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CRM - Mailshot to report results

Generate a report of users, and send a one-time email to the result set.

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Comments7

  • Dean Vizer

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    Nov 13, 2019

    Matt Walter It was basically a custom report that could be saved and turned into a list. So like a dynamic list that would be updated depending on the data behind it coming from the custom report

    • Matt Walter

      Team•

      Nov 13, 2019

      Dean Vizer: Oh right. We've not considered that at all.

    • Dean Vizer

      •

      Nov 13, 2019

      Matt Walter: Nope! I'd say that is with Custom Reports feature more, then could be turned into lists afterwards

  • Matt Walter

    Team•

    Nov 13, 2019

    Luke Wakefield Martin Sanderson - I'm lost as to what this is, so if you know what it was on BC then could you point me in right direction please.

  • Urszula Richards

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    Nov 13, 2019

    What I meant was that an email send could occur to a generated list based on a report, as you can currently do in BC. So all users who have say an extended database field value of say 'friend', can then be a Friend List (under lists in Email Marketing) but this list is dynamically added to as people whose CRM record 'friend' is selected (and conversly removed from the list if that value is de-selected).
    This list can be emailed to many times, but those on the list may change depending on whether their details fit the list/report criteria.

    • Martin Sanderson

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      Nov 13, 2019

      Urszula Richards: Ah I like it! Essentially "Smart" Mailing Lists 🧙‍♀️

    • Urszula Richards

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      Nov 13, 2019

      Martin Sanderson: could we rename the feature request?