Customise data, lists and email campaigns
Objective. Add useful business information at the correct level, make it reliable for filtering and reporting, and use controlled selections for client or contact email campaigns.
What you will learn
- Choose whether a custom field belongs to clients, matters, employees or contacts.
- Define values that remain consistent and usable in lists and reports.
- Build and verify an email recipient population before sending.
Recommended workflow
- Define the business purpose, owner, field type, allowed values and update rule before creating the field.
- Add the field to the correct record type and test it on a small representative sample.
- Build a filtered list or report and verify the resulting population record by record.
- Prepare the message, sender, recipients, links and attachments, then send a test before the full campaign.
Checks before continuing
- The field does not duplicate standard information already available in Tempolia.
- Allowed values and empty-value rules are documented and consistently applied.
- The recipient count, consent context and sender are reviewed immediately before sending.