Knowledge Base Article
How to Exclude Do Not Solicit Constituents from Mailing Lists
Do Not Solicit means a constituent does not want fundraising appeals. Argenta already keeps those people out of your mailing lists by default, so in most cases there is nothing for you to switch on. Here is exactly where it happens and how to check it.
Where Do Not Solicit Is Set
- Open the constituent record.
- Go to the Contact Info tab.
- Turn on the Do Not Solicit switch in the row at the top of the page.
- Click Save & Continue or Save & Exit.
Once it is set, a pink Do Not Solicit badge shows on the person's constituent card wherever their card appears.
Your Lists Already Exclude Them
Open any Mail Room list (Communication > Manage Mailing Lists, then Open List) and look just above the grid. There is a switch labeled Include "No Solicit" Constituents In List.
That switch is off by default, which means the members you see are the solicitable ones. Do Not Solicit constituents are filtered out of the view and out of anything you select in bulk. Turn it on only when you want to see the full membership, including the people who opted out.
On text lists there is also a Solicit OK column, so you can see each person's status right in the grid.
The Send Itself Is Also Protected
The list view is one layer. The send is the second, and it is the one that really enforces the opt-out.
When a marketing email batch goes out, Argenta checks marketing consent for every recipient and drops anyone who has withdrawn it, whether they turned on Do Not Solicit or clicked unsubscribe in an earlier email. That check runs at send time, so it holds even if an opted-out person is sitting on the list.
It also holds when someone has a duplicate record. An unsubscribe is matched by email address as well as by flag, so a second record for the same person cannot slip an appeal through.
Transactional email is deliberately left alone. Receipts and confirmations still reach the person, because withdrawing marketing consent is not the same as asking for no email at all.
Do Not Solicit Or Do Not Email?
- Do Not Solicit: no fundraising appeals. They still get receipts, confirmations, and other non-marketing email. This is what the unsubscribe link sets.
- Do Not Email: the broad stop. Use it when someone asks not to be emailed at all. See How to Prevent Email from Being Sent to a Constituent.
- Do Not Call and Do Not Text cover phone and SMS.
Check Before A Fundraising Send
- Open the list and leave the Include "No Solicit" Constituents In List switch off.
- Note the member count you are working with.
- Send. Your delivered count can come in lower than the list count, which is normal: unsubscribes, dead addresses, and deceased records are all removed along the way.
See Who Has Opted Out
Run the Do Not Solicit List Report at /reports/do-not-solicit for everyone carrying the flag, and the Unsubscribe Report at /reports/email-unsubscribes for people who opted out through an email link.