Distribution lists

Distribution lists are reusable sets of recipients and their preferred notification types.

Creating distribution lists helps you streamline alerts about exceptions to lists of recipients by adding standard groups of recipients to rules quickly. More than one notification type can be added to the same distribution list, removing the need to add notification types to rules one at a time.

Once created, distribution lists can be added to any of your rules to set up alerts for the recipients included in the list.

Distribution lists are managed on the Distribution Lists page. To access the page, navigate to Groups & Rules > Rules and click the Distribution lists button.

Creating distribution lists

Learn how to create a distribution list of notification recipients.

  1. Navigate to Groups & Rules > Rules in the main menu.
  2. Click the Distribution lists button.
  3. Click the Add button.
  4. Create a name for your distribution list. This is the name you'll select from the dropdown list when adding the list to a rule.
  5. Choose the notification type you want to use to notify your recipients, and set up the available options.
    Note: You can mix and match notification types, and add multiple notification types for the same user if desired.
  6. Continue to add additional notification types and recipients until you’ve included all the recipients for the list and their preferred notification types.
  7. Click Save.
Your new distribution list will appear on the Distribution Lists page and can be edited at any time.

Adding distribution lists to rules

Learn how to add a distribution to a rule to quickly set up notifications for your users.

  1. Navigate to Groups & Rules > Rules in the main menu.
  2. Select the rule you want to add a distribution list to from the list:
    1. If you're adding a distribution list to a built-in rule, locate the rule in the list and click the Envelope icon to open the notification options.
    2. If you're adding a distribution list to a custom rule, locate the rule in the list and click the rule name, then navigate to the Notifications tab.
  3. Select More > Distribution list.
  4. Select your distribution list from the dropdown menu and click Add.
  5. Click Save.
Distribution lists can be removed from rules at any time using the same process as removing notifications.