Create and Edit Distribution Lists

Difficulty: Easy

How to manage your distribution lists?

To create a distribution list, go to the Distribution list section (under Stakeholder Engagement) and click on the Add button. It is possible to add a title, subjects categories, a description, the chosen engagement approach and the preferred engagement frequency, among others. 

After creating a distribution list, select the stakeholders to be added to your list under the Stakeholders tab. When adding a new stakeholder, it is possible to:

  • Select an organisation
  • Select an individual that has a position at an organisation
  • Select an individual not affiliated with any organisation
  • Create and select an individual that is not yet in the individuals' register

The general information and stakeholders in the existing distributions lists can be updated at all time.


How to work with a Distribution List?

The purpose of having predefined lists of stakeholders is to quickly and easily add stakeholders to communication records.

When editing a communication record click on the Attendees tab. Hover your mouse cursor over the Participants section and then click on the button Add members of the list. You then have access to select a distribution list. Members of the selected list are automatically added as participants to the consultation.

You can also add members of a distribution list by clicking the Actions button in the consultation header and select the Add members of list option.


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