How do I exclude customers from bulk mailing?
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
- How do I use the Retention Centre?
- How do I send bulk email messages?
- How do I send bulk SMS messages?
- How do I Exclude Vehicles from Bulk Mailing?