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How to create a search that returns trial customers who do not have a purchased license

If you want to target emails to trial customers who do not have a purchased license, you can create a search that excludes customers with a permanent or subscription license.

  • Launch the QLM Management Console
  • Go to the Manage Keys tab
  • Click Search and then Edit Searches
  • Click Add to add a new search
  • Set a name to: Trials that expired in last 30 days
  • Set the SQL fied to: licenseModel='trial' and Email Not In (Select Email from qryLicenseInfo where licensemodel<>'trial' and Email is not NULL) and SubscriptionExpiryDate > [today_start-30] and SubscriptionExpiryDate < [today_start] and IncludeInMailList <> 0 and Disabled=0
  • Click Ok

Now you can create a scheduled task that uses this search.