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Excluding Addresses

Excluding a recipient from your mailing is now handled directly within COS, without needing to edit the Master Mailing Matrix yourself first.

Previously, clients had to download the Master Mailing Matrix on their own, highlight or cross out any addresses they didn't want included, save the edited file, and then upload it under User Supplied. We have streamlined the process so that clients can exclude addresses directly from the CoS upload screen.

How Excluding an Address Works Now

  1. During Add Addresses, select Master Mailing Matrix as your address source.
  2. CoS automatically pulls the most recent Master Mailing Matrix on file for that case.
  3. Each recipient appears as its own card. To exclude a recipient, uncheck all mailing method boxes on their card. An Excluded label will appear on the card to confirm.
    Excluded recipients are not mailed to, and are not included in the COS.

Notes

  • This removes the need to manually edit and re-upload the matrix for every job.
  • See "Add Recipients" for more on setting mailing methods for each recipient card.