If you’ve come from our contacts video, we’ll be looking at how you can organize those contacts you just created. If you’re joining us with your own pre-developed contact lists, that’s fine too - we'll be covering how you can upload and organise those as well.
Creating a distribution list
Click on your workspace menu, and mouse over to “New Distribution List”. Here, you can assign a name, type up a description, and select viewing privileges for your new list. You’ll notice that Whispir’s distribution lists can be static, with only a selection of contacts who have been manually assigned to that list; and dynamic, where contacts are automatically assigned to the list according to a specified set of rules or contact attributes. These dynamic lists are where those extra fields on your contacts come in handy. Any field from a contact can be used to create a dynamic distribution list. For example - all of your contacts in the crisis team could be one list, and everyone who has “manager” in their job title could be another. The more fields you filled out when creating your contacts, the more options you’ll have when defining and filtering a dynamic distribution list. This is great for project teams, where members and responsibilities frequently change.
Nested distribution lists
You can also nest distribution lists inside other distribution lists. This can be useful for sending messages to a department or division split across multiple locations. As a practical example, if you wanted to send a message to everyone working in engineering, you might have an “Engineering” static list, with three nested lists for the Singapore, US and Australian engineering divisions. If the message you’re sending doesn’t apply to the Australian division, you can just untick that list, instead of having to search through your contacts and untick all of the Australian engineering team. Furthermore, if these sub distribution lists were made dynamic, they would update automatically whenever staff numbers or responsibilities changed in each country.
This is just one example, but you can see how easy it is to send messages to multiple groups in a flash.
There are countless other ways in which Whispir’s distribution lists can be used to make organizing and sending messages easy.