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 " 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?

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Keywords AND Misspellings

Market, marketing, exclusion, no mail, no email, no sms, reten, retention