Mailing List Builder
The Mailing List Builder allows users to specify a set of filter criteria and then add any Contacts meeting those criteria to a Hotlist (seven20__List__c). Rather than viewing individual Contact results, as is possible on Search, users can instead queue an Add to Hotlist action to be executed in the background and they will then receive a notification once the action has been completed.
For clients utilising AWS email, the Mailing List Builder can be used in conjunction with the 'Email All List Members' feature to send mailshots to large volumes of Contacts in a single action.
It is recommended to make use of the packaged Mailing List Hotlist & Hotlist Member record types to allow for better separation of distinct use cases.
Access
The Mailing List Builder is available via a packaged tab and anyone who requires access to its functionality will require permissions to access this tab.
A packaged permission set called seven20 - Mailing List Builder User can be used to grant access to the core elements of this feature. It does not, however, provide access to related objects such as Contact and Code, which must be granted independently.
Filters
The filters UI for the Mailing List Builder uses the same mechanisms as Search's Advanced mode. Unlike Search, users do not need to perform a search query; instead they simply need to specify their filter criteria and then queue the Add to Hotlist action.
The filters panel on the lefthand side of the page supports the use of the following filter functionality:
Metadata configuration for availability of filter types and Additional Field Filters is shared with Search.
Boolean filtering is not supported on the Mailing List Builder.
Saved searches
The Mailing List Builder also supports saved searches.
The seven20 - Mailing List Builder User permission set does not provide create access for Saved Searches. This is to allow clients more granular control over who can create Saved Searches, so create access will need to be granted manually as required.
Saved searches created in the Mailing List Builder are distinct from those created in Search, being available within the Mailing List Builder only, and vice versa for saved searches created in Search.
Add to Hotlist action
The righthand side of the page allows the user to select an existing Hotlist, or create a new one, and then use the 'Queue Action' button to have the action executed in the background. The filter query is then performed asynchronously and any Contacts matching the filter criteria are added to the selected Hotlist.
Contacts who are already members of the selected Hotlist or whose record type is not permitted in the Hotlist will not be added.
The Hotlist lookup for the action supports lookup customisation using the add-to-mailing-list quiddity value. This allows, for example, the limiting of available Hotlists based on their record type, or customisation of the contextual fields displayed for each lookup result.
Notifications
After an 'Add to Hotlist' action has been successfully queued, upon completion a notification will be sent to the user who queued the action. This notification will contain the action status and a link to the Hotlist record. Alongside this a task is created against the Hotlist containing all relevant information for the action, including its status, timestamps of the action queueing and completion, and a count of Contacts successfully added.