Account Custom Fields are useful for segmenting your email lists. When creating an Email Audience via a database search, you can limit the scope of the search to constituents that have a specific custom field or field option.
For example, you may want to send an email to any accounts participating in one of your committees. In this example, we have tracked Committee Information in an account custom field.
To send an email to these accounts, go to Emails > Email Audiences to create an audience.
Click New Audience to create a new email audience.
Give your audience a name, then select Create Audience.
Add Multiple Emails
a. In the Audience Sources section, select Add.
b. Select Live Report. Live reports use the data in your CRM to populate recipients to your email audiences and will be automatically refreshed when sending a campaign that uses this source. This makes them a low-maintenance source for audiences.
On the Mailing Report screen, in the Search Criteria panel click Edit Criteria.
Click Add Criterion. In this case, we'll add a criterion for anyone who has a committee listed in our account custom field called Committee Information. Click Save changes.
Click Run Report.
On the Results screen, click Save Email List to confirm your audience. You can now use this audience when sending an email.