Adding Recipients with a Static List

There are two ways to add recipients against a Distribution List. In this article, we’ll look at using Manual Selection: choosing your recipients directly from your stakeholder records.

First, find your Distribution List. From the View Distribution List page, check that the Source Type is set as “Static List”. Click Manage Recipients from the left-hand menu.

On the next page, you will see a search screen, similar to that seen when opening the Organisations & Contacts module. Use this to find the stakeholders you would like to add to your List.

You can search using the stakeholder’s details – name, categories, demographic information and more.

Example: if you want to create a list with all Contacts that have the Stakeholder Category “1. Non-Statutory Stakeholder”, you can filter your search with this Category, and then click Search.

The results will display below the search fields. To add a recipient to your Distribution List, click the green Attach button (with the ‘plus’ symbol) next to your stakeholder. You can also check the checkbox by the stakeholder; then you can attach all stakeholders at once by clicking Attached Selected Contact(s)/Add Selected Organisation(s). This is a good way to add many stakeholders at once.

Your attached stakeholders can be seen in their own tab, named Attached Contacts/Attached Organisations. This tab will also display the total number of attached stakeholders.

Click View Distribution List on the left-hand menu to return to viewing your Distribution List.