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Create a recipients list

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Create a recipients list

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

Before you begin

Role required: sn_publications.author, sn_publications.admin, sn_customerservice_agent, sn_customerservice_manager, sn_majorissue_mgt.major_issue_manager

About this task

A recipient list can include internal users, accounts, contacts, or consumers. Create a recipient list using any of the following methods:
  • By importing a list of users.
  • By creating a dynamic list based on selected conditions.
  • By creating a script.
Recipients lists can have both dynamically generated and manually added records of the same type.
Note: 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.
    Type The type of recipients to include in the list.
    • Contacts (customer_contacts)
    • Internal Users (sys_user)
    • Consumers (csm_consumer)
    • Accounts (customer_account)
    State The state of the recipient list.
    • New: the list has not yet been generated. Click Refresh Recipient List.
    • In Progress: the list is currently being generated. (You may only see this state when generating a very large list of recipients.)
    • Complete: the list has been generated.
    Method The method used to generate the recipient list.
    • Upload File: create a list by uploading user information from a selected Excel .xlsx file.
    • Dynamic Condition: create a list by selecting conditions in the condition builder or by adding a script.
    Choose File If the Method is Upload file, download an Excel template and then select an .xlsx file that contains the user information.

    The templates vary based on the entity selected in the Type field. For accounts, the template includes columns for sys_id and account number values. For contacts, consumers, and internal users, the template includes columns for sys_id and email values.

    Show Script If the Method is Dynamic Condition, enable this check box to create a recipients list using a script. Enabling this check box displays the Script field.
    Script The script used to create a recipients list.
    Table The table that stores the user information. Depending on the selection in the Type field, this field displays:
    • Contact [customer_contact]
    • User [sys_user]
    • Consumer [csm_consumer]
    • Account [customer_account]
    User Field The field in the selected table that stores the user information.

    This field is displayed for the following types of recipients lists: Contacts, Internal Users, and Consumers.

    Account Field The field in the selected table that stores the account information.

    This field is displayed for the following types of recipients lists: Accounts.

    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.
    For recipients lists created by file upload, clicking Submit validates the records in the Excel file. Following validation, the system displays a pop-up window with the upload results, including valid and invalid user records.
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