I doubt you'd see a mailing based on the 2nd option. What airline would give a partner info about pax on one of their own routes to potentially lose that pax to the partner due to a targeted promotion? The only time I could think that an airline might want to do that is if they wanted to drive off some of the bottom feeders to a partner, but of course bottom feeders are mostly price sensitive and will move anyway if the partner lowers their price.... ergo there is no reason for an airline to pass on such data to a partner (that I can see, anyway)

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UA 1K MEL
A Star Alliance(tm) Member.