Hello,
I'm trying to build a dynamic recipient list for targeted communications. The recipients are Account Contacts, so I have the Table set to customer_contacts, the User Field set to Sys ID, but I would like to set the conditions to match only those customers who match a specific location. We have a relationship table (account_address_relationship) that matches Account and Locations. The condition of the recipients list should match only those account contacts whose accounts have an entry in the relationship table that matches the desired location.
This screenshot shows the relationship table mentioned above listed on a location page for one of our locations. In this example, there are 73 accounts who do business at that location, and I would like to send a targeted communication to all contacts of those customers on this list.
This screenshot shows the relationship table on one of the account records clicked through from the Account Addresses list above. The location is one of the ones with a Type=Shipping
I'm trying to do this with the provided field and condition chooser in recipients list, but it might need to be done with a script. I would prefer to use the low-code method, but it is unintuitive to match the relationship with the fields provided so I need guidance from someone familiar with building dynamic recipients lists. I have been able to build a recipients list that populates with all active contacts, but have been unable to apply conditions effectively when not using one of the contact fields.
Thanks in advance for any assistance that can be provided.
