Create Seed List

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Introduction

Creating a Seed List

 

Introduction

The PDI system allows you to create Seed List, which can be used as a secondary group to receive your email delivery. A Seed List are usually a small group of people associated with your campaign or organization who would like to receive the email even if they are not in your target universes. You can only add individuals from your People Database to your Seed List. Once a Seed List has been saved the program will place the Seed List into your Merged List section.

  • To access the Create Seed List page, hover the mouse over the Outreach section of the Navigation Menu, hover your mouse overEmail Sending, and click Create Seed List in the sub-menu.

 

Creating a Seed List

 

  1. Use the Find People From drop-down menu to choose the method you plan on using to create your Seed List.
    • If Contact Universe was selected.
      1. Use the Select Saved Universe drop-down menu to select the People Universe you want to use to search for People.
      2. (Optional) Use the All Universes checkbox if the People Universe you are looking for is not in the list.
    • If Merge List was selected.
      1. Use the Select List drop-down menu to select a previously saved Merged List to use to search for People.
    • If Individual Lookup was selected.
      1. Use the text box in the First Name category to enter the first name to use to search for People.
      2. Use the text box in the Last Name category to enter the last name to use to search for People.
  2. Click the Search button.
  3. In the Search Results box activate the checkbox of each individual you would like to add to the Seed List.
  4. Click the Right Facing Arrow button, which will move those individuals over to the Selected People section.
  5. (Optional) If an individual was mistakenly added to the Selected People section, activate the checkboxes to those individuals, and click the left facing arrow.
  6. Repeat steps 3-5 until all of the individuals you would like to add to the Seed List are in the Selected People section.
  7. Use the Name the list textbox to assign a name to the seed list.
  8. Click the Create button to save the Seed List.