Create a "Do Not Mail" query

When you send mail, do not send items to accounts with bad addresses, accounts who opted out of your mailings, and the deceased. To do this, you'll first create a basic query which identifies the accounts you want to exclude. For information about how to create a basic query, refer to Create a basic query.

1. From Queries, click Manage Queries. The Query Categories page appears.

2. Click on a category to select it, or to create a new category click New Category under Tasks. After you access a category, the Edit Query Category page appears.

3. Click New Query under Tasks. The Create a New Query page appears.

4. In the Name field, enter "Do Not Mail."

5. Enter a description so that you and other users in your organization know what the query is used for. This query identifies accounts with bad addresses, accounts who opted out of your mailings, and the deceased. You'll use this query to create a compound query which you'll use to send mail.

6. Select Change Query Type under Query Type and select Dynamic Query.

7. Under Starting Query, select Base as the category.

8. In the Query drop down field, select All Constituents - A.

9. From Data Return Type, under Results, select Accounts. For more information about data return types, see Data Return Types.

10. Under Criteria Options, select Match at least one criteria.

11. From Criteria, in the drop down field, select UDFs - Constituent and then click Mailing Status.

12. Select the statuses which should not receive mail.

    • Do Not Mail

    • Bad Address

    • Deceased

    If the mailing is an appeal for fundraising or sales, also select Do Not Solicit

13. Click Save and to save the query and navigate to the page selected in the Save And menu. You are ready to use this "Do Not Mail" query to create a compound query, which you use to send mail. For information about how to create a "Clean Mail" compound query, refer to Compound Queries.