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CSM Simulator Task 12

Kanak2
Tera Contributor

Hi everyone,
I am working on the CSM Simulator tasks and I am having trouble with task 12:

 

ABC Corp would like to leverage Targeted Communications to contact all owners of Acme KX Series KX5000 devices.
As an Admin, create a new recipients list named “North American Customers” and use the condition builder to select only the owners of the “KX Series – KX5000” product.

Create a new publication and set the publish date to today’s date, with a publish time 2-3 minutes from now (your instance may be PST). Set the expiry date to tomorrow.

Next change the state of your publication to Published.

 

How do I create a recipients list with just the "KX Series - KX5000" owners? 

Thanks in advance.

5 REPLIES 5

Community Alums
Not applicable

Navigate to All > Targeted Communications > Recipients Lists.
Click New. Fill in the fields on the Recipients List form per the request. 

Name: North American Customers

Type: Accounts (customer_account)

Dynamic Condition: Accounts (customer_account) with product  is KX Series - KX5000

User field: Contacts (customer_contacts)

Right clic to Save or Submit. 

 

 

GabrielaFreita_0-1708993393756.pngGabrielaFreita_1-1708993408577.png

 

Community Alums
Not applicable

@Gabriela Freita  your missing the product filter condition. Change the table to case

Product is KX Series - KX5000. Update and retry

Name: North American Customers

Type: Accounts (customer_account)

SetUp

Dynamic Condition

Table: Case(sn_customerservice_case) with product  is KX Series - KX5000 

User field: Accounts

 

mexiprince_0-1709037490810.png

 

Thank you for the screenshot as I was not aware on how / where to find the dynamic condition