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