Monday, June 4, 2012

GoldMine : Getting Contacts without E-mail Addresses

I'm very pleased to report that we now are starting to see a lot of clients requesting our help with marketing lists, a lot of them for Constant Contact and other e-mail marketing firms. So eventually the question comes up; who has an e-mail address and who doesn't?

The veterans out there immediately understand this is a somewhat difficult proposition. E-mail addresses in GoldMine are not on a "one-to-one" relationship with the contact record. What this really means is that the email address field is not available within a Filter.

So we need to build a Group based on a Query. First we will build our query.

Go to Tools | SQL Query and use the following query:

SELECT * FROM CONTACT1
WHERE
ACCOUNTNO NOT IN
(SELECT ACCOUNTNO FROM CONTSUPP WHERE RECTYPE = 'P' AND CONTACT = 'E-mail Address')

Click "Query", click through a few records to make sure the resutls are correct.

Now click on the "Groups" tab and click on the New Group button.

Give your Group a friendly name, click Ok.

Select "SQL Query Records", Next.

At this point you can click through the wizard (there are some sorting options you can experiment with) and Finish.

Once your Group is built, it is basically interchangeable with a Filter as far as GoldMine functionality goes. Keep in mind that Groups are static, however, and must be manually refreshed whereas Filters do not.


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