Setting Custom Distribtion Lists for Messaging

Custom distribution groups can be defined for messaging. As many distribution lists as needed can be defined.

Defining The Distribution List
  • Navigation: Admin - Lookups - Add Lookups
  • Enter a unique lookup code. This will be the name of your distribution list.
  • Optionally, enter a descritpion.
  • Navigate to the Attributes tab.
  • Enter EMAIL in Attribute1
  • Save the Record
Adding Recipients To The Custom Distribution List
  • Navigation: Admin - Lookup Values - Add Lookup Values
  • Select the Lookup Code that was defined in the previous step.
  • Enter a unique lookup value code.
  • Optionally, enter a lookup value description.
  • Enter the name of the person in Attribute1. This is optional. If entered, the email message will show this name instead of just the email address.
  • Enter the email address of the person in Attribute2. This is required to send email messages.
  • Enter the phone number of the person in Attribute3. This is required to send text messages.
  • Enter the carrier code of the person in Attribute4. This is required to send text messages. The code should match attribute2 from the XX_PERSONMOBILECARRIER lookup values.
  • Add as many people as you wish to the distribution list.
Managing Distribution Lists
  • Navigation: Admin - Lookup Values
  • A person can be removed from the distribution group at any time by inactivating the lookup value record.
Mass Additions
  • Lookups and Lookup Values can be updated via the Mass Additons page. Visit the Templates page to learn more.