Viewing Recipients

The Recipients screen allows you to access and review all recipient data, ensuring the accuracy of essential information such as email addresses and cell phone numbers. These records are synchronized automatically in real-time; therefore, any modifications, such as updating an email address or mobile number, will be reflected here immediately.

While on the Recipients screen, you can easily navigate to the Campaigns and Groups screen by clicking the Manage Campaigns and Manage Groups quicklinks respectively.

Note: If an employee has a preferred first name, you will that name on the screen. However, if an employee does not have a preferred first name, then that employee is displayed with their legal first name.

To access the Recipients screen:

1. Click the View Recipients quicklink on the Campaigns dashboard.

2. On the Recipients screen, you can search, filter, and sort the recipients.

3. On the screen, enter one or more keywords in the search field to display a list of items that contain the keyword(s).

4. You can search by the First Name or the Client ID column fields. Type two or more characters to filter the list.

5. Click the Toggle Filters button and complete the following information as necessary to filter the list of items that display in the grid accordingly. The filters are grouped into the following three collapsible sections:

   • Organization - Select a one or more clients from the Client ID & Name drop-down. Similarly, select the desired options from the other filter drop-down menus.

   • Recipient Info - Select one or more language from the Preferred Language drop-down. Similarly, select the desired options from the other filter drop-down menus.

   • Location - Select location such as an Employee's Worksite State from the Worksite State drop-down. Similarly, select the desired options from the other filter drop-down menus.

   • The results are displayed based on the selection of the filters in real-time.

6. (Optional) To reset and clear the filter criteria, click the icon on each of the fields.

7. (Optional) Sort data that displays in a list by completing the following:

   • Click a column header once to sort data in a list in ascending order by the value in that column.

   • Click the a column header a second time to sort data in a list in descending order by the value in that column.

   • Click the column header a third time to remove the sort option for that column.

8. You can also configure the columns that you want to be displayed on the screen using the icon.

   To configure the columns, complete the following:

   • Click the icon. A small pop-up displays.

   • The important employee attributes such as First Name, Last Name, Client ID, Client Name, and Employee ID are displayed by default. Other employee attributes available are:

     • UserlD

     • Personal Email Address

     • Work Email

     • Preferred Email

     • Cell Phone

     • Preferred Language

     • User Type - Client Contact value is available in this column that allows you to distinguish a Client Contact from an employee or manager. Additionally, two filter fields, Contact Title and Contact Type is also available for Client Contact that allows you to further filter and target Client Contacts based on their role and title.

     • Employee Status

     • Worksite State

     • Resident State

     • Department

     • Division

     • Project

     • Shift

     • FLSA Exempt flag

     • Employee Type

     • Benefit Group

     • Service Type

     • Preferred Text Number

     • Email Opt In

     • Text (SMS) Opt In

   • Turn to toggle on for the columns that you want to see on the screen. The screen gets updated with the addition of the selected column.

   • Click Activate All to toggle all the columns at once.

   • To remove all the selected columns, click Reset. The screen is updated accordingly and displays the mandatory columns.

   • To re-order the columns according to your preference, simply drag the column names and place at your preferred order. You can see the screen updating the column name orders with your preferred order in real-time.

Procedures

You can: