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Create a fulfillment list
Last updated on: April 13, 2023

Fulfillment lists allow you to automatically create lists of your contacts in .csv files that can be sent to you via email at a date and time you choose. These lists are commonly used for contacts who have registered for an event or who need an order fulfilled and do not require a packing slip.

To create, edit and manage fulfillment lists in your account:

  1. Go to ContactsSettingsFulfillment Manager.
  2. You can edit an existing fulfillment list by clicking into its name, or click New Fulfillment List to start from scratch.
  3. Name your fulfillment list.
  4. Choose the frequency you would like your lists to be compiled and sent out.
    • Weekdays
    • Weekly
    • Monthly
    • Daily
  5. Select what time of day for the list to be sent — you can pick from 30 minute intervals.
  6. Add the notification information for your list which includes:
    • Email Address that the fulfillment list will be sent to
    • Subject
    • Message
  7. Choose if you want your list to auto unsubscribe. If this option is checked, each of your fulfillment lists will just have the recently added contacts. If you do not check this option, your fulfillment lists will become cumulative.
  8. (Optional) Create a task when the fulfillment list runs. If you choose this option, you will enter the task due date and the owner of the task.
  9. Add the fields that you would like to include in your fulfillment list.
  10. Click Save.

To add a fulfillment list to automation:

You can add contacts to fulfillment lists through the Add to Fulfillment List automation element, which means that you can place these elements anywhere in your automation that makes sense for you.

  1. Go to Contacts → Automations and either choose an existing or create a new automation map.
  2. Inside your automation map, click What Happens Next?ActionsSend to Fulfillment List.
  3. Click your new Send to Fulfillment List element to open settings on the left side of the screen, then click Select Fulfillment List.
    • If you haven’t yet created your fulfillment list, click Create New Fulfillment List and follow the workflow to create one.
    • If you have already created a fulfillment list, simply select it from the “Send Contact to this Fulfillment List” dropdown.
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 Pro tips
Tip: Fulfillment lists under 2 MB are sent as file attachments and lists over 2 MB are sent as download links. If you would prefer that all fulfillment list emails contain download links, please contact support@ontraport.com.
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