Creating a new Data Source

To create a new Data Source click on the Data Sources list and click on the plus button at the top right-hand side. 

Choose the object that you want to use to create your data source and make your selection from your data and click Next. 

Give your Data Source a name: 

Data Sources have two types; Static and Live.

Static – In a Static data source, recipients can be updated and refreshed manually.

Live – In a Live data source, the recipient list will be automatically updated. This can also trigger an event. 

You can choose whether to use the Record contact and which Email field to use from that record, or All Records Account Contacts which will include all contacts from the Account associated to that record. 

Advanced Options will allow you to set whether this data source is to include or exclude the records from your Email. 

You can also allocate this data source to a pre-existing folder at this point if you wish.