Use the Ad Hoc Lists feature to create and manage custom mailing lists for your account. One benefit of these lists is that you can easily group, for example, contacts who otherwise might not typically be sent the same message.

You can also use ad hoc lists to send the same message, multiple times, to the same group of individuals. This is great for testing a message and for "review" type situations because it allows you to bypass the "de-dupe" functionality, which automatically prevents messages being resent to a previous recipient.

Permissions

When enabling Ad Hoc Lists for your account, an Admin user may determine that only certain users should be allowed to use this functionality.

NOTE: If the Enterprise feature is enabled in your account, Ad Hoc Lists can be set as a configurable Enterprise asset.

Access your Ad Hoc Lists

To access your ad-hoc email address lists:

1. Access the Admin interface.
2. Navigate to Messages > Options > Ad Hoc Lists.

Use this page to create, edit, and delete ad-hoc mailing lists.

TIP: Click the ? icon in the upper right to open the on-page Help.

Create an Ad Hoc List

To create an ad-hoc mailing list:

1. Specify a name for the list in the Name field.

TIP: Specify a name that reflects the purpose of the list.

2. Specify one or several (comma-separated) email addresses in the Emails field.
3. Click Save to create the list.

NOTE: The system does a format-validity check on email addresses and alerts you if any of the addresses are invalid.

4. After the page refreshes, select Edit Existing Ad Hoc List and then click the dropdown to verify the new list displays in the list.

Edit an Ad Hoc List

To edit an ad-hoc mailing list:

1. Select Edit Existing Ad Hoc List.
2. Select a list from the Select Ad Hoc List dropdown to display its email addresses.

• Optionally, edit the name of the list in the Name field.
• Optionally, add and/or remove email addresses in the Emails field. Separate multiple email addresses with a comma.

NOTE: The system does a format-validity check on email addresses and alerts you if any of the addresses are invalid.

3. Click Save to preserve your changes.
4. After the page refreshes, select Edit Existing Ad Hoc List and then choose the list from the dropdown and confirm the changes you made.

Delete an Ad Hoc List

To delete an ad-hoc mailing list:

1. Select Edit Existing Ad Hoc List.
2. Select a list from the Select Ad Hoc List dropdown and click Delete.

WARNING: This action is irreversible.

3. After the page refreshes, select Edit Existing Ad Hoc List and then click the dropdown to verify the list has been removed.

Use your Ad Hoc Lists

Ad hoc lists can be used when you send a message to an individual or to a group via the Send dropdown on the Messages > List page.

To send a message to an ad hoc group list:

1. Access the Admin interface.
2. Navigate to Messages > List.
3. Select a message from the list and click Send.
4. From the dropdown, select either To an individual or To a group.

You can select an ad hoc list on the send page that follows.

To an individual

1. Click AdHoc Groups under the Send to: text field.
2. In the selection dialog, choose one or several ad hoc groups and click Select to include them when sending.

To a group

1. Under Additional Options:, check the Add Recipients box.
2. Click AdHoc Groups above the text field.
3. In the selection dialog, choose one or several ad hoc groups and click Select to include them when sending.