How to create a EDM Campaign Mailing List.

Overview

When sending a campaign, the mailing list will be generated through Report Writer.
The search template determines what criteria RMS uses to return matches for the campaign mailing list.

For a full explanation of every option on this screen (each Range Boundary, Option, From, Field and Criteria), see Understanding the Report Writer Template Screen.

Please Note! RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.

Guide

In the side menu of RMS, go to EDM > Send Campaign.

1. Navigate to the 'Template' tab.
2. Enter a Template Name.
3. Choose an option in the 'From' column.
4. Select a related field in the 'Field' column.
5. Enter or select as required in the Criteria column.
6. Select 'Add this Statement'.
   
    
7. Repeat until all required search statements are added.
   
    
8. Select 'Save Template' if wanting to utilize this template again.
   
    

9. Select 'Show Matches' to list results.
   

    

Related articles

• Understanding the Report Writer Template Screen
• Create an EDM email campaign
• EDM campaign reports