{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":7385,"path":"customer-service-management/targeted-comm-dynamic-list.md","title":"Recipients lists","bundle":null,"doc_type":null,"release":"australia","body":"\n# Recipients lists\n\nCreate the recipients list for a targeted communications that can include internal users, customer, accounts, contacts, and consumers. You can create the recipient list using the methods of user import, dynamic lists, or scripting.\n\nWhen an article is published, the recipients on this list can view the article on the Customer or Consumer Service Portal. Recipients can also receive optional email notifications.\n\nRecipients lists are also used by the Major Issue Management application to create child cases for a major case.\n\nRecipients lists are created in the following ways:\n\n-   By creating a list of imported users.\n-   By creating a dynamic list based on selected conditions.\n-   By creating a script.\n\nRecipients lists can have both dynamically generated and manually added records of the same type.\n\nThe system administrator can manage a scheduled job to refresh recipient lists. This scheduled job, **Targeted Communications Refresh recipient list**, adds new recipients to each of the active published articles. The new recipients receive email notification of the article and are granted access to view the article on the portal.\n\n## Create a recipient list by importing contact information\n\nCreate a recipient list by importing contact information. For contacts, supported file types include xls and csv.\n\nMultiple files can be imported into the same recipient list, with new recipients appended to the recipient list file. The system checks that the accounts and contacts exist in the system and only imports those that exist. Duplicate entries are not created. At the end of the import process, the system displays a status with the number of records imported and rejected.\n\nThe system uses the sys\\_id and the email address attributes to match contacts. It first looks for a matching sys\\_id match. If not found, it then looks for a matching email address. If neither are found, the record is rejected.\n\n## Create a recipient list by importing account, consumer, or internal user information\n\nCreate a recipient list by importing account, consumer, or internal user information. The supported file type is xls.\n\nThe system uses the following attributes to match the imported records:\n\n-   Account: Uses the sys\\_id and the account number. Attempts to match the sys\\_id. If not found, then attempts to match using the account number. If neither are found, the record is rejected.\n-   Consumer and User: Uses the sys\\_id or the email address. Attempts to match the sys\\_id. If not found, then attempts to match the email address. If neither are found, the record is rejected.\n\n**Note:** Column names are case sensitive. For example, use **sys\\_id** and **number** for accounts and **email** for consumers and users.\n\n## Create a recipient list using a script\n\nCreate a recipient list using a script with these supported entities: contact, company/account, consumer, and internal user. The output of the script is an array of sys\\_ids of the corresponding entity. After creating the recipient list, the system shows the total number of records identified, added to the list, and rejected.\n\nTo create a recipient list using a script, select Dynamic Condition in the **Method** field on the Recipients List form and enable the **Show Script** check box. Then create your script in the **Script** field.\n\n"}}