Seed Lists

Seed Lists can either be manually created, or defined through Filter logic. This topic describes how to manually create the Seed List (for more information on defining a Seed List via Filter logic, please see the Filter Help topic).

When you manually create a Seed List, you have to identify each of the individuals that need to be included in the list, so that they'll receive a seed copy of the Campaign message. To correctly identify these individuals, you must populate the Seed List using the "Unique Identifier" field from the Campaign source table. The Unique Identifier is the field that's used to identify a unique individual in your source table. The Unique Identifier field could be email address, or possibly a phone number, or a Push Registration ID, or even a customer ID or account number. For reference purposes, the Seed List screen displays the Unique Identifier for the List's source table.

Note: For more information Unique Identifiers, please see Tables - Working with Fields.

The manual Seed List feature is mainly intended to be used when the Unique Identifier is "Email Address." If your source table uses any other field as the Unique Identifier, Cheetah Digital recommends that you use the Seed List Filter option instead. However, if you decide to build a Seed List using some other field other than Email Address, the system imposes an important restriction -- the individuals in your Seed List must already exist in the source table, and the records for those individuals must have the necessary contact information to send them the Seed List message (that is, an email address, mobile phone number, or Push Registration ID, depending on the channel being used).

For example, let's say you build a Seed List for a source table that has "Account Number" as the Unique Identifier. You want to add yourself to the Seed List so that you receive a copy of your new email Campaign. You would need to already exist as a record in the Campaign's source table so that you could add your own Account Number to the Seed List. In addition, your Account Number must have a valid email address associated with it, so that the system knows where to send your Seed List message.

This restriction does not apply when you're using a source table that has "Email Address" as the Unique Identifier field. In this situation, your Seed List recipients do not already need to exist in the Campaign source table. You'll populate your Seed List with the necessary email addresses, and the system will automatically then add those email addresses into the source table.

Note: If an individual's email address is in both the Seed List and the Campaign Audience, the system will send that individual only one seed copy of the Campaign message; the system automatically identifies and de-duplicates email addresses between the Seed List and the Audience.

To manually build a Seed List:

1. Above the list of existing Seed Lists, click + New button.

2. A "New Seed List " pop-up window is displayed. In the "Name" field, enter a name for the new Seed List.

3. From the "Data Source" drop-down menu, select the source table.

4. Click Create. The Workspace is refreshed to show the Seed List detail screen. By default, the system adds you as a member of the List, and includes your email address. If you're building this Seed List using some field other than "Email Address" (or, if you don't want to include yourself in the Seed List), you'll need to delete this default email address.

5. To add another member, enter the member's email address (or whatever other field is the Unique ID for your source table) in the "Add new list member" text field. Click the add button (plus-sign icon). Repeat this step as needed to add more individuals to the List. To remove a member, click the "X" icon next to the member.

6. Optionally, you can assign one or more tags to your Seed List. To assign a tag, click on the "Add tag" section of the Tool Ribbon. The system displays a pop-up menu of all the existing tags. You can select one of these tags, or type in a new one and press Enter. You can repeat this process to add more tags. To remove a tag, click the "X" icon next to the tag label.  

7. When finished, click Actions > Save in the Tool Ribbon.

To copy an existing item to use as the basis for a new item:

1. Search for the desired item (see Search for an Item for more details).

2. Click on the item name. The main item screen is displayed and populated with the details of the selected item.

3. In the Tool Ribbon, click Edit > Save as. A "Save as" dialog box is displayed.

4. Enter a name for the new item.

5. By default, the new item will be saved in the same folder location as the base item. Optionally, click the magnifying glass icon to browse to and select a different folder location.

6. Click save a copy. The system creates a copy of the selected item.

 

 

To view or edit an existing Seed List:

1. When the screen is displayed, a list of all the current Seed Lists is displayed in the left-hand side of the Workspace. Optionally, you can filter this list by typing in all or part of a Seed List name in the "Search by Name" field.

2. Click on the Seed List that you want to view. The Workspace is refreshed to show the details of the selected Seed List.

3. Optionally, to view detailed information about the Seed List, click the Seed List tab in the Tool Ribbon. The Item Details screen is displayed, showing who created the item, who modified it last, and what the last actions taken on the item were. On this screen, click "Related Items" in the Function Menu to see other items in the system that reference or utilize this Seed List. When finished, click the Edit tab in the Tool Ribbon to return to the main edit screen.

