- The options to send Contact Updates and Contact Lists from Connector -> Sphere have been enabled in Sphere under Control > Administration > Connector Sync.
- A constituent query has been created in The Raiser's Edge including all desired contacts.
- All constituent records in the Raiser's Edge query contain the SphereConstituentIdentifier attribute. If they do not, please see our Knowledgebase Article for steps to globally add this.
- In the Connector, click on Queried Contact Lists
- Select the query to go over as a contact list
- Open up the Scheduler and initiate a sync
- Once the sync completes, the list will appear in Sphere as a contact list under Contacts > Database Management > Contacts Lists
- Return to Sphere and locate your mailing under Communication > eMail > eMail Campaign
- Click the Receivers button for the mailing
- In the query editor, expand the Saved Queries folder
- Select Static List Library and click Add
- Choose your contact list
- Click Done
- Name your receiver base
- Click OK