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Creating Mailing List Samples

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Qtip: XM Directory is an improvement upon the old Target Audience, with user interface (UI) changes made to integrate more seamlessly with the XM platform. If you do not have XM Directory and would like to purchase access, contact your Account Executive.

About Creating Mailing List Samples

Samples are groups of people from the same mailing list. They can be useful in pilot testing by splitting mailing lists into sub-groups.

Much like mailing lists, samples are not visible to the entire organization.

Qtip: You must make a mailing list before you can make a sample.

Creating a Sample

  1. On the Lists tab, click Create List.
    Create List button in green on the upper-right
  2. Select Sample.
    Sample button in purple on the right
  3. Name your sample.
    creating a sample by selecting the source mailing list and deciding how to determine the sample size
  4. Select the mailing list you are taking a sample from. You can only select one list.
  5. Choose your Sample Size. You have two options for determining the sample size:
    • Number of contacts: Enter the number of contacts you’d like to make up the sample. This number cannot exceed the number of contacts in your list.
      Example: If you have a list of 1,000 contacts but only want to survey half of them, then enter 500.
    • Percentage of source mailing list: Enter the percentage of contacts from your original list you’d like to make up the sample.
      Example: If you have a list of 1,000 contacts and enter 75%, then 750 contacts will receive the survey.
    Qtip: Sample sizes are limited to 300,000 contacts. Even if your sample contains conditions that make the final sample size smaller than 300,000 contacts, your sample will fail to generate if you enter a sample size number greater than 300,000.
  6. To add special conditions contacts must meet to be in the sample, click Add Sampling Criteria.
    the add sampling criteria button
  7. Create the condition. See the following section for additional support with Sampling Criteria.
    creating sampling criteria
  8. Click Create to complete your sample.

Sampling Criteria

Sampling criteria allow you to decide the conditions under which a contact is added to a sample. These conditions are set the same way as they are in directory filters.

Here is a list of fields you can use as sample criteria:

  • Contact Info: Filter by basic contact info such as name, email, External Data Reference, Language, or Phone.
  • Embedded Data: Filter by Embedded Data in the directory.
  • Mailing List: A mailing list the contact does or does not belong to.
  • Statistics: Filter by various statistics. Note that Response Rate is in percentages (0-100), but doesn’t require a percent ( % ) symbol.
Example: You want to split your mailing list into 2 samples. You have created Sample 1. You want to make sure nobody in Sample 2 was already included in Sample 1, so you set the Sampling criteria to be Mailing List, Not In Mailing List, Your Library, the mailing list your samples were made for, and then Sample 1. See the screenshot below.
image of example sample criteria for creating multiple samples from the same mailing list and excluding the same contact from being in multiple samples