Creating Test Lists
- Navigate to the Communication Planner tab.
- Click Settings (gear icon).
- Under the General heading, click Test List.
- Click the + to add a new Test list.
- Enter the following:
- List Name
- List Description
- Click the + to Add Members. You can create a New member or select from a list of existing members.
- Add First Name, Last Name, Email and Mobile Phone, then click Add, then Create.
- Choose Existing Member to select from a list of members you’ve already added in another Test List.
Notes:
- To manage Test List members, select the person icon in the top right. From here, you can search and view all the members in the Test List. Select a specific member to remove the member or view all the Test Lists they belong to and delete them as needed.
- Choose Delete Test List to delete the selected list.