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Step-by-step Guide

How do I create a Mailing List using a Data Mine? 

Article ID: 3208
Last updated: 29 Mar, 2023

Types of Mailing Lists that can be created:

  • Client type (e.g. all individuals)
  • Age (e.g. with a DoB greater than x)
  • Relationship type (e.g. Is a Director of)
  • Usual Year End
  • Enrolled for MTD
  • CIS Contractors
  • Custom Fields
  • Clients with Self-Employment Pages
  • Bookkeeping software (clients using Xero, QuickBooks etc)
  • Portfolio (clients managed by X)
  • Has UK Property

Please see How do I use the Data Mine wizard? for more information on creating data mines.

For more information on Communications Centre, please see KB3199 Communications Centre: Collateral.

Article ID: 3208
Last updated: 29 Mar, 2023
Revision: 5
Views: 131
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