Introduction

When selecting recipients in Alert, use attributes to find the right people more quickly. Attribute filtering works for both users and contacts. You can also display users and contacts together during recipient selection. This is particularly useful when your organization has many users and contacts.

Step by step

1. Create a message or call-out in Alert.
2. Continue to the recipient selection step.
3. Display users, contacts or both, depending on who you need to reach.
4. Open the attribute filters.
5. Select the attributes you want to use.
6. Review the users and contacts matching the filters.
7. Select the recipients that should be included.
8. Continue with the message using your normal workflow.

Example

If people have attributes representing their role, geographical area or organizational unit, use these attributes to narrow the recipient list instead of finding each person manually.

Frequently asked questions

Can attributes be used for contacts?
Yes. Attribute filters also work for contacts.

Can users and contacts be displayed together?
Yes. You can display both during recipient selection.

Does filtering work with large recipient lists?
Yes. Recipient filtering has been improved for organizations with large numbers of users and contacts.