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Assign Customers in a List.
Assign Customers in a List.
Updated over a week ago


Now you can manage lists for your customers that can be used to reach them in a personalized way.

Here are the steps to assign customers in a list:

Step 1: Navigate to the Customers section of AiTrillion.

Step 2. In the customers section, navigate to the timeline.

Step 3. On the right side, click on the List tab, then click on the Add to List button.

Step 4. Select a list in which you want to add the customer then click on Save.

Other Methods to add a customer to a list:

Using Import CSV

When you import a CSV it will ask you to choose a list to which the customers will assign. How to Import CSV: Click Here

From Newsletter Popup

When you create a newsletter popup, it will ask you to select a list to which the subscribers will be assigned. How to create Newsletter Popup: Click Here

From Workflow Automation

You can assign a customer to a list based on his activities.

How to create a Workflow: Click Here


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