Difference between revisions of "How do I exclude customers from bulk mailing?"

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{{Review}}
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== Summary ==
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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.
  
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There maybe cases whereby a particular customer would not wish to be contacted with promotional emails from platinum (e.g. a death in the family) It is possible to add a marker on a customer so they no longer get any mailings sent from the Marketing system.
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== More Information ==
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Go to "Sales Ledger" -> "Customer File Maintenance" -> "Add or Edit Customers".
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*From a customer account anywhere in the system press {{KeyPress|S-F10}}.
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* Select the account or [[How do I Find a Customer?|search]] for a customer.
 
*Click on the "Attributes" Tab.
 
*Click on the "Attributes" Tab.
  
 
Here you will see the following exclusions in the unallocated box:
 
Here you will see the following exclusions in the unallocated box:
  
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*'''Message Exclusion''' - ''This is a global exclusion to not send any messages to the customer''
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;Message Exclusion
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*'''Email Exclusion''' - ''This excludes the customer from messages sent by email''
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:This is a global exclusion to not send any messages to the customer.
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*'''SMS Exclusion''' - ''This excludes the customer from messages sent through SMS Test Messages''
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;Email Exclusion
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:This excludes the customer from messages sent by email.
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;SMS Exclusion
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:This excludes the customer from messages sent through SMS Test Messages
  
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*To add simply select the exclusion you require and click the {{Button|->}} button to allocate the exclusion to that account
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*To add simply select the exclusion you require and click the {{Button|->}} button to allocate the exclusion to that account.
  
 
This will stop any mailings of the selected type to this account from this point on.
 
This will stop any mailings of the selected type to this account from this point on.
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*[[How do I Exclude Vehicles from Bulk Mailing?]]
 
*[[How do I Exclude Vehicles from Bulk Mailing?]]
  
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{{KB_Tags|Market, marketing, exclusion, no mail, no email, no sms}}
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{{FAQ}}{{KB_Tags|Market, marketing, exclusion, no mail, no email, no sms}}
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{{KB_SL}} {{KB_WS}} {{KB_ST}} {{KB_VS}}
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{{KB_SL}}{{KB_WS}}{{KB_ST}}{{KB_VS}}
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{{FAQ}} {{ZN_Admin}}
 

Revision as of 14:29, 7 December 2009

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:

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


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Keywords AND Misspellings
Market, marketing, exclusion, no mail, no email, no sms
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