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Liaison

Creating Test Lists

  1. Navigate to the Communication Planner tab.
  2. Click Settings (gear icon).
  3. Under the General heading, click Test List.
  4. Click the + to add a new Test list.
  5. Enter the following:
    1. List Name 
    2. List Description 
  6. Click the + to Add Members. You can create a New member or select from a list of existing members.
  7. Add First Name, Last Name, Email and Mobile Phone, then click Add, then Create.
  8. 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.

 

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