The Select a Distribution List container displays both individual Distribution Lists and Distribution List Groups that contain similar lists.

To view the distribution lists under a distribution list group, click the arrow sign to the left of a distribution list group name.

To select a distribution list, either:

• Click the checkbox beside a distribution list group to select all of the distribution lists in that group

• Click the checkbox beside each individual distribution list that you want to use. 

If you don’t want to search for additional contacts, you can simply click Next to continue. Otherwise, you can add more contacts to the recipient list by searching for them.

The Search for Contacts to Include container provides a variety of filters by which you can select additional contacts to whom to send this email.

To search for and select contacts, follow these steps:

1. Specify filters to search for contacts:

Basic Filters	To search for Contacts that match the filter
Status	Select a status of “Active,” “Inactive,“ or “Both.“ Contacts with a status of “Inactive” appear in search results only when you specify “Inactive“ or “Both” as a search criterion.
First Name*	With this first name.
Last Name*	With this last name.
Email*	With this email address.

* You can specify any number of consecutive letters or a complete name or email address. For example, entering blinedigital.com in the email field returns all contacts with email addresses from Bridgeline Digital.

For any of the following filters, click + to the left of the label to expand that category.

Complex Filters	Description
Contact Source	Click the checkbox beside each contact source type to search for all contacts matching that type. (For example, contacts imported from Salesforce.com, another third-party Customer Relationship Management software, iAPPS modules, and so forth.)
Assigned Tags	- Click + to drill down through the Tags hierarchy. - Click the checkbox beside each tag to search for contacts matching that term.
Assigned Security Levels	Click the checkbox beside each security level (iAPPS Commerce customer, employee, press, and so forth) to search for contacts matching that level.
Customer Groups	If your Marketier installation organizes contacts by customer groups, click the checkbox beside each customer group to search for contacts matching that group.
Triggered Analyzer Watched Event	Click the checkbox beside each Watched Event to search for contacts who responded to that event. The “Select users that do not meet this criteria” checkbox searches for contacts who have not triggered the selected event. Your iAPPS Marketier installation must include the iAPPS Analyzer module for this option to function.
Website User / Customer Property	Click Add Properties. - Click the checkbox beside each property to add as a search filter. - Specify values for the property in the columns that appear in the Website User / Customer Property section.
Product(s) Purchased	Click Search Products. - Specify a search term to locate products. - Click the checkbox beside each product to add as a search filter. - Click Add. The products you selected appear as filters. To remove a product as a filter, click  the X icon.
Last Purchase	Specify a date range to search for contacts whose last purchase occurred during that range. The “Select users that do not meet this criteria” checkbox searches for contacts who have not purchased within the identified window.
Order Size	Define order size by specifying a minimum and maximum dollar amount of order. Also specify a date range during which orders of the specified size were made.
Number of Orders	Specify a minimum and maximum number of orders and a date range during which the orders were placed.
Abandoned Cart	Specify a date range to search for contacts who abandoned a cart during that range.
Form Submission	Click the checkbox beside each form submission type to search for contacts who submitted that form type. The “Select users that do not meet this criteria” checkbox searches for contacts who have not submitted the selected form.
Last Login	Specify a date range to search for contacts whose last login occurred during that range.

2. Click Search Contacts.
   Marketier populates the Contact Search Results list box with the contacts matching all of the specified filters. If you do not return enough contacts, use fewer filters.

3. To add contacts from the Contact Search Results list to Selected Contacts list, either:
   

Select All Contacts	Select Individual Contacts
Click the checkbox in the column label row.	Click the checkbox beside each contact you want to select.

4. Click Add to Selected Contacts.
   The Email wizard adds the selected contacts to the Selected Contacts list box.

5. Click Next to move to the next step - Preview.