Navigation Menu: Reporting 360/Mailing/Recipients
Objective: Set up report recipients so that they will automatically receive the reports via email based on their organization level
In the previous window, you can import a recipient list:
- Click on "Import"
- To download the template, click on « Download template»
- In the Excel file, enter First Name, Last Name, Email address, then save the file
- Click on Browse to find the document then Validate
- Click on Validate Import which will start the list import
The recipient profile has now been assigned. This example will receive the report mailing on the previously defined send date.