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Prepare customer or supplier recipients
When to use it
Use this guide when you need to prepare customer or supplier recipients.
Before you start
- Open Bulk Messaging from the module menu. Your account must have access to this screen and permission for the action you want to complete.
What this changes
The campaign has a prepared recipient list and counts for review.
A campaign saves message text and recipient choices. Preparing recipients, submission and approval do not by themselves confirm that recipients received a message.
Steps
- Open a draft campaign for Customers or Suppliers.
- Review its audience filters and exclusions.
- Select Resolve recipients.
- Review the eligible counts and skipped reasons before submitting or sending. Use Refresh if the result is still loading.
Screenshot to add: Recipients: prepare customer or supplier recipients. Capture filename: images/prepare-customer-or-supplier-recipients.png.
Restrictions
This action is for draft campaigns using customer or supplier records. Eligibility is checked again when sending; prepared counts do not guarantee delivery.
If something went wrong
After an unclear Resolve recipients result, use Refresh and inspect the prepared count and skipped reasons before repeating it.
If the saved audience filters or exclusions are wrong, do not submit or send the campaign. They cannot be edited after saving; follow Create-campaign recovery to cancel the eligible draft and prepare the correct replacement.
Check the correction
Check the replacement audience filters, exclusions and prepared count. A prepared recipient count is not a confirmed delivery count.