Difference between revisions of "How do I exclude customers from bulk mailing?"
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m (Les Ward moved page How do I Exclude Customers from Bulk Mailing? to How do I exclude customers from bulk mailing?: Lower case headings (Except options)) |
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== More Information == | == More Information == | ||
| − | Go to {{Menu | + | Go to {{Menu|{{SL}}|Customer File Maintenance|Add or Edit Customers}}. |
* Select the account or [[How do I find a customer?|search]] for a customer. | * Select the account or [[How do I find a customer?|search]] for a customer. | ||
| − | *Click on the {{Tab|Attributes}} | + | *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 31: | Line 31: | ||
* [[How do I exclude units from bulk mailing?]] | * [[How do I exclude units from bulk mailing?]] | ||
* [[Getting started - Retention Centre]] | * [[Getting started - Retention Centre]] | ||
| − | * [[How do I | + | * [[How do I send an email from Platinum?]] |
* [[How do I send bulk email messages?]] | * [[How do I send bulk email messages?]] | ||
* [[How do I send an SMS Message from Platinum?]] | * [[How do I send an SMS Message from Platinum?]] | ||
Revision as of 06:30, 10 January 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?
