When creating a voice, text, or email message, you'll choose groups (like Smart Groups and tags), individual person records, and/or a custom group for those to be included or excluded in your Communications correspondence.
When creating a message, there will be a section called Audience with the ability to add groups, people, or a custom group.
To include or exclude groups or individuals for your message, click to "Add filter" to start a new line.
In the entry line, use the drop-down menus to choose whether to include or exclude chosen records and what groups, individual records, or traits to use.
- group - This selection allows users to choose from saved Smart Groups and tags from the People view.
- people - This selection allows users to choose individuals from a list of all person records in the People view. A list of those selected will appear to the right of the selector.
- custom group - This selection allows users to choose specific traits for person records in the People view.
Continue to add lines for which records to include and exclude as appropriate. As you choose who to include and exclude, the statistics directly under the fields will update to show the number of People in this audience, the Number of unique contact points selected, and those People without a number selected.
To review your audience's contact information, click to "Review recipients" to open up the running list of selected individuals and their available contact information.
By default, the Communications module will only select one contact point for each individual included in the Audience filters. At the top of the Recipients list, you can click each selection priority to select and deselect each option to order which contact type to choose from first. You can also manually check the boxes next to each contact to select them to use.
Note: Manual selections are not affected by changes to the Selection Priority.
If a number is selected multiple times in your Recipients view, it will register as one number selected and will only receive one message.
Once you are satisfied with the contacts selected, click Done to return to the Audience view.
Note: The middle number (Numbers selected) will be the total number of messages sent.
Note: If filters are added or edited after changes where made under "Review recipients", manual selections will be reverted according to Selection Priority. For this reason, it is recommended to add and choose inclusion and exclusion filters under Audience before reviewing and editing individual contact selections.