Define an Audience with a Smart List

Last update: 2023-07-21

Once you create an email program, you will want to tell it who to send the email to. You can do this by importing a list of people or with a smart list. Here’s how to accomplish this with a smart list.

PREREQUISITES
NOTE

Defining your audience will only work when the email program is not approved.

  1. Go to Marketing Activities.

  2. Select your email program and then click Edit Smart List under the Audience tile.

    TIP

    Make sure the View is set to Control Panel to find this setting.

  3. Find the filter(s) you want to use and drag it into the canvas.

  4. Define the filter(s).

  5. When you are done adding and defining filters, go back to the main program tab. You will see how many people qualify.

    Excellent work! Now it’s time to choose an existing email or create an email to send to these people.

NOTE

Definition

Did you notice the Blocked number? This number is a subset of the people that qualified and represents people that cannot be sent this email because they are:

  • Unsubscribed
  • Marketing Suspended
  • Blocklisted
  • Email Invalid
  • Empty Email

Click the number for a detailed list of people blocked from mailings. Please note: Operational emails will still be sent to people marked unsubscribed and marketing suspended.

Use the -- button on the Audience tile to see how many people will receive the email.

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