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Adding a Communication List

KORE Team
  • Updated

This article will discuss the process of adding Communication Lists to your Campaigns in Campaign Manager, and how to amend your Communication Lists.

Find out more about Creating a Campaign here. 

Once you have created your Campaign, the next step is to attach one or more Communication Lists to it. 

 

Add a new Communication List to an existing Campaign

  1. After logging in to APPS, navigate to the Campaign Manager module from the dashboard on the left-hand side and select on the dashboard left-hand side and select Campaigns.SRM Campaign - Campaign Menu.png
  2. The Campaigns page will now appear. Navigate to the Campaign that you want to view using the filter icon or search bar in the top right-hand corner. As criteria is added, the list of Campaigns fitting the criteria will update in the background. To navigate out of the filter, click on the X in the top right-hand corner. You can also refresh the list using the circular arrow. SRM Campaign - Campaign List Filter X.pngSRM Campaign - Campaign List Filter.png
  3. Once you have located your Campaign, click on the horn icon.SRM Campaign - Add Communication List.png
  4. On the Communication List page, click Add Communication List.SRM Campaign - Add Communication List Page.png
  5. On the Add Communication List page, firstly, enter a Communication List Name.  The Campaign Name will already be populated.SRM Campaign - Add Communication List Name.png
  6. Next, select a Criteria based on how the list can be defined in more detail.

    For example, if you are running a general ticket campaign for an upcoming fixture, the Criteria might exclude season ticket holders and ticket holders for the specific fixture, but include those who have purchased a ticket for a home fixture that season who are opted in to hear about ticket news. This could be written as MTP2324, Not [Date of fixture], Not STHs.

    SRM Campaign - Add Communication List Criteria.png
  7. Select a Channel from the dropdown list. This will determine which communication channel the list will be used for.SRM Campaign - Add Campaign Channel.png
  8. Add a Start Date and an End Date.

    The start date is the date that the first communication will be sent. The end date is usually around five to seven days after the communication is going to be sent, or the day after the fixture has been played if your Campaign is based on a specific fixture. It may also be shorter if you send another communication to the same target group within the campaign period. The start and end date not only determine when the list is visible, but also in which period the Campaign Response is measured.

    Find out more about Measuring Campaign Response here.

    SRM Campaign - Add Communication List Dates.png
  9. Attach a Filter from the dropdown list, or click on New Filter to open a new tab and create a filter from scratch. If you are selecting an existing filter, you will also see the option to click on View Filter once you have selected the filter from the list.

    Find out more about using the Filter Builder here. 

    For Helix customers a dropdown with the available audiences from Helix is available. Find out more about using the Audience builder in Helix to create new audience here.

     

  10. Click on Add List. You will then be directed back to the list of Communication Lists within the Campaign.SRM Campaign - Add Communication List Button.png
  11. Repeat the process to add further Communication Lists to your Campaign.

 

View/edit an existing Communication List

  1. After logging in to APPS, navigate to the Campaign Manager module from the dashboard on the left-hand side and select Communication List.SRM Campaign - Communication List Menu.png
  2. The Communication List page will now appear. Navigate to the Communication List that you want to view using the filter icon or search bar in the top right-hand corner. As criteria is added, the list of Communication Lists fitting the criteria will update in the background. To navigate out of the filter, click on the X in the top right-hand corner. You can also refresh the list using the circular arrow. SRM Campaign - Communication List Filter X.png
  3.  Once you have located your Communication List, click on the Update Communication List icon.SRM Campaign - Communication List Update List.png
  4. If you wish you archive the Communication List, click Archive List in the top right-hand corner.SRM Campaign - Communication List Archive List.png
  5. Amend any criteria that you want to update, then click Update List.SRM Campaign - Communication List Update List Button.png

 

Preview a Communication List

Before committing a list, you may wish to preview the list of contacts to see who meet your filter criteria. 

  1. After logging in to APPS, navigate to the Campaign Manager module from the dashboard on the left-hand side and select Communication List.SRM Campaign - Communication List Menu.png
  2. The Communication List page will now appear. Navigate to the Communication List that you want to view using the filter icon or search bar in the top right-hand corner. As criteria is added, the list of Communication Lists fitting the criteria will update in the background. To navigate out of the filter, click on the X in the top right-hand corner. You can also refresh the list using the circular arrow. SRM Campaign - Communication List Filter X.png
  3.  Once you have located your Communication List, click on the three dots icon and select Preview List. SRM Campaign - Preview List Button.png
  4. The Preview List page will now appear. Select how you would like to Group Results using the dropdown list. This determines whether the communication is sent to an individual record, or sent once per email, mobile or address for those contacts that share the same email, mobile or address details with another contact.

    It is recommended to Group Results by Individual if you want to view every individual record, and Group Results by Email if not. 

    *When you have email as a matching rule in Helix, the group by email or individual will make no difference.

  5. Select whether you would like to add any List Exclusions. This gives you the option to remove a record if they have appeared in a previously committed list based on email, mobile, address or GroupID.

    The same List Exclusions logic applies whether you are committing a list or just previewing a list. List Exclusions are important if you are sending multiple communications under the same Campaign and want to make sure that each record only gets one communication. For a Campaign with multiple Communication Lists, select GroupID (for personalised communications) or Email (for non-personalised communications) and tick any previously committed lists from the Campaign as they appear. If this is the first list that you are committing for this Campaign or previewing, select None.

    SRM Campaign - Preview List Exclusions.png
  6. Select which columns you would like to include in the preview file by ticking the relevant box/s, then click Finish.SRM Campaign - Preview List Finish.png
  7. Your download will now begin. Once complete, your file will be available to view. 

Contact your Customer Success Manager if you require any assistance outside of what is outlined in the Help Center.