Recipient Lists

Recipient lists let you define reusable groups of recipients for sending emails to multiple people at once.

List Types

Static Lists

Manually curated lists of specific recipients:

• Add individual contacts by searching and selecting
• Import recipients from a CSV file
• Remove recipients individually
• List membership does not change unless manually updated

Dynamic Lists

Lists that automatically update based on filter criteria:

• Define filter rules (e.g., all contacts in a specific region, customers with a certain tag)
• Recipients are resolved at send time based on current data
• No manual maintenance needed -- the list stays up to date

Creating a Recipient List

1. Navigate to Communications > Recipient Lists
2. Click Create List
3. Enter a list name and description
4. Choose Static or Dynamic
5. For static: add recipients manually
6. For dynamic: configure filter criteria
7. Save the list

Managing Lists

List Overview

Editing a List

• Static lists: Add or remove individual recipients
• Dynamic lists: Modify the filter criteria

Using Lists in Compose

When composing an email, select a recipient list from the recipient picker to automatically populate the To field with all list members.

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