We're excited to announce significant enhancements to the Recipient List feature within the Communication Center! Building on the initial release, these updates provide even greater control and flexibility when creating targeted email campaigns. We've listened to your feedback and expanded the filtering capabilities and usability features to streamline your workflow and ensure your campaigns reach precisely the right audience. 


TABLE OF CONTENTS


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What's in it for me?


We've made it easier than ever to manage your recipient lists with powerful new filtering options and improved list management. 


  • Increased Campaign Effectiveness: More granular filtering means your email campaigns can be more targeted and personalized, leading to better engagement and results. 


  • Streamlined Workflows: The ability to edit and copy lists, along with improved filter visibility and the new Applicant Name column, significantly reduces the time and effort required to manage your recipient lists. The new LOB logic and expanded date options provide even more flexibility in list creation. 


  • Improved User Satisfaction: These enhancements directly address user needs identified through your feedback, leading to a more intuitive and powerful tool. 


  • Cost Efficiency: By further enhancing the Recipient List feature, we continue to reduce the reliance on external reporting, ultimately saving costs.

What Changed?


These new enhancements seamlessly integrate into the existing Recipient List workflows - Creating and Editing Recipient Lists. 


New Filter Options


When you create a new Recipient List or edit an existing one, you'll find the new filter options available within the Applicant Filters and Policy Filters sections. 


New Applicant Filters - Get more precise control over your audience with new and improved Applicant filters:

  • Assigned CSR: Target recipients based on their assigned customer service representative. 
  • Lead Source: Filter contacts by how they became a lead. 
  • VIP Status: Identify and engage with your most valuable clients.


New Policy Filters - With new AND/OR logic, control how you include and exclude policies based on their LOB:

  • Now choose between "Includes All" (AND logic) or "Includes Any" (OR logic) when selecting multiple LOBs to include, giving you precise control over your matching criteria. 
  • In addition, you can specify "Does not include any" (OR logic) or "Does not include all" (AND logic) to refine your list by those applicants that do not have specific lines of business. 
    • This logic will return results with no active LOB or the LOB missing altogether from the applicant.


Default Policy Status - The Policy Status filter now defaults to "Active,"  because commonly communications will be sent to active customers with active policies.  



Expanded Date Filter Options


All date filters now offer more granular control, including custom relative date ranges and expanded options for birthdays: 

  • For Created Date, Last Modified Date, Cancellation Date, and LOB Origination Date, you can now choose between a specific Date Range (using a date picker) or a Custom Range by entering a number of days "ago" or "from today." 
  • The Date of Birthday filter now includes: 
    • 180 days from today
    • 270 days from today
    • Today
    • Tomorrow
    • 30 days from today


New Column - Applicant Name


During the Review step, you'll now see a new "Applicant Name" column added to the recipient table. This column displays the name exactly as it appears in the upper-left applicant sidebar of the account Overview page. This makes it simpler to identify applicants at a glance during list creation, editing, copying, and viewing. You can also search for both applicant and recipient names in the new Search field. 



Attention! - For clarification, an Applicant record (or Account) can have multiple recipients (or contacts).



Edit and Copy Lists


No more recreating lists from scratch! 


You can now edit the criteria of a previously saved recipient list, making updates quick and easy. When you choose to edit a list, you'll see an informative dialog box reminding you that "Changes made to this list will not apply to recipient lists in active or existing draft campaigns. To refresh a list in a draft campaign, remove and then re-add the updated list." 


You can also now select an existing list and choose the new "Copy" option. This will create a new list with all the original criteria pre-populated, allowing you to make minor adjustments without starting from scratch saving you time and effort.


 


View Applied Filters


Now when you view a saved recipient list, all selected filters are now clearly visible as "chips" from both the Recipient List view page and the Recipient List Details page, providing a comprehensive overview of your list's criteria at a glance. 


This includes clear indicators for "Includes All LOBs," "Includes Any LOBs," "Does Not Include All LOBs," and "Does Not Include Any LOBs," as well as detailed breakdowns for new date filter selections in the chip display (e.g., "Created Date: 30 days ago," or "Birthday: 270 days from today"). 


Conclusion


These latest enhancements to the Communication Center's Recipient List feature represent our commitment to providing you with the most effective and user-friendly tools for your email campaigns. 


With expanded filtering capabilities, including precise LOB logic, more flexible date options, improved list management functions like the new Applicant Name column, and the ability to edit and copy lists, you can now create even more precise and dynamic recipient lists, saving time, increasing efficiency, and ultimately driving better results for your client interactions and sales efforts. 


We believe this update will further empower you to deliver personalized communication to the right audience, enhancing your overall marketing experience. 

We hope you are excited for these enhancements and look forward to our future releases. Please let us know if this article was helpful in learning about the new feature by answering the question below. Check out our related articles on the right-side of the page to learn more about EZLynx!