Difference between revisions of "How do I exclude customers from bulk mailing?"
From Catalyst
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== More Information == | == More Information == | ||
| − | Go to | + | Go to {{Menu|Systems\Accounts|{{SL}}|Customer File Maintenance|Add or Edit Customers}}. |
| − | * Select the account or [[How do I Find a Customer?| | + | * Select the account or [[How do I Find a Customer?|SEARCH]] for a customer. |
| − | *Click on the | + | *Click on the {{Tab|Attributes}} Tab. |
Here you will see the following exclusions in the unallocated box: | Here you will see the following exclusions in the unallocated box: | ||
| Line 23: | Line 23: | ||
== See also == | == See also == | ||
| + | * [[:Category:Getting Started|Getting Started]] | ||
| + | * [[:Category:FAQ|Frequently Asked Questions]] | ||
* [[How do I use the Retention Centre?]] | * [[How do I use the Retention Centre?]] | ||
* [[How do I Send an Email from Platinum?]] | * [[How do I Send an Email from Platinum?]] | ||
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* [[Can I Change the Heading Images?]] | * [[Can I Change the Heading Images?]] | ||
| − | + | {{KB_Tags|Market, marketing, exclusion, no mail, no email, no sms, reten, retention}} | |
| − | {{KB_SL}}{{KB_WS}}{{KB_ST}}{{KB_VS}} | + | {{KB_SL}}{{KB_WS}}{{KB_ST}}{{KB_VS}} {{FAQ}} |
Revision as of 14:37, 22 August 2013
Summary
There maybe cases whereby a particular customer would not wish to be contacted with promotional emails from platinum. It is possible to add a marker on a customer so they no longer get any mailings sent from the Marketing system.
More Information
Go to " Systems\Accounts Sales Ledger Customer File Maintenance Add or Edit Customers".
- Select the account or SEARCH for a customer.
- Click on the [Attributes] Tab.
Here you will see the following exclusions in the unallocated box:
- Message Exclusion
- This is a global exclusion to not send any messages to the customer.
- Email Exclusion
- This excludes the customer from messages sent by email.
- SMS Exclusion
- This excludes the customer from messages sent through SMS Test Messages
- To add simply select the exclusion you require and click the [->] button to allocate the exclusion to that account.
This will stop any mailings of the selected type to this account from this point on.
See also
- Getting Started
- Frequently Asked Questions
- How do I use the Retention Centre?
- How do I Send an Email from Platinum?
- How do I send bulk email messages?
- How do I send an SMS Message from Platinum?
- How do I send bulk SMS messages?
- How do I filter out Customers I don't want to Contact?
- How do I Get my Logo onto Printed Documents?
- How do I Create a Custom Retention Centre Action?
- How do I Add Advisories to a Workshop Job?
- How do I include images in emails?
- How do I Choose How to Contact a Customer through the Retention Centre?
- How do I Exclude Vehicles from Bulk Mailing?
- Can I Change the Heading Images?
