Difference between revisions of "How do I exclude customers from bulk mailing?"
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== More Information == | == More Information == | ||
| − | Go to | + | Go to {{Menu|{{SL}}|Customer File Maintenance|Add or Edit Customers}}. |
| − | * Select the account or [[How do I | + | * 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: | ||
| − | ; | + | ;Marketing Excluded |
| − | :This is a global exclusion to not send any | + | :This is a global exclusion to not send any marketing information to the customer. |
| − | ;Email Exclusion | + | ;Email Message Exclusion |
:This excludes the customer from messages sent by email. | :This excludes the customer from messages sent by email. | ||
| − | ;SMS Exclusion | + | ;SMS Message Exclusion |
| − | :This excludes the customer from messages sent through SMS | + | :This excludes the customer from messages sent through SMS Text Messages. |
| + | |||
| + | ;Mail Marketing Exclusion | ||
| + | :This excludes the customer from receiving any letters. | ||
| + | |||
| + | ;Telephone Marketing Exclusion | ||
| + | :This excludes the customer from receiving any letters. | ||
*To add simply select the exclusion you require and click the {{Button|->}} button to allocate the exclusion to that account. | *To add simply select the exclusion you require and click the {{Button|->}} button to allocate the exclusion to that account. | ||
| − | This will stop any | + | This will stop any marketing of the selected type to this account from this point on. |
== See also == | == See also == | ||
| − | *[[How do I | + | * [[How do I exclude units from bulk mailing?]] |
| − | *[[ | + | * [[Getting started - Retention Centre]] |
| − | *[[How | + | * [[How do I send an email from Platinum?]] |
| − | *[[How | + | * [[How do I send bulk email messages?]] |
| − | *[[How | + | * [[How do I send an SMS Message from Platinum?]] |
| − | *[[How do I | + | * [[How do I send bulk SMS messages?]] |
| − | + | {{KB_Tags|market, marketing, exclusion, no mail, no email, no sms, reten, retention}} | |
| − | {{ | + | {{How}}{{Hint}}{{KB_SL}}{{KB_ST}}{{KB_VS}}{{KB_WS}} |
Latest revision as of 05:33, 19 June 2019
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 " 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:
- Marketing Excluded
- This is a global exclusion to not send any marketing information to the customer.
- Email Message Exclusion
- This excludes the customer from messages sent by email.
- SMS Message Exclusion
- This excludes the customer from messages sent through SMS Text Messages.
- Mail Marketing Exclusion
- This excludes the customer from receiving any letters.
- Telephone Marketing Exclusion
- This excludes the customer from receiving any letters.
- To add simply select the exclusion you require and click the [->] button to allocate the exclusion to that account.
This will stop any marketing of the selected type to this account from this point on.
See also
- How do I exclude units from bulk mailing?
- Getting started - 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?
