Emailing relationships

Hannah Branson

When we're creating a new list in OLX to email relationships (primary contact) of an organisation, it only seems to be pulling through the organisations who have email addresses themselves.


It shows the correct amount when setting up the list (see below - 29)...



But when the list is then saved and closed, it only shows the number of organisations who have email addresses themselves (8, below)




Is there anything we need to change to pull through the relationship's details instead of the organisation?

Catherine Janney

We are having the same problem. We are unable to segment within the relationship types and email specific people at companies/orgs particular e-communications. We need to be able to communicte differently with different people within the companies/orgs. OLX will also not let you email to a specific list - it leaves people off even though they are clearly in the query. Working to find an alternative solution, so frustrating. I'm starting to get the feeling that the system's capabilities were overstated in the sales pitch and even in the minimal co-hort training. Seems very archaic. 

 

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Hannah Branson:

When we're creating a new list in OLX to email relationships (primary contact) of an organisation, it only seems to be pulling through the organisations who have email addresses themselves.


It shows the correct amount when setting up the list (see below - 29)...



But when the list is then saved and closed, it only shows the number of organisations who have email addresses themselves (8, below)




Is there anything we need to change to pull through the relationship's details instead of the organisation?