--- title: Recipient list management slug: campaign/docs/recipient-list-management createdAt: 2026-07-20T15:45:14.495Z --- :::hint{type="info"} **Note** To use this feature, contact [customer support](docId\:ZWe1T3UPz3JW6_4mc76qV). ::: In the Optimizely Campaign[ menu](docId\:PmNPgvNucBrAG5Rw8f41f) under **Recipients** > **Recipient Lists**, you can [manage recipient lists](docId\:T_6JCp8KSF81GsCPOnOAp) and [recipient list fields](docId\:T_6JCp8KSF81GsCPOnOAp). The recipient list overview shows all available recipient lists and the number of recipients in each list. If you select a recipient list, the **Recipient List Details** area provides additional information about the included recipient list fields. ![Image: Recipient list overview](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/MHQIgbEpn6K4pH0oYNcvD-20260720-145252.png "Image: Recipient list overview") ## [recipient-list-management.mdx](docId\:T_6JCp8KSF81GsCPOnOAp)Managing recipient lists You can [create](docId\:T_6JCp8KSF81GsCPOnOAp), [edit](docId\:T_6JCp8KSF81GsCPOnOAp), [copy](docId\:T_6JCp8KSF81GsCPOnOAp) and [clear](docId\:T_6JCp8KSF81GsCPOnOAp) recipient lists. ### [recipient-list-management.mdx](docId\:T_6JCp8KSF81GsCPOnOAp)Creating recipient lists Create a recipient list from scratch or [based on an existing recipient list](docId\:T_6JCp8KSF81GsCPOnOAp). ### [recipient-list-management.mdx](docId\:T_6JCp8KSF81GsCPOnOAp)New recipient list 1. In the recipient list overview, click **Create…**. 2. Click **Create List**. ![Image: Create a recipient list](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/FIWSPQeSSqTeLbP9Cb_d--20260720-145252.png "Image: Create a recipient list") 3. In the **Create recipient list** dialog box, configure the recipient list. ![Image: Configuring the recipient list](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/2BmsYU5tVpkh4BP8aPEM9-20260720-145252.png "Image: Configuring the recipient list") - **Name**. Enter a name for the recipient list. - **Description**. Optional. Enter a description for the recipient list. - **Type**. Select one of the following list types from the drop-down list: - **Default**. Select the default type if you have already recorded the recipient's opt-in in your system. See [Opt-in](docId:1E5S4MmWzP3r8i1F0zA9e). - **Opt-in**. Select the opt-in type if you want to execute the double opt-in process in Optimizely Campaign as soon as a new recipient is added to the list. See [Opt-in processes](docId:1E5S4MmWzP3r8i1F0zA9e). - **Transaction**. Select the transaction type if you want to use the recipient list for transactional mails. See [Transactional mails](docId\:V9V1TFA5Z2cDQH6hNQy59). - **Test List**. To set up the recipient list as a test list, select the check box. See [Test dispatch](docId:9VbFZNR7kejRALCGFpdT3). :::hint{type="info"} **Note** Do not use real customer data for test lists. ::: 4. Click **OK**. 5. Drag and drop the desired recipient list fields from the left **Recipient List Fields** area into the right **Recipient Lists** area. Alternatively, you can select the recipient list fields and assign them to the recipient list via the context menu or by clicking **Assign Field** ![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/KyP6bmMFmPjxOez8bqH5W-20260720-145253.png). ![Image: Assigning fields](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/wE6ljLtkZRTl5xouZEAZK-20260720-145252.png "Image: Assigning fields") :::hint{type="info"} **Note** Assign at least one media type recipient list field (marketing channel) to the recipient list. ::: :::hint{type="info"} **Tip** You can filter available recipient list fields by typing the name of the recipient list field or part of the name into the search field. ::: :::hint{type="info"} **Tip** An eye icon ![Image: Info icon](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/4AiRMv_fFDiXVkEf4L4hm-20260720-145252.png "Image: Info icon") appears after the field name of fields that have different field names in different recipient lists. ::: 6. To create additional recipient list fields, click **Add Field…**. See [Creating recipient list fields](docId\:T_6JCp8KSF81GsCPOnOAp). 7. Set one recipient list field as primary key by selecting the recipient list field and clicking **Set as Primary Key** in the context menu. ![Image: Primary key](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/V9O1VYKuZWhtOII18NPMW-20260720-145252.png "Image: Primary key") :::hint{type="info"} **Note** One recipient list field is reserved for the ID of the recipient dataset (primary key) - usually the email address. This recipient list field cannot be changed later. You can also set another recipient list field as primary key instead of the email address, for example, the customer ID. ::: :::hint{type="info"} **Tip** A key icon ![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/auSbhiSbGlxKIk5NMa_To-20260720-145252.png) appears after the field name