How to edit a Package

Packages are a collection of programs (acquisitions and/or automated external suppressions) that are set up so they can run in a certain order.  This allows you to prioritize the sequence of acquisitions to ensure that duplicate records are not sent on the same day from different programs.

For example, you have two Auto Order acquisitions:  one for retention and one for acquisition.  You will likely want the retention program to run first, be available for suppression and then have the acquisition program suppress against the retention program so they don’t receive duplicate records.  

Another example is that you have an automated external suppression that is loaded every day.  You may also have a program that you would like to run after the external suppression is loaded.  Packages will handle this scenario as well.

Step 1 Select the Package you need to edit

From the Home page, click the Packages tab

Step 1 Select the Package you need to edit
  1. Click the Action icon to expand the pop up menu
  2. Click the Edit link

Step 2 Package Summary

On the Package Summary page, you have the ability to edit all of the previously entered information on the page -

You may edit the name of the Package

You may change the status of the Package to Inactive so that it does not run

You may add Programs and Suppressions to the Package by clicking the drop down menus under the Programs and Suppressions fields.  

Step 2 Package Summary

You may delete Programs and Suppressions from the Package.  To delete a Program or Suppression, click the X in the upper right corner of the blue icon for that item.  The page will refresh to show that item is no longer a part of this particulart package.

Step 3

Click the blue Save button to retain your current settings.

 

Step 3

The page refreshes to display the saved information