Creating a mail list for eblast that excludes all household members for a condition

There are some cases where a client may wish to create a mail list to merge with a letter for eblast that will include patrons in the database with email addresses, but exclude patrons and their associated household members if that patron or one household member meets a particular condition. For example, you may wish to eblast everyone in your database with an email address, except attendees to a recent event and any of that attendee's household members.

For step-by-step instructions on how to build a mail list, click here. For steps on how to create a form letter in Theatre Manager for eblast, click here. And for steps on how to merge a form letter with a mail list, click here.

The following steps will specifically arrive at a mail list for the above example. Similar steps could be used to fit other cases (exclude patrons in a household where one member has donated, or exclude patrons in a household where one member has a particular marketing flag set).

1. Start by creating a new mail list. If you need steps for doing so, reference the link above for instructions.
2. On the description tab, set the patron selection drop-down to "All patrons in household"

3. On the Criteria Tab, ADD a group to the mail list with the following:

   Marketing Primary Email Unique # is greater than or equal to 1

   Make sure to check the box to exclude patrons marked "do not email" if you wish to exclude those patrons who have asked for no email contact

4. Then add a REMOVE group where the

   Event # is one of the event in question - The Rolling Stones

5. Execute the mail list

The same instructions could be used to create any number of mail lists. The only variable you would need to change is the REMOVE group.