. This information is used for reporting purposes only. Values in the drop-down are populated based on the non-fixed codes defined for the MKT "CAMPAIGN" system type.
Assigned To	Search field. This field defaults to the logged in user. If necessary, search for and select a different user.
List Subject	Drop-down. Select a user-defined code to further define the list. For example, Annual Conference or Membership. Values in the drop-down are populated based on the non-fixed codes defined for the MKT "LIST_SUBJECT" system type.
Special Notes	Text field. Enter any extra notes you want to record about this list.