Fulfillment Lists

Fulfillment Lists

About

Fulfillment Lists are used to provide lists of contacts who have done something, such as listing those who have purchased a product. Fulfillment Lists can be used for any action or condition your Contacts achieve, so you can use them for lists of new leads, contacts who have purchased products, reporting sales information, listing Contacts who have their Bulk Email Status changed or any other reason you'd like a list of contacts who have achieved a certain action. ONTRAPORT will email the Fulfillment Lists to any email addresses you specify daily, only on weekdays, weekly, or monthly.

All of the Contact Record fields are exposed to the list, and you can include as many as you like. The Fulfillment List is a CSV file that can be imported into Excel, or into other systems. You can specify that a Contact remain on the Fulfillment List forever, or be removed after the list is compiled and emailed.

We recommend adding or removing Contacts to the Fulfillment List by using a Campaign. You can also use Legacy and Advanced features by adding a rule on a form, a Rule Step in a Step Sequence, or a global Rule.

Note: Fulfillment Lists under 2 MB are sent as file attachments. If the Fulfillment List is over 2 MB a download link is provided instead. If you would prefer that all Fulfillment List emails contain download links please contact support@ontraport.com.

Create a Campaign with a Fulfillment List

Go to Campaigns. Create a new Campaign or edit an existing one.
Add a Send to Fulfillment List action step where you'd like.
Under the send to this fulfillment list pulldown, select + create new fulfillment list
Name the fulfillment list
Schedule the fulfillment list (weekdays, daily, weekly, monthly) and the time it should be sent
Designate recipients of this fulfillment list
Click + Add Recipient to add additional email addresses
Select the checkbox to unsubscribe contacts after sending. Leave it unchecked to have them on the list indefinitely. For example, if you wanted to a cumulative list of contacts who will attend your event, leave this box unchecked.
Optional: Create a task for the list and set a fulfillment owner
Select the Contact Record fields to be included
Click Save and return to your Campaign

To delete or modify Fulfillment lists, visit the Fulfillment Manager.

Contacts > Settings > Fulfillment Manager and click the New Fulfillment List button

How to Create a Fulfillment List

Go to Contacts > Settings > Fulfillment Manager and click the New Fulfillment List button
Name the fulfillment list
Schedule the fulfillment list (weekdays, daily, weekly, monthly) and the time it should be sent
Designate recipients of this fulfillment list
Click + Add Recipient to add additional email addresses
Select the checkbox to unsubscribe contacts after sending. Leave it unchecked to have them on the list indefinitely.
Optional: Create a task for the list and set a fulfillment owner
Select the Contact Record fields to be included

How to Add or Remove Contacts

If you would like to remove contacts from a Fulfillment List, we recommend using a Campaign via the "Remove From Fulfillment List" Action.

Contacts can also be added to a Fulfillment List via the following methods:

Global Rules and Rule Steps in Sequences can remove a Contact from a single or all fulfillment lists as well.

Where to Go From Here

Add a Fulfillment Step to a Sequence

Created July 10, 2013 18:12 - Updated April 23, 2019 19:56

Martin Cogburn

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