of the recipient list field set as primary key. ::: 8. Optional: Specify which recipient list fields are required by selecting the appropriate recipient list fields in right **Recipient Lists** area and clicking **Set as required** in the context menu. You cannot remove these recipient list fields from the recipient list afterwards. :::hint{type="info"} **Tip** A lock icon ![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/z5Shd9LJjeW0YOxus8lQB-20260720-145252.png) appears after the field name of recipient list fields set as required. ::: 9. Click **Save**. :::hint{type="info"} **Tip** You can also create a recipient list by assigning the recipient list fields first and then clicking **Create List**. ::: ### [recipient-list-management.mdx](docId\:T_6JCp8KSF81GsCPOnOAp)Based on existing recipient list 1. In the recipient list overview, click **Create…**. 2. Select a recipient list from the drop-down list. ![Image: Selecting a recipient list](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/qI3_NRT_fwLshgX_s1rzZ-20260720-145252.png "Image: Selecting a recipient list") :::hint{type="info"} **Tip** You cannot select grayed-out recipient lists. ::: 3. Click **Create list** > **Copy…**. 4. In the **Copy recipient list** dialog box, configure the recipient list. - **Name**. Enter a name for the recipient list. - **Description**. Optional: Enter a description for the recipient list. - **Type**. Select one of the following list types from the drop-down list: - **Default**. Select the default type if you have already recorded the recipient's opt-in in your system. See [Opt-in](docId:1E5S4MmWzP3r8i1F0zA9e). - **Opt-in**. Select the opt-in type if you want to execute the double opt-in process in Optimizely Campaign as soon as a new recipient is added to the list. See [Opt-in processes](docId:1E5S4MmWzP3r8i1F0zA9e). - **Transaction**. Select the transaction type if you want to use the recipient list for transactional mails. See [Transactional mails](docId\:V9V1TFA5Z2cDQH6hNQy59). - **Test List**. To set up the recipient list as a test list, select the check box. See [Test dispatch](docId:9VbFZNR7kejRALCGFpdT3). :::hint{type="info"} **Note** Do not use real customer data for test lists. ::: 5. Click **OK**. 6. To assign additional recipient list fields to the recipient list, drag and drop the desired recipient list fields from the left **Recipient List Fields** area into the right **Recipient Lists** area. Alternatively, you can select the recipient list fields and assign them to the recipient list via the context menu or by clicking **Assign Field**. :::hint{type="info"} **Tip** An eye icon ![Image: Info icon](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/4AiRMv_fFDiXVkEf4L4hm-20260720-145252.png "Image: Info icon") appears after the field name of fields that have different field names in different recipient lists. ::: 7. To create additional recipient list fields, click **Add Field…**. See [Creating recipient list fields](docId\:T_6JCp8KSF81GsCPOnOAp). 8. To remove recipient list fields from the recipient list, drag and drop the desired recipient list fields from the right **Recipient Lists** area into the left **Recipient List Fields** area. Alternatively, you can select the recipient list fields and remove them via the context menu or by clicking **Unassign Field** ![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/2BmsYU5tVpkh4BP8aPEM9-20260720-145252.png). 9. Optional: Specify which recipient list fields are required by selecting the appropriate recipient list fields in right **Recipient Lists** area and clicking **Set as required** in the context menu. You cannot remove these recipient list fields from the recipient list afterwards. :::hint{type="info"} **Tip** A lock icon ![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/z5Shd9LJjeW0YOxus8lQB-20260720-145252.png) appears after the field name of recipient list fields set as required. ::: 10. Click **Save**. ### [recipient-list-management.mdx](docId\:T_6JCp8KSF81GsCPOnOAp)Editing recipient lists :::hint{type="info"} **Note** If you change recipient lists, you may have to adjust [target groups](docId\:fyUCvFswwt7cmTBr2k8Nk) with recipient-data-based conditions as well as [scheduled jobs](docId\:Dz5xyaQu1G-CVn9CBtLvR). ::: 1. Select a recipient list in the recipient list overview. 2. Click **Edit…**. 