How to Use the Cause Exclusion Manager
Note: This feature is only available on our Impact Plus and above plans, or if you have purchased the customer cause search feature a la carte
As a store owner, you have control of which causes you’d like to distance yourself from. To do this, you can visit the Exclude Nonprofits section of our Cause Manager in the Impact Portal.
To add nonprofits to this exclusion list...
1. Open the Impact Portal, then navigate to your Cause Manager by clicking on Causes from the left side menu, then selecting Exclude Nonprofit:
2. You can then use the Add Exclusions button to begin excluding the nonprofits you would like to remove:
You can search for the nonprofit you would like to exclude and add it to the exclusion list by clicking the + icon next to the desired nonprofit result.
The list on the right is a selection queue. Causes not be added to your exclusion list until you click the Exclude Selection button shown below:
We also give you the option to bulk exclude nonprofits by uploading a CSV file into our system.
Click here to download the CSV template to use for bulk upload on exclusion.
Once you’ve uploaded the CSV by clicking the Upload button seen below, the causes that are in our database that you want to exclude will be displayed on the right hand side. At this point you may choose to edit the list by removing causes from the selection queue. Causes in queue will not be added to your exclusion list until you click Add Exclusion button to save your selections.
You can also exclude nonprofit categories with our Exclude Nonprofit Category manager. To learn more, visit the Exclude Nonprofit Category knowledge base.