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How to create a list filtered by Organizations

To send a campaign to a specific organization or multiple organizations, you have to appropriate condition when creating a list. To do so, go to Proactive Campaigns > Settings > List management > Add New List.

Proactive CampaignsStart off by naming your campaign and giving it a description if necessary. Then click Add condition:

How to start a campaign for a specific organizationClick the first drop-down list and type Org. Then choose Organization from the suggested items. Set the condition to Is and in the next field type the name of the organization.

To add multiple organizations click Add condition and set all the same conditions. When you’re done just click Save.

 

How to start a campaign for a specific organizationTo view the list you just created go to Contacts list:
How to start a campaign for a specific organization

From there, you can start creating your campaign.

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