3. Click **List Settings…**. ![Image: List settings](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/ysGrFk7OSHvu82dhY1R1E-20260720-145252.png "Image: List settings") 4. In the **Edit recipient list** dialog box, configure the recipient list as described under [Creating recipient lists](docId\:T_6JCp8KSF81GsCPOnOAp). :::hint{type="info"} **Tip** You cannot change the list type. [Create](docId\:T_6JCp8KSF81GsCPOnOAp) or [copy](docId\:T_6JCp8KSF81GsCPOnOAp) a recipient list and select a new list type. ::: ![Image: Configuring the recipient list](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/wJPnUUXw6TrXEReGcGTSI-20260720-145252.png "Image: Configuring the recipient list") 5. To assign additional recipient list fields to the recipient list, drag and drop the desired recipient list fields from the left **Recipient List Fields** area into the right **Recipient Lists** area. Alternatively, you can select the recipient list fields and assign them to the recipient list via the context menu or by clicking **Assign Field**. :::hint{type="info"} **Tip** An eye icon ![Image: Info icon](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/4AiRMv_fFDiXVkEf4L4hm-20260720-145252.png "Image: Info icon") appears after the field name of fields that have different field names in different recipient lists. ::: 6. To create additional recipient list fields, click **Add Field…**. See [Creating recipient list fields](docId\:T_6JCp8KSF81GsCPOnOAp). 7. To remove recipient list fields from the recipient list, drag and drop the desired recipient list fields from the right **Recipient Lists** area into the left **Recipient List Fields** area. Alternatively, you can select the recipient list fields and remove them via the context menu or by clicking **Unassign Field** ![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/6L7ZY3YZKDAUOkFldNZ7d-20260720-145253.png). 8. Optional: Specify which recipient list fields are required by selecting the appropriate recipient list fields in right **Recipient Lists** area and clicking **Set as required** in the context menu. You cannot remove these recipient list fields from the recipient list afterwards. :::hint{type="info"} **Tip** A lock icon ![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/z5Shd9LJjeW0YOxus8lQB-20260720-145252.png) appears after the field name of recipient list fields set as required. ::: 9. Click **Save**. ### [recipient-list-management.mdx](docId\:T_6JCp8KSF81GsCPOnOAp)Copying recipient lists 1. Select a recipient list in the recipient list overview. 2. Click **Copy…**. :::hint{type="info"} **Tip** Only the list structure without recipients is copied. ::: 3. Edit the copied recipient list as described under [Editing recipient lists](docId\:T_6JCp8KSF81GsCPOnOAp). ### [recipient-list-management.mdx](docId\:T_6JCp8KSF81GsCPOnOAp)Clearing recipient lists To delete all recipients from a recipient list, select the recipient list in the recipient list overview and click **Clear**. The list itself is not deleted and can be used again. :::hint{type="info"} **Tip** To delete or unsubscribe multiple recipients from multiple recipient lists, you can use the[ Cleanup](docId\:pDQshNXKD68v4zJTKV9EY) feature. ::: ## [recipient-list-management.mdx](docId\:T_6JCp8KSF81GsCPOnOAp)Managing recipient list fields You can [create](docId\:T_6JCp8KSF81GsCPOnOAp), [edit](docId\:T_6JCp8KSF81GsCPOnOAp) and [delete](docId\:T_6JCp8KSF81GsCPOnOAp) recipient list fields, and [show assigned recipient lists](docId\:T_6JCp8KSF81GsCPOnOAp). ### [recipient-list-management.mdx](docId\:T_6JCp8KSF81GsCPOnOAp)Creating recipient list fields 1. In the recipient list overview, click **Create…**. 2. Click **Add Field…**. ![Image: Adding a recipient list field](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/-TAI8y211YIysm9nUI0Mx-20260720-145253.png "Image: Adding a recipient list field") 3. In the **Create Field** dialog box, configure the recipient list field. ![Image: Configuring the recipient list field](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/fvhJPn19N0ckQZjdkYB-9-20260720-145253.png "Image: Configuring the recipient list field") - **Field Name**. Enter a name for the recipient list field. The internal name is automatically created from the entered field name. - **Data Type**. Select a data type for the recipient list field from the drop-down list. - **Boolean**. Select the Boolean data type for truth values (*true* or *false*). - **Date**. Select the date data type for date and time specifications. For example: 2021*-01-01 12:00*:00. - **Decimal**. Select the decimal data type for exact decimal numbers, such as prices. For example: *29.99*. - **Float**. Select the float data type for rounded floating point numbers like the generated revenue. For example: *1.2345*. - **Integer**. Select the integer data type for small numbers, such as the customer's year of birth. For example: *1984*. - **Long**. Select the long data type for large numbers, such as the customer ID. For example: *1234567890*. - **String**. Select the string data type for texts of up to 255 characters. For example: email address or first name. - **Text**. Select the text data type for texts of up to 65,535 characters. For example: descriptive texts. :::hint{type="info"} **Tip** For more information about the different data types, see [Data types](docId\:T_6JCp8KSF81GsCPOnOAp). ::: 4. Click **Apply**. ### [recipient-list-management.mdx](docId\:T_6JCp8KSF81GsCPOnOAp)Editing recipient list fields :::hint{type="info"} **Note** For assigned recipient list fields, you can only change the field name. The change affects all recipient lists to which the recipient list field is assigned. ::: 1. Select a recipient list field and click **Edit field** in the context menu. ![Image: Editing a recipient list field](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/ZzMoel4vvXZxtzSV13y6s-20260720-145253.png "Image: Editing a recipient list field") 2. Edit the recipient list field in the **Edit field** dialog box as described under [Creating recipient list fields](docId\:T_6JCp8KSF81GsCPOnOAp). 