{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":7364,"path":"customer-service-management/t_TargetCommCreateRecipientList.md","title":"Create a recipients list","bundle":null,"doc_type":null,"release":"australia","body":"\n# Create a recipients list\n\nCreate and save a list of users to receive targeted communications.\n\n## Before you begin\n\nRole required: sn\\_publications.author, sn\\_publications.admin, sn\\_customerservice\\_agent, sn\\_customerservice\\_manager, sn\\_majorissue\\_mgt.major\\_issue\\_manager\n\n## About this task\n\nA recipient list can include internal users, accounts, contacts, or consumers. Create a recipient list using any of the following methods:\n\n- By importing a list of users.\n- By creating a dynamic list based on selected conditions.\n- By creating a script.\n\nRecipients lists can have both dynamically generated and manually added records of the same type.\n\n**Note:** You must create at least one recipient list before creating a publication.\n\n## Procedure\n\n1. Navigate to **All** > **Targeted Communications** > **Recipients Lists**.\n\n2. Click **New**.\n\n3. Fill in the fields on the Recipients List form.\n\n\n
\n\nField\n\n\n\nDescription\n\n
\n\nName\n\n\n\nThe name of the list.\n\n
\n\nType\n\n\n\nThe type of recipients to include in the list.- Contacts \\(customer\\_contacts\\)\n- Internal Users \\(sys\\_user\\)\n- Consumers \\(csm\\_consumer\\)\n- Accounts \\(customer\\_account\\)\n\n\n
\n\nState\n\n\n\nThe state of the recipient list. - **New**: the list has not yet been generated. Click **Refresh Recipient List**.\n- **In Progress**: the list is currently being generated. \\(You may only see this state when generating a very large list of recipients.\\)\n- **Complete**: the list has been generated.\n\n\n
\n\nMethod\n\n\n\nThe method used to generate the recipient list. - **Upload File**: create a list by uploading user information from a selected Excel .xlsx file.\n- **Dynamic Condition**: create a list by selecting conditions in the condition builder or by adding a script.\n\n**Note:** To exclude inactive users from receiving emails, use the condition builder to exclude inactive users from the recipients list.\n\n
\n\nChoose File\n\n\n\nIf 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.\n\n
\n\nShow Script\n\n\n\nIf 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.\n\n
\n\nScript\n\n\n\nThe script used to create a recipients list.\n\n
\n\nTable\n\n\n\nThe table that stores the user information. Depending on the selection in the **Type** field, this field displays:- Contact \\[customer\\_contact\\]\n- User \\[sys\\_user\\]\n- Consumer \\[csm\\_consumer\\]\n- Account \\[customer\\_account\\]\n\n\n
\n\nUser Field\n\n\n\nThe field that references the user record in the User \\(sys\\_user\\) table. For the following types of recipient lists, this is the sys\\_id:\n\n- Contacts \\(customer\\_contacts\\)\n- Internal Users \\(sys\\_user\\)\n- Consumers \\(csm\\_consumer\\)\n\n\n
\n\nAccount Field\n\n\n\nThe field in the selected table that stores the account information.This field is displayed for the following types of recipients lists: **Accounts**.\n\n
\n\nConditions\n\n\n\nUse 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.\n\n
4. Click **Submit**.\n\n 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.\n\n\n"}}