Workflow: Create a Target List

AMS360 provides a tool where you can pull customers and policies based on custom criteria you choose. This feature is called Target Lists. Using Target Lists you can send letters, emails, or create mailing labels. You can also create a Target List of customers to attach to a campaign for account rounding.

This topic steps you through creating a Target List.

Choose the criteria for the Target List you're creating:

1. On the Home Center sidebar menu under Views, click Target Lists.
2. Above the Target List grid, click New Target List.
3. Choose the selections to create a list of customers you want for the type of list you're creating. For specific information about the selections see the Target Lists topic.
4. After making your selections, click Run Query. The numbers of customers and policies meeting your criteria appear in the Query Information section of the window.
5. To see the customers/prospects meeting your selection criteria, click the Fill Grid icon.
   
   If you need the policy information mark Include Policy Information. If you include policy detail the list includes a row for each policy meeting the criteria. Meaning one customer with two policies meeting the criteria would appear twice in the list.

7. When you have finished with the list, enter a name and description for the list and save it.

Variations in your Target Lists:

Just as you can create lists for a wide range of criteria you can use a list for a variety of purposes. Click a link below to see information about these types of lists:

Send an email to a list of Customers

Merge a Target List with a Form Letter