3. Click **Apply**. ### [recipient-list-management.mdx](docId\:T_6JCp8KSF81GsCPOnOAp)Deleting recipient list fields :::hint{type="info"} **Note** You cannot delete assigned recipient list fields. ::: To delete a recipient list field, select the recipient list field and click **Delete field** in the context menu. ![Image: Deleting a recipient list field](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/2BmsYU5tVpkh4BP8aPEM9-20260720-145252.png "Image: Deleting a recipient list field") ### [recipient-list-management.mdx](docId\:T_6JCp8KSF81GsCPOnOAp)Showing assigned recipient lists To show assigned recipient lists, select a recipient list field and click **Show assigned lists** in the context menu. ![Image: Showing assigned recipient lists](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/wmoOI79K9WQ65PdSE2uux-20260720-145252.png "Image: Showing assigned recipient lists") ## Separate data storage :::hint{type="info"} **Note** To enable this feature, contact [customer support](docId\:ZWe1T3UPz3JW6_4mc76qV). ::: The additional feature **Separate data storage** lets you restrict the visibility of recipient data for users of a client. ### Recipient data Recipient data is divided into: - **Master data**. Personal data such as email address and name. Master data is only displayed to users with the appropriate permission. See [User management](docId\:JQLvhVXKfho3IIczAH-G-). - **Properties**. Action-based profile data such as events and sales promotions. Properties are displayed to all users. ### User permissions The following user permissions are available for viewing recipient data: - Only **Properties** fields - **Master data** fields separated from **Properties** fields (so that a user cannot associate properties with a specific recipient) - **Master data** and **Properties** fields together ### Changing the visibility of recipient list fields 1. Select a recipient list in the recipient list overview. 2. Click **Edit…**. 3. Select a recipient list field and click **Set as master data** in the context menu. The respective recipient data is only displayed to users with the appropriate permissions. ![Image: Set as master data](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/6oA6Pb3PpGTxIw4HFa5Zh-20260720-145253.png "Image: Set as master data") :::hint{type="info"} **Tip** An eye icon ![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/V9O1VYKuZWhtOII18NPMW-20260720-145252.png) appears after the field name of recipient list fields set as master data. ::: 4. To enable the visibility of a recipient list field, click **Set as properties** in the context menu of the recipient list field. 5. Click **Save**. ## [recipient-list-management.mdx](docId\:T_6JCp8KSF81GsCPOnOAp)Data types The following data types and range of values are permitted for recipient list fields: | Data type | Range | Example | | | | --------- | ---------- | ------------------------------------------------------------------ | - | - | | Boolean | true/false | Registration via website, interested in promotional newsletters | | | | Date | date | Registration date. Supported date formats\::\::hint\{style="info"} | | | | **Note** | | | | | Programming interfaces (APIs) only support date formats according to ISO 8601. \::: | | | \| | | Date format | Description | Example | \| | | yyyy-MM-dd | Date with separator | 2021-05-07 | \| | | yyyy-MM-dd HH🇲🇲ss | Date and time | 2021-05-23 09:50:04 | \| | | yyyy-MM-dd'T'HH🇲🇲ss | Date and time according to ISO 8601 | 2021-05-23T09:50:04 | \| | | yyyy-MM-dd'T'HH🇲🇲ss,SSS | Date and time with milliseconds | 2021-05-24T08:03:59,123 | \| | | yyyy-MM-dd'T'HH🇲🇲ssXXX | Date and time with time zone offset | 2021-05-07T12:18:54+02:002021-05-07T08🔞54-02:00 | \| Decimal | Decimal numbers with up to 8 places before the decimal point and 2 places after | Price information | | | \| Float | single-precision 32-bit IEEE 754 floating point | Conversion volume, customer score | | | \| Integer | 32-bit-signed; -2,147,483,648 - 2,147,483,647 | Customer's year of birth | | | \| Long | 64-bit-signed; -9,223,372,036,854,775,808 - 9,223,372,036,854,775,807 | Customer ID | | | \| String | up to 255 characters | Email address, first name, last name, city, postal code | | | \| Text | up to 65,535 characters | Descriptive texts | | |