Q-Xpress Exclusions

You can exclude or remove Q-Xpress records from the file using the following criteria. In most cases, the Significant Other can be excluded as well depending on the selection.

1. Postal / Zip Code: Donors with a primary postal / zip code in the range you specify will be removed from the file.
2. Last Solicitation Date: Donors whose last solicitation date resides in the given range will be removed from the file. Solicitation Date can be updated at Label Export time; this prevents donors from being over-solicited.
3. Campaign: Donors who have donated to a specific campaign will be removed from the file. A date range can be used to further qualify the selection. An option called Including Significant Other exists for situations where a Q-Xpress export file has been created with the Suppress Mail option active and either partner can activate the exclude activity.

   This option looks to see if the ToWhom2 Q-Xpress field has been populated. In a case where the field is populated, indicating that Suppress mail was activated for the record's selection, @EASE will exclude the record if either the primary donor or the significant other has donated.

4. Membership: Donors with a specific membership can be excluded. This option automatically reviews both the primary donor and the significant other donor where a record was added to the Q-Xpress file with the suppress mail option active. You can tell if the suppress mail option was activated if the ToWhom2 field is populated.
5. Quality: Donors with a specific quality can be excluded. This option automatically reviews both the primary donor and the significant other donor where a record was added to the Q-Xpress file with the suppress mail option active. You can tell if the suppress mail option was activated if the ToWhom2 field is populated.
6. Status: Donors with a specific activity status can be excluded, deceased or if Opt-in is blank.
7. By Contact: A situation may exist where an individual's record exists on the Private Donor file and as a Contact for a Corporate record. Where the private record is documented on the Corporate Contact window by entering the Private Donor Record number, @EASE gives the option of removing either all Private records or all Corporate Contact records, where the person has been included from both perspectives.

   Further to this exclusion, @EASE now looks at the Corporate Master record should it be included with the individual as the Key Corporate Contact (the name noted on the Corporate Master Record).

   For example:

   Robert Bell has been selected as a Private Donor number P100002. He is a contact for Sunny Garden Greenhouses and his contact record references his Private Donor Record P100002.

   Sunny Garden is C100003 and the key contact for the company is Robert.

   If all three records are on the Q-Xpress file and we remove all contacts, both the Corporate record for Sunny Garden and the Corporate Contact record for Robert will be removed.