Mailing List Tabs and Properties

The tables in this topic describe the Properties available in the various tabs of the Mailing List window.

The Mailing List window contains the following tabs:

•   Properties Tab

•   Categories Tab

•   Filters Tab

•   Contacts Tab

•   Schedule Tab

•   History Tab

•   Personal Tab

Before reading the descriptions in this topic, see Using Property Tables in Talisma Client Help.

The text "TBA" in the last column of the table refers to Talisma Business Administrator.

Properties Tab

The Properties tab contains system Properties. It also contains custom Properties created for the Mailing List Object. Values for these Properties are set in Talisma Client.

Property (* indicates that the Property is mandatory)

Description

Value Updated by (Talisma/User)

 

Property Can be Edited/Deleted in TBA

 

Name *

The name of the Mailing List. For example, Contact List. This is a free-text field.

Maximum number of characters: 255.

List ID

A unique identifier for the Mailing List.

Cannot be edited or deleted

Owner

The name of the Talisma User who owns the Mailing List.

By default, the User who creates a Mailing List is its owner. You can change the owner by selecting the required User from the list.

Cannot be edited or deleted

Date created

The date on which the Mailing List was created.

Team(s) *

The Teams for which the Mailing List is created.

This selection can be modified.

Cannot be edited or deleted

Usage Count

The number of times the Mailing List was used in Campaigns. Every time a Mailing List is used in a Campaign, its Usage Count is increased by 1.

Base Object

The Talisma Object that is set as the base Object of the Mailing List.

The Mailing List can be used in those Campaigns that share the same base Object.

Cannot be edited or deleted.

Categories Tab

This tab displays the Categories created for Mailing Lists. From this tab, you can categorize the Mailing List by selecting one or more Categories.

Filters Tab *

This tab displays the Filters defined when creating the Mailing List. At least one Filter must be specified for every Mailing List.

Contacts Tab

This tab displays the list of Contacts that satisfy the search conditions defined in the Filters tab of the Mailing List window. Properties of the Contact Object are displayed as column headers in this tab. For information on the Properties displayed in this tab, see Contact Tabs and Properties.

Note 

In a scenario where the Mailing List is created for an Object other than Contact, the tab of the Object for which the Mailing List is created is displayed instead of the Contacts tab.

Schedule Tab

This tab displays the details of the schedules of the Mailing List. A row of details is displayed for every Campaign to which the Mailing List has been added.

Property

Description

Mailing List Name

The name of the Mailing List that is specified during its creation.

Schedule Name

The name of the schedule created for the Mailing List.

Campaign

The Campaign to which the Mailing List has been added.

Scheduled Date

The date on which the Mailing List is scheduled to run.

Scheduled

Indicates whether the Mailing List is scheduled for a particular date, or whether it is a recurring Mailing List.

Typically, for a Newsletter Campaign, the Mailing List will be scheduled to recur at a specified frequency.

The value for this Property can be Recurring or Non Recurring.

History Tab

This tab displays the actions performed on the Mailing List. For example, if a Mailing List is categorized, this action is recorded as an event in the history of the Mailing List. To specify the events to be displayed in this tab, select Options from the Tools menu. In the Options dialog box, set the required Mailing List Event options from the Event tab.

Note 

When Talisma is installed afresh, audit is disabled for all events and Properties. Hence, audit records will not be displayed in the History tab. For more information about enabling or disabling audit, see Business Administrator Help and Installation Manager Help.

Personal Tab

Lists Properties created for the Personal tab in Talisma Business Administrator. The tab is visible in Talisma Client only for the User who created these Properties. Note that the Personal tab is visible for the User only if the User has created at least one Property for the tab.

Columns Displayed in a Related Object Tab

The Contacts tab is the only related Object tab available in the Mailing List window. This Object tab displays Properties as column headers. You can customize the columns that are displayed in this tab.