Distribution lists make it easy to target the right people with your email campaigns. Whether you need to reach all partners, new associates, or people at a specific stage of their review, this guide will show you how to create and manage distribution lists that update automatically.
Accessing distribution lists
Distribution lists determine who in your firm will receive your email campaigns. Here's how to get started:
Navigate to the Admin menu
Click on 'Email Campaigns'
Select 'Distribution Lists' from the menu at the top
You'll see a list of any existing distribution lists, where you can review, edit, or delete them
Creating a new distribution list
Building a distribution list is straightforward and gives you plenty of flexibility:
Click the '+ Create list' button
Give your group a label (for example, 'Senior Associates')
Leave Enabled for use on so the list is available for new campaigns
Click 'Next' — the wizard has three steps: List details → Recipients → Review
Adding users to your list
You have several ways to select who should be included in your distribution list:
Manual selection: Select individual users one by one from the list of existing users
Search function: Use the search bar at the top to find specific users quickly
User attribute filters: Filter users across the firm based on their attributes (see below)
Advanced filters: Filter based on user activity within the platform (see below)
Using user attribute filters
User attribute filters let you select people based on their profile information, making it easy to target specific groups:
Select from the filter options on the left side of the screen
Choose attributes like role (e.g., 'Associates', 'Partners', 'Business Services Managers')
Combine multiple attribute filters to narrow your selection
Choose whether to include or exclude users matching those filters
For example, you can show everyone who is not an associate, business service manager, or partner
Select all users matching your criteria, or choose specific individuals from the filtered list
Using advanced filters
Advanced filters are based on user activity within the platform, giving you powerful targeting options:
On the Recipients step, open the Advanced Filters section and choose a filter type from the dropdown
Performance Review Status: Target users based on which stage they're at in a review, or how long they've been at that stage (e.g., users completing step 2 for longer than 2 weeks)
Objectives filters: Find users who don't have any active objectives
Fast Feedback filters: Identify users who haven't requested or given feedback for a certain period of time, with options to filter by specific feedback form types
Contributor Nominations: Target users based on their contributor / 360 nomination status
Contributor Incomplete Feedback: Find users with outstanding contributor feedback requests
Combine multiple advanced filters to create precise targeting criteria
Choosing between dynamic and static lists
At the top of the Recipients step, the Dynamic Distribution List toggle controls whether your list updates automatically:
Dynamic (toggle on): The list auto-selects recipients from your filters and updates as criteria change — for example, filtering by 'Partners' will include any new partners added to the firm
Static (toggle off): The list stays fixed to the users you selected until you manually update it
Finalising your distribution list
Once you're happy with your selections:
Click 'Next' to review a summary of your distribution list
Check that the user count and filters match your expectations
Click 'Create Distribution List' to save
Your list is now ready to use in email campaigns
You can watch the full video walkthrough at the top of this page for a visual demonstration of creating distribution lists.