Dynamically update exclusions from lists

When creating a list (A) in NXT and excluding another list (B) from it, if a new constituent is then created that meets the filter criteria of both A and B lists, they are not excluded from list A by virtue of also being part of list B. In other words, at the moment the list of excluded records from list A is not dynamically updated as constituents are are added to list B. Dynamically and automatically updating exclusions would be hugely helpful instead of manually re-excluding a list of records from a given list each time to update it.

  • Adam Rosenblatt
  • Sep 21 2020
  • Reviewed: Voting Open
Lists
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  • Micky Bocian commented
    15 Dec 23:11

    This 100% needs to be implemented. Lists should be designed for reuse and not one-time use.

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  • Kevyn Barnes commented
    21 Oct 20:11

    A way to make the exclusion list dynamic or automate the exclusion of another list or query would be fantastic. The most frequent example of this would be our emails reminding people to register for an upcoming event. I have a list of people who have already accepted or declined the invitation, based on a static query that is automated through Queue. Great! But I have to manually exclude that list from "invitation reminder" Constituent list that marketing uses to send reminders to people to RSVP. Yes, we have often sent the reminders to everybody anyway, but then people want to know why they are getting the email when they already registered, or they register again which creates ghost guests. Same thing with campaign asks (except instead of giving more, donors get annoyed and unsubscribe completely). It is hard to guarantee my timing for manually excluding the updated exclusion list will align with the marketing team's timeline for pushing through emails to the "invite" list.

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  • Jayme Fancher commented
    March 09, 2023 19:51

    100% I am trying to employ AddressFinder automation but MUST exclude certain demographics from my base. With AddressFinder running automatically but exclusions not, I cannot use the service.

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  • Cathy Michitsch commented
    August 12, 2022 17:53

    I have to manually refresh these exclusions approx once a month on 20 constituent lists for Workflow purposes. A lot of time is wasted to do something that should be automated/dynamic. Thx! :)

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  • Genevieve Wong commented
    July 15, 2022 14:06

    Thank you for the suggestion! I deploy multiple emails per campaign and I have to recreate the email list where list A need to exclude (B, C, D, E). It is extremely time consuming.

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  • kathleen butz commented
    August 12, 2021 18:02

    I could not agree more. Especially when a list is applied to a Workflow

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