Recipients are the contacts within over.vu's Manager that will be inserted into an email when using People Selection. Recipients can be set with or without conditions. There are two types of recipient criteria.
Customizing an Audience
Click on a People Selection Audience
Click on See All Settings
Click on the Plus sign below a Start Node or Condition Node
Setting both recipient types will stack the Node
Recipient Widening: Set inclusive conditions
Recipient Narrowing: Set exclusive conditions
Recipient Widening
Recipient widening includes all contacts from ANY of the applied selections.
Select the type of email communication
To , CC , BCC
Select Recipients that fit within ANY of the selected criteria
People
Contacts
Reports to
Contacts that report to a specific Contact
Groups
Contacts within a specific Group
Companies
Contacts within a specific Company
Distribution Lists
Contacts within a specific List
Project Roles
Contacts within a specific Role
Include Assignee?
If the Document is assigned, include the Assignee
Field Selection (limited to Contact Selector and Short Text Fields)
Uses email addresses from selected fields
Source Document
Select a Document Type
Field Selection
Select a Field from the Document
Recipient Narrowing
Recipient narrowing restricts the contacts to ALL of the applied selections.
Select the type of email communication
To , CC , BCC
Select Recipients that fit within ALL specified criteria
Reports to
Contacts that report to a specific Contact
Groups
Contacts within a specific Group
Distribution Lists
Contacts within a specific List
Company
Contacts within a specific Company
Users Only
Contacts that are also users
Project Roles
Contacts within a specific Role
Note: Click on the Preview Selection button to view a list of selected Recipients