4. Make any necessary changes to the Seed List:

5. • Remove an existing member by clicking the "X" icon next to the member.

   • Edit an existing member by changing his or her email address (or whatever other field is the Unique ID for your source table).

   • Add a new member by entering the person's email address (or whatever other field is the Unique ID for your source table) into the "Add New List Member" text field. Click the add button (plus-sign icon).

5. Optionally, to rename the Seed List, click Edit > Rename. A "Rename Item" dialog box is displayed. Enter a new name for the Seed List, then click save new name.

6. Optionally, you can assign one or more tags to your Seed List. To assign a tag, click on the "Add tag" field in the Edit section of the Tool Ribbon. The system displays a pop-up menu of all the existing tags. You can select one of these tags, or type in a new one and press Enter. You can repeat this process to add more tags. To remove a tag, click the "X" icon next to the tag label.  

7. To save your changes, click Edit > Save in the Tool Ribbon.

 

To delete an item:

1. Search for the desired item (see Search for an Item for more details).

2. Click on the item name. The main item screen is displayed and populated with the details of the selected item.

3. In the Tool Ribbon, click Edit > Delete. A confirmation dialog box is displayed.

4. Click delete item to confirm the deletion.

Foldered items are moved to the Recycle Bin. Non-foldered items are permanently deleted.

 

Seed Lists can be created in one of two ways: either by manually assigning individuals to the Seed List, or by using a Filter to define the logic of who should be included in the Seed List. Once the Seed List or Filter has been defined, you can assign it to a Campaign.

Note: Seed Lists are used only in the Email, SMS Text, and Push Notification channels. Also, you can add only one Seed List (either a manually-defined list or a Filter-defined list) to a Campaign.

Add a Seed List

To add a Seed List to a Campaign:

1. Navigate to the Campaign screen; search for and select the desired Campaign. 

2. On the Campaign Details screen, click the "Setup" tab.

3. In the "Audience" section, select "Add Seed List" from the "Advanced Options" menu. A "Browse Seed List" dialog box is displayed, showing all Seed Lists that have the same source table as the currently selected Campaign.

4. Click on a Seed List name. Within the "Audience" section, the system adds a new "Seed List" field, and populates it with the selected Seed List.

5. To view or edit the Seed List, click on the Seed List name. To remove this Seed List from the Campaign, click the "X" icon to the right of the Seed List name.

6. If this Campaign is Date-triggered, you can provide additional parameters that control when the system generates and deploys messages to the Seed List recipients. The options for a Date-triggered Campaign are:

• Off (default selection): The system will send messages to the Seed List recipients ONLY for the first time the Campaign deploys.

• On: The system will send copies of the Campaign message to the Seed List upon each date-triggered deployment of the Campaign.

• Daily: Enter a daily limit on how many times the Seed List can be sent copies of the Campaign message within a 24-hour period. You can enter a value between one and 99.

Use a Filter as a Seed List

To define a Seed List by means of a Filter:

1. Navigate to the Campaign screen; search for and select the desired Campaign.

2. On the Campaign Details screen, click the "Setup" tab.

3. In the "Audience" section, select "Use Filter as Seed List" from the "Advanced Options" menu. A "Browse Filter" dialog box is displayed, showing all the Filters that have the same source table as the currently selected Campaign.

4. Click on a Filter name. Within the "Audience" section, the system adds a new "Seed List" field, and populates it with the selected Filter.

5. To view or edit the Filter, click on the Filter name. To remove this Filter from the Campaign, click the "X" icon to the right of the Filter name.

6. If this Campaign is Date-triggered, you can provide additional parameters that control when the system generates and deploys messages to the Seed List recipients. The options for a Date-triggered Campaign are:

• Off (default selection): The system will send messages to the Seed List recipients ONLY for the first time the Campaign deploys.

• On: The system will send copies of the Campaign message to the Seed List upon each date-triggered deployment of the Campaign.

• Daily: Enter a daily limit on how many times the Seed List can be sent copies of the Campaign message within a 24-hour period. You can enter a value between one and 99.