When you compose an email, text message, letter, or mailing label, infoodle builds a recipient list from the group, individual, filtered group, or report you choose. The Recipient List toggle shows or hides a detailed table of exactly who is on that list right now, including anyone missing an email address, any duplicate email addresses, and anyone you have chosen to exclude. It is closed by default every time you open the composer, so the screen stays uncluttered until you actually want to check who will receive the message.
Role Permissions
- Contact people by email: needed to compose and send an email, including opening and using the Recipient List toggle.
For an explanation of this and other role permissions, see People Permissions.
Step 1: Add people to your recipient list
Click or hover on Contact on the main menu on the left, then click Email, then New email. Under Include the following, choose how you want to find the people to include (an individual, a group, a filtered group, or a saved report) and add them to the list. See Selecting Email Recipients for the full walkthrough of this step.
Step 2: Turn on Recipient List
Turn on the Recipient List switch, next to the To/BCC switch. A Details of people selected table opens below it, listing every person currently on the list with these columns:
- Exclude: a checkbox to remove this person from the send without changing the group, report, or list you built the recipients from.
- Send: shows Yes if infoodle will send to this person. It shows No data if they have no email address (or none marked active), Duplicate if this row shares an email address with an earlier row on the list, or Excluded if you have ticked the Exclude checkbox for that row. Anything other than Yes is shown in a lighter colour so it stands out.
- Duplicate of: shows when this row shares an email address with another row on the list. See Remove Duplicate Emails for how infoodle handles that.
- Salutation, Full Name, Household Name: the name details infoodle will use for this recipient.
Turn Recipient List off again at any point to collapse the table and get it out of the way. Nothing about who receives the email changes when you show or hide the table. It only controls what you see on screen.
Step 3: Exclude someone from the send
Tick the Exclude checkbox on a person's row. They drop out of the details table straight away, and their name appears with a line through it in a small removable tag alongside your group or individual selections, near the top of the panel.
To bring them back into the send, click the delete icon on that tag. They reappear in the details table and the counts below update immediately.
What the summary numbers mean
When you are composing an email, infoodle shows a running summary below the details table. This summary is specific to the Email composer; it does not appear when you are sending a text message, letter, or mailing label.
- Excluded contacts: how many people you have manually excluded from this send.
- Email addresses: how many distinct email addresses will actually receive a copy.
- Total unique contacts: how many people or households are on the list. This is a count of the rows in the details table, not a separate step that removes duplicate email addresses, so compare it against the Duplicate of column and the Email addresses count above if you need to check for duplicate email addresses specifically.
Global unsubscribes are counted separately and are not included in these numbers.
Common questions
Does hiding the Recipient List change who receives the email?
No. The Recipient List toggle only controls whether the details table is visible on screen. Whether it is open or closed has no effect on who the email actually goes to.
Does the Recipient List stay open the next time I compose a message?
No. It closes again every time you start a new email, text, letter, or label, regardless of whether you had it open last time.
Why does someone show "No data" in the Send column?
They do not currently have an email address on file, or their email address is not marked as active. Update their contact record if you expect them to receive this email.
Does the same toggle appear for text messages, letters, and mailing labels?
Yes. The Recipient List switch, the details table, and the Exclude column work the same way across the email, text, letter, and label composers. The summary numbers described above (Excluded contacts, Email addresses, Total unique contacts) only appear on the Email composer.
Can I exclude a whole household at once?
The Exclude tick works per row in the table. If One email per household is off, you need to exclude each household member individually. If it is on, the household already appears as a single combined row, so excluding that row excludes the whole household from this send.
Next steps
Once your recipient list looks right, choose Basic, Designer, Mailchimp, or Template under Create from to start writing the message content.