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How to build a Custom Recipient List

This guide walks you through preparing a Custom Recipient List for an Email or SMS Campaign, including how to search for, add, and confirm both Stakeholder and User recipients.

Minimum System Role: Standard User

Minimum Team Role: Editor and Comms Contributor 

How to build a Custom Recipient List

  1. Within the Recipient Details section of your campaign, select Create Custom Recipient List. Zight 2025-9-25 at 2.50.54 pm

  2. Use the search filter to refine the Stakeholders you would like to include, then select '+ New Search'. Zight 2025-9-26 at 1.29.50 pm
  3. From here, you can add more filters and select 'Refine Search'. Zight 2025-9-26 at 1.34.28 pm
  4. With multiple filters, you can select the 'AND' / 'OR' to change what you're looking for. Zight 2025-9-26 at 1.35.46 pm
  5. You can also select the small 'x' next to a filter to remove it. Zight 2025-9-26 at 1.36.37 pm
  6. The large 'X' will clear the entire search filter. Zight 2025-9-26 at 1.37.38 pm
  7. You can either select '+ Add All' to add all Stakeholders from your current search results to your Custom Recipient List. Zight 2025-9-26 at 1.42.44 pm
  8. Or you can tick the boxes next to the Stakeholders you would like to add. Zight 2025-9-26 at 1.43.54 pm
  9. Then select '+ Add Selected' (it will confirm how many Stakeholders are being added in brackets). Zight 2025-9-26 at 1.44.59 pm
  10. To search and include Users on your Custom Recipient List you can switch the Entity search from Stakeholders to Users via the dropdown selector, you can then conduct searches for Users in the same way. Zight 2025-9-26 at 1.48.03 pm
  11. Once you have added all recipients to your Custom Recipient List, select the 'Recipients List' tab. Zight 2025-9-26 at 1.53.11 pm
  12. This will show all recipients currently on your Custom Recipient List. Should you wish to remove any previously added recipients, you can remove them by ticking the box and selecting '- Remove Selected'. Zight 2025-9-26 at 1.54.58 pm
  13. Once you're ready to confirm your Custom Recipient List and apply it to your campaign, select 'Save List'. Zight 2025-9-26 at 2.42.24 pm
  14. Your custom sending list will now be applied to your campaign and used when you start the sending process. A number will be displayed on the Create Custom Recipient List button denoting how many recipients are currently added to this campaign sending list. Zight 2025-9-26 at 2.44.11 pm

Only Stakeholders with correct Privacy Permissions and a valid email address (for email campaigns) OR valid mobile number (for SMS campaigns) will be displayed in the search results.

 

You cannot send from both a Distribution List and Custom Recipient List, creating a Custom Recipient List will remove any existing Distribution List(s) you have assigned to your campaign.

 

Extra Tips

Sort by

Use the small arrows next to each field type to sort the results ascending or descending. Zight 2025-9-26 at 1.40.04 pm

 

Last Modified: 26/09/2025