Recipient Groups

This dropdown menu allows you to select which client the group is associated with.

This setting determines the language used for group content delivery when the recipient records do not specify a language.

Here is an example CSV for reference:

The import file should contain text in UTF-8 encoding. Each line should represent one recipient. Each record can have 1 to 12 columns, separated by a comma, colon, or semicolon (, : or ;). The possible columns are:

1. Email - recipient's email address (mandatory)

2. Full Name - recipient's full name

3. Staff - job position or related information

4. Location - recipient's location

5. Division - company division

6. Comment - any custom comment

7. Link - unique link part for the landing page (ensure uniqueness if specified; otherwise, it will be generated automatically)

8. Phone - recipient's phone number

9. Language - recipient's language

10. Gender - recipient's gender ("m" for Male; "f" for Female)

11. First Name - recipient's first name (mandatory)

12. Last Name - recipient's last name

Import CSV

Select "Choose File" to import your recipients, then select "Import".

For instructions on connecting an LDAP server refer to the LDAP Integration article.

Import Options

Update existing recipients

• If this option is enabled, any existing recipients in this group will have their attributes updated during the LDAP import. This ensures that the latest information from the LDAP server is reflected in the recipient list.

Add recipients to bound campaigns

• Enabling this option will add the imported recipients to any campaigns that are already bound to the group. This is useful if you want to expand the reach of your current campaigns to include new or updated recipients.

Send emails if bound campaigns are running

• If this option is selected, emails will be sent to the newly imported recipients if they are part of running campaigns. This ensures that any active campaigns will immediately include the new recipients in their email distribution.

Add more groups

• This option allows you to import additional groups already present in Lucy. This can be helpful if you want to organize recipients into specific categories or segment groups for targeted campaigns.

LDAP Server

Select the LDAP Server which needs to be associated with this group.

LDAP Search

You can use standard Active Directory search filters, such as:

(|(objectClass=inetOrgPerson)(objectClass=user))

For more information, refer to the Microsoft Documentation.

Import

After successfully retrieving the desired recipients from your company directory, select the checkbox to include All, and click "Import" to begin the import process.

For instructions on connecting an Azure application refer to the Azure Applications article.

Import Options

Update existing recipients

• If this option is enabled, any existing recipients in this group will have their attributes updated during the Entra ID import. This ensures that the latest information from the Entra ID server is reflected in the recipient list.

Add recipients to bound campaigns

• Enabling this option will add the imported recipients to any campaigns that are already bound to the group. This is useful if you want to expand the reach of your current campaigns to include new or updated recipients.

Send emails if bound campaigns are running

• If this option is selected, emails will be sent to the newly imported recipients if they are part of running campaigns. This ensures that any active campaigns will immediately include the new recipients in their email distribution.

Add more groups

• This option allows you to import additional groups already present in Lucy. This can be helpful if you want to organize recipients into specific categories or segment groups for targeted campaigns.

Azure Application

Select the Azure Application which needs to be associated with this group.

Azure Search

Filter by Groups

Select a group from the dropdown list:

Filter by Search Parameters

Use Microsoft search filters.

Here are some common examples:

1. All users with a certain email domain

endsWith(mail, '@example.com')

1. All users with a certain username

startsWith(mail, 'username')

1. All users in the same location

officeLocation eq 'Regional Headquarters'

Import

After successfully retrieving the desired recipients from your company directory, select the checkbox to include All, and click "Import" to begin the import process.

Filter by Groups

Select a group from the dropdown list:

Filter by Search Parameters

Use Microsoft search filters.

Here are some common examples:

1. All users with a certain email domain

endsWith(mail, '@example.com')

1. All users with a certain username

startsWith(mail, 'username')

1. All users in the same location

officeLocation eq 'Regional Headquarters'

Automatically Add to Bounded Campaigns

When this option is selected, the recipients will be imported automatically and added to all campaigns the recipient group is bound to.

Automatically Add to Bounded Campaigns and Schedule Plans

When this option is selected, the recipients will be imported automatically and added to all campaigns the recipient group is bound to, in addition any Schedule Plans with this recipient group will also be updated to reflect the new recipients.

When this option is selected, the recipients not "Active" or deleted in the company directory will be automatically removed from the group and all subsequent campaigns.

When this option is selected, no recipients will be deleted even if Lucy has determined the recipient is not "Active" in your company directory.