Bookmark this page Print this page

Mail Shot, Bulk Selection Of Clients (and Data Protection)

For the bulk selection of client records to include in a mailshot (e.g. in a given postal area), starting from Durell’s Main Menu…

Then on the “Mailshot Options” dialogue…

The above example would find all clients in the “TA” postcode area. To refine this to only those born between 1/1/1950 and 1/1/1960 you would need to run the mailshot marking process a second time to TURN OFF, or exclude, all those born outside the selected period…

Then on the “Mailshot Options” dialogue…

You now have marked all the clients in the TA region born between 1950 & 1960.

Bulk Mailshot Selection For Other Address Sets

When you get to the “Mailshot Options” dialogue you can optionally choose to select from…

Data Protection

For example, you may wish to exclude those clients from a mailshot selection who have not consented to communication by mail. Simply put a tick in the “Mail” from “Our comp” box in the bottom right of the Mailshot Options pop-up and any client without a matching tick will be excluded.

Note that such excluded records are always given the value set for “Unmatched records”, which in the example below is “No”. Also note that the data protection override only applies to selected ranges (i.e. there must be a tick in the “Select a range…” box).