Mailinglist-masterdata
General data
- Name of the mailinglist
- Level - selection of the level (e.g. department, position in the company) on which the mailinglist works.
- Identifier of the mailinglist
- Type - selection of the type of the mailinglist. Types can be defined in CRM control values.
- Valid from/ to - validity of the mailinglist
- Draft on (date) -
- Description - optional textfield for a description or comments.
- Dyn. person search - queries for dynamic allocations of persons can be selected in this field. You usually create queries in the mailinglist-tool since this module provides a GUI for building queries.
- Number of persons that are statically allocated to the mailinglist.
- Number of exclusions - number of persons that are statically excluded from the mailinglist.
- Number of mailinglists the current mailinglist is connected to.
- Number of persons NA - number of persons that are inactive
- Derived from - selection of a segment that will be connected to the mailinglist.
Special Actions

- Copies the record including the allocated persons. Dynamic allocations in the source record are converted into static ones in the target record.
- Exports a list of the allocated persons to an Excel-file.
- Exports a list of the allocated persons to a CSV-file.
- E-mail addresses to clipboard - opens a pop up from which the displayed e-mail addresses can be copied to the clipboard
- E-mail - provides the possibility of sending an e-mail to the entire mailinglist
- Adds the attributes of the mailinglist to the persons' masterdata records.
- Creates a static version of the mailinglist.
- Removes all static allocations.
Persons (static)
- You can add persons statically to the mailinglist via magnifying glass.
- New persons are created via + button which forwards to a new empty person's record. Please check out the manual on persons for further information.
- Static allocations can be removed by clicking on the X. Please note: the person will only be removed from the grid ultimately if you save the mailinglist after clicking on the X.
- Optionally you can enter a comment on each allocated person.
- The validity of the allocated persons is automatically set to the validity of the mailinglist. You can disable a person for the mailinglist without removing it from the grid by setting its validity to an outdated period.
Sub-distribution

Mailinglists can be linked to other mailinglists in order to combine the filter criteria.