Scheduled Transaction Saved Search – Employee Group as Recipients

Currently Saved Searches cannot be Emailed to a Dynamic Group, however a Static Group can be used instead.

Create a Static Group

1. Navigate to Lists > Relationships > Groups > New
2. What kind of group would you like to create?: Select Static
3. What kind of members would you like to include?: Select Entity Type
4. Example: Employee
5. Click Continue
6. Name: Enter Name
7. Click Members
8. Name: Type Name
9. Click Name
10. Click Add
11. Note: You will need to repeat the process for each member.
12. Click Save
13. Note: Searching for a Dynamic group and selecting it will return Unexpected Error.

Edit the Saved Search

1. Navigate to Lists > Search > Saved Searches
2. Click Edit for the desired Search
3. Click Email
4. Click Specific Recipients
5. Recipient:
6. Type the Name of the Static Group
7. Click Add
8. Note: To send Email by Schedule you will need to mark the box for Send Emails According to Schedule and set the frequency within the Schedule subtab.
9. Note: You can also add several Groups as Recipients of the Email.