Basic Query for Profiles with Email / Marketing Permissions
To be included in the Email Marketing Programs, ClientBase profiles must have the following:
- Email address with Marketing Permission checked yes
- Minimum of a 2-letter state code in the address field. (Due to Seller of Travel regulations)
From the Profile Manager:
- Choose the Level 3 query tab
- Click Reset All – Reset all level 3 filters? – Select Yes
- Click on Add Filter
General Info tab
- Select Profile Type - Leisure
- State box – select ‘Is NOT BLANK’
Communications Tab
- Filter Type
- Select Does Have Communication Records with following criteria
- Communications Type
- Select Email
- Check the Primary box
- Entry box
- From drop down menu select Contains
- Next to the Entry box type in the @
- Marketing Permission box
- From drop down menu select Yes (checked)
- Click OK
- Click Refresh
- Click Count to see how many profiles are in the query results
- To save this query as a query folder o
- Click on File
- Save Query As
- Select Personal or Global
- Name the Folder
- Click OK
