Stop 35 of 58 · about 10 minutes
Who shouldn't hear from you right now? Every organization has a story about the same letter going to the same household four times. Usually the household tells it.
Sample charity: the people and numbers in these screens are made up, so the picture shows the tool, not a result.
Two tools keep a list tidy.
Excludes work like includes, but remove people. Think: anyone contacted last month, staff, anyone who asked not to be contacted, and anyone whose Cold Month Flag says they have never given in this month of the year.
Limits, under Apply Limits, cap your list. A Sample limit picks a set number, randomly or in order, handy for a test send. An N Per limit caps people per group, like one per household.
Write your answer in the course; it stays in your browser.
An exclusion makes a list smaller or keeps it the same. If yours grew, you added an include.
A tidy list tells supporters you know them, and feeling known is why people stay.
Learn Mission is a free course. You read a little, do it yourself, then answer one quick check. Orin, the assistant in Orbit, walks with you. Your progress stays in your browser.
It is stop 35 of 58. Open it in the course, or start from the beginning.
Open this stop in the course