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PensionPro 2.0 - Organizing Communication Lists

Communication Lists allow users to organize a list of contacts that receive certain Blast Emails. When users launch a Blast Email, the Communication List can be selected as a filter to streamline the recipients list for the Blast Email.

 

Tier Availability: Core, Essential, Premium, Business

Security Rights Required: None

 

  Note: Some items may not be available in all tiers.

 

Menu:

 

Communication Lists can be accessed from the Navigation Panel by clicking Communications > Communication Lists.

 

Communication Lists

Create New Communication Lists

  1. Click Communications > Communication Lists from the Navigation Panel.
  2. Click the Add icon in the upper-right corner of the Communication Lists grid to create a new list.
  3. In the Add Communication List pop-up window, enter a Title and Description for the Communication List and click Save.
  4. Once the new list is created, Contacts that are already set up in PensionPro can be added to the newly created list. Double-click the Communication List name and click the Add icon in the upper-right corner of the grid.
  5. An Add Communication List pop-up window will appear. Begin typing a Contact's name and click the auto-populated field that appears. Multiple Contacts can be added and selected this way. Note: Only 25 contacts can be added and selected at once.
  6. Click Save when done.

 

Edit Communication Lists

Communication Lists can be edited by hovering over the Communication List and clicking the Edit icon.

 

Delete Communication Lists

Communication Lists can be deleted by hovering over the Communication List and clicking the Delete icon and clicking Yes to confirm deletion.

 

Communication List Members

Adding Contacts to Communication Lists from Contact Details

Security Rights Required: Add/Edit Contact

Contacts can be added to multiple Communication Lists.

  1. Search for the Contact and from the Search results select the Contact's name.
  2. Click the Communication Lists tab.
  3. Click the Add icon in the upper-right corner and an Add Communication List pop-up will appear.
  4. From the Available Lists dropdown menu, select the Communication List the Contact should be added to and click the Add icon next to the dropdown menu.
  5. Click Save. 

 

Delete Communication List Members

Communication List Members can be deleted from the grid by hovering over the Contact's name and clicking the Delete icon and clicking Yes to confirm.

 

Assign Communication Lists When Adding a New Contact

Security Rights Required: Add/Edit Contact

  1. Click Add Data > Contact to add a new Contact to PensionPro.
  2. An Add Contact pop-up window will appear. 
  3. Complete the information in the slider menu. First Name and Last Name are required fields.
  4. To add the contact to a Communication List, click the Communication Lists dropdown menu.
  5. Select the Communication List(s) the Contact should be added to. Multiple Communication Lists can be selected from this dropdown menu.
  6. Click Save when complete.

 

For information on how to utilize Communication Lists in Blast Email, review Blast Email Overview.

 

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