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:
1.Open Business Intelligence and Reports from the Desktop.
2.Select the Business Intelligence tab.
The Business Intelligence|Search page appears.
3.Select Customer from the 'Object List' dropdown. The option you select determines the criteria and fields you can work with.
4.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 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. |
5.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 BI Filters.
6.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.
7.Search for and select the saved list that you would like to add your criteria to.
The Business Intelligence|Results page appears.
8.Click 'Add Criteria'.
9.Select the criteria list that you just created from the 'search_id' dropdown.
10.Select Remove from the 'type' dropdown.
11.Click 
in the save lists and extracts section.
12.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.
13.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.
