How do I exclude customers from bulk mailing?
From Catalyst
Revision as of 08:14, 8 October 2013 by Chris Morrison (talk | contribs)
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 " Systems\Accounts 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
- Mail 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 mailings of the selected type to this account from this point on.
See also
- How do I Exclude Vehicles from Bulk Mailing?
- How do I use the 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?
- How do I Get my Logo onto Printed Documents?
- How do I Add Advisories to a Workshop Job?
- How do I include images in emails?
- Can I Change the Heading Images?
