KB485451: Creating a Dynamic Recipient List from Excel file

Introduction

Dynamic recipient lists allow you to use a report to specify a group of recipients for use in subscriptions. When developer wants to send email subscription to external group of users it is needed to create Excel file with email addresses. Here you can find easy to follow steps which will help you understand a concept and a way of implementing Dynamic Address List for external group of users.
 

Steps to follow

Create Excel with external group of users

Create Excel file with required fields:

1. Email Address: Add physical address of the external users that the email is going to be sent to.

1. User ID: Use Administrator ID 

To find it in Developer go to Administration > User Manager > Everyone and open properties of Administrator.

1. Device ID: Use Device ID that the email is going to be sent.

To find it in Developer go to Administration > Delivery Managers > Devices and open properties of device that the email is going to be sent.

Upload Excel to Strategy Web

1. Connect to Strategy Web.

1. Click 'Add External Data' and then 'File From Disk'.

1. Click 'Choose files' and select your Excel file or drag and drop the Excel file into the window.
2. Click 'Finish'.
3. Save exported file and Click Create Report.

1. Create Report and Save.

This report will be executed by the Intelligence Server to get the recipients for a Distribution Services subscription.
 
 

Create Dynamic Address List 

1. In Strategy Web go to the "Preferences" link, there is a new section in the left menu named Dynamic address lists.

1. Click to add a new dynamic address list and choose the report created previously.

1. Select the report created in point 3 and map the attributes in the report to the required fields for the dynamic address list. 

1. Click Save and Dynamic Address List has been created.

Create Subscription

1. Hover your mouse over the report/document and click Subscriptions.

1. On the My Subscriptions page, in the Email section, click Add email subscription.

1. Define the recipients of the report. Subscribe other users by performing the following steps:
   
1. Click the 'To' button. 

1. In the Recipients Browser Dialog Box, find and choose created Dynamic Address List. 

1. Fill other options depending on your requirements and save.