Custom lists

Custom lists are lists of customers who you can select and group together based on various criteria. You can use a custom list to specify the email recipients for automated mass email messages to customers, or to print mailing labels for promotional postal mail.

You can save and reuse a custom list definition in the future if necessary.

Go to section

Custom List

Sections

Location

Communication > List Builder > Create Customer Lists

Using Custom Lists

To add

From the Report Definition for Custom Lists page, click Add New to go to the Custom Lists page.

To modify

From the Report Definition for Custom Lists page, click a custom list Title to display the Custom Lists page.

The Custom Lists page includes the following options:

Name of Field	Type	Description
Custom List
Name	Text	Name of the custom list. Required.
Site	Dropdown list	(Optional) If you select a site, then the custom list can only be used by that specific site.
Created	Date (Read Only)	Date when the custom list definition was created.
Last Modified	Date (Read Only)	Date when the custom list definition was last modified.
Use Payer Information in the Customer List?	Checkbox	To include in the customer list only payers for transactions using the filters you select, choose this option.
Used to Generate Instructor List?	Checkbox	Select to generate a list of instructors based on the activities they teach. Enables the Instructors section below.
Sections
Custom list definition criteria are divided into the following sections: Population Finance Transaction Registration Facility Membership Daycare Leagues POS Gift Cards Donations Instructors Locker Click the More>>> link beside the section title to expand a specific section. Click the <<<Less link to collapse a section.

At the bottom of the page, do one of the following:

To produce the custom list, click Generate List.
To save the settings as a report template, click Save Definition.