Basic Query for Profiles with Email / Marketing Permissions

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