In the Home Center, from the sidebar menu select Views > Target Lists.

Target Lists

Applies to:  Home Center

Use Target Lists to create a list of customers, prospects, or suspects in your agency's database that meet a set of criteria you select. This list can then be used to determine workload, to send a letter about changing markets, or to cross-sell products.

Key Fields

(Target List Map View)

Click to see the first 100 target list participants, with a valid street address, represented by a push pin on a map.

Author

The shortname of the user who created the Target List.

# of Customers, Policies, Lines of Business

A quick view of the number of items listed that meet the Target List criteria. To see the numbers of items that match the criteria today, copy the target list (more information below) criteria and run it again.

By default, views and lists are limited to 100 items per page. In some Views you can choose to see more items, do any of the following, if available:

    • Use the arrows at the bottom of the page to view additional pages.*

    • Set the Max # of Records Returned field to a value greater than 100 in View Options.*

    • Use View Options to filter the results of your search.

For more information, see How to Sort Lists and Setting View Options.

*Not available for all lists.

Would you like to...

  1. From the Target Lists view in the Home Center, click New Target List.
  2. When the Target Lists data entry form appears select the criteria for the Target List.
  3. When you have finished making your selections, click Run Query in the Query Information section. The Count Results appear.
  4. Enter a List Name, Description, and Author.
  5. To save your target list, click Save & Close.
 

Existing Target Lists cannot be edited.

  1. From the target lists view in the Home Center, click the name of the target list you want to use to send a form letter.
  2. Click Form Letter from the menu bar.
  3. The Target List you chose in the Home Center appears in the Select List field under Target List. You can choose another lists from here.
  4. In the Document Selection grid choose the form letter you want to use to send to the participants of the Target List.
  5. Review and change the selection criteria as needed. See Target List Selections, in the Target List Form for information on the criteria available.
  6. When you have finished changing the criteria, click Run Query in the Query Information section. The Count Results appear.
  7. Enter a List Name, Description, and Author.
  8. To save your target list, click Save & Close.