To create a mailing list that excludes all of the customers who have opted-out of receiving email marketing, you must create a Business Intelligence query with the following criteria:
- Open the Business Intelligence and Reports application from the AudienceView Desktop.
- Select the Business Intelligence tab.
The Business Intelligence|Search page appears.
- Select Customer from the 'Object List' dropdown. The option you select determines the criteria and fields you can work with.
- Click 'Create New'.
The Business Intelligence|Criteria page appears.
Define the criteria for your query as follows. Criteria are visible to users and evaluated to determine the data to return in the results of a BI query. For more information, refer to Working with BI Criteria.
| Field |
Value |
| Category/Criteria |
Customer Marketing Preferences |
| Type |
Match Condition |
| Function |
Blank |
| Condition |
Does not equal |
| Values |
No, please do not send me any promotional information.
Promotions
Offers
Memberships
The above values are examples that may not exist in your system. Select any value that has a mailing list associated with it. |
- Optionally, you can also filter the criteria to exclude any customers who may no longer be active by going to the Business Intelligence|Filters page and filtering for:
| Field |
Value |
| Operator Type |
Or |
| Filter |
Customer State |
| Types |
Matches |
| Value(s) |
Closed
Suspended |
For more information, refer to Working with BI Filters.
- Save your changes by expanding the save lists and extracts section of the Business Intelligence|Results page and save your changes. For more information, refer to Saving a BI Query.
- Search for and select the saved list that you would like to add your criteria to. For more information, refer to the Business Intelligence and Reports - Business Intelligence|Search Page and Performing Searches.
The Business Intelligence|Results page appears.
- Click 'Add Criteria'.
- Select the criteria list that you just created from the 'search_id' dropdown.
- Select Remove from the 'type' dropdown.
- Click
in the save lists and extracts section.
- Alter the name of the Business Intelligence query in the 'name' field so that the version that excludes the opted-out customers is easily identified.
- Click 'Save a Copy'.
When you are going to send an email to customers, select the altered version from the Find Saved Lists dialog box as the 'Send To' list.