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How to Mark a Client as Do Not Market To Client

Overview

 This tutorial explains how to enable the "Do Not Market To Client" feature

What does the "Do Not Market To Client" Option do?

The "Do Not Market To Client" option does the following steps:

  • CloudAlert Emails are not sent to clients that have the "Do not market to client" option set
  • CloudAlert Texts are not sent to clients that have the "Do not market to client" option set
  • Marketing campaigns automatically exclude all clients that have the "Do not market to client" option set

How to Mark a Client as Do Not Market To Client

This option is only visible when the client is edited.

  1. Create a new client or edit an existing client
    1. Click here for a tutorial How to Create/Edit a Client
  2. Click the List menu option
  3. Click the Do Not Market To Client menu item
  4. Click the Save button