The saved searches which are being used in the Group SMS feature of MessageMedia bundles have some specific requirements. The user who is creating the saved search must take care of the following considerations, so as to make the saved search compatible with the Group SMS Feature
- Go to Lists → Search → Saved Searches → New
- Click on the desired record type.
- Fill the “Search Title”, “ID”, and check “Public”
- While specifying filters in Standard / Summary sub-tabs of the Criteria tab, as shown above, if you have checked “Use Expressions”, then you have to enclose all criteria in parentheses as shown below, pointed by red arrows
- Click on the Results tab and add columns to show in saved search
- Finally, click the down arrow next to the Save button and select Save & Run to test your search results
Note: For transactional saved search to populate customers in the “Recipient List” field, please select “Type” as “Order” in selection criteria (under Criteria tab) of the saved search
Note: Events saved search will fetch data from customer selected in “Attendees” tab in Events record or fetch data from custom field. Please make sure that Contact is added in the “Related Records” tab in Events record for Event saved search to work correctly with the custom field