Create a Custom Campaign Recipients List in Report Builder

Report Builder gives you the ability to create segmented lists of your clients by filtering your database on a variety of attributes. You can then export these lists as a custom recipients list to any qualifying campaign.

To create a recipients list using Report Builder:

  1. Create a new Newsletter, Class Alert, or one time send We Miss You or Cohort campaign and save it as a draft.
  2. Create a report in Report Builder.
  3. Click Send this list to a campaign.
  4. Select the campaign the list should be exported to from the dropdown menu. Only qualifying campaign types currently in Draft status will appear in the list.
  5. Check Email me a copy of this list if you would like to send yourself a copy of the custom list (Optional).
  6. Click Send to Campaign.
1

Create a new Newsletter, Class Alert, or one time send We Miss You or Cohort campaign and save it as a draft.

2

Create a report in Report Builder.

3

Click Send this list to a campaign.

4

Select the campaign the list should be exported to from the dropdown menu. Only qualifying campaign types currently in Draft status will appear in the list.

5

Check Email me a copy of this list if you would like to send yourself a copy of the custom list (Optional).

6

Click Send to Campaign.

Back to Top

Still need help? Contact Us Contact Us