Create a recipient list

Create and save a list of customers to receive targeted communications.

Before you begin

Role required: sn_publications.author or sn_publications.admin

About this task

A recipient list can include both internal and external customers. Create a recipient list using one or both of the following methods:
  • Create a static list by selecting specific customers.
  • Create a dynamic list by specifying one or more conditions using a condition builder.

The recipient list can be a combination of both static and dynamic.

You must create at least one recipient list before creating a publication.

Procedure

  1. Navigate to Targeted Communications > Recipients Lists.
  2. Click New.
  3. Fill in the fields on the Recipients List form.
    Table 1. Recipients List form
    Field Description
    Name The name of the list.
    Additional Recipients The recipients included in this list. Click the lookup icon and add recipients from the Users list.
    Specify Dynamic Conditions Enable this check box to display the condition builder.
    Table The table that stores the user information. The default is the Customer Products table [customer_products].
    User Field The user sys_id field of the selected table that is used to prepare the recipients list.
    Conditions Use the buttons in this field to build one or more conditions on the selected table. A condition is made up of a selected field, an operator, and a value. Add conditions using the AND and OR buttons. Delete conditions by clicking the Delete button to the right of a condition.
  4. Click Submit.
    This list is available for selection in the Recipient Lists field when creating or editing a